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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (19043)	1/20/2000 10:43:00 AM
From: ALTERN8	Respond to of 57584

GWRX is picking up steam.

To: Rande Is who wrote (19043)	1/20/2000 11:27:00 AM
From: john722	Respond to of 57584

Rande . KOPN is the next JDSU <IMHO> Link to KOPN article on MSN MoneyCentral yesterday (01/19/00) moneycentral.msn.com 100x10y Portfolio Steam and ice are both made from water, but you probably wouldn't have much trouble telling them apart. I wish it were so easy to tell the difference between indium gallium phosphide (InGaP) and indium phosphide (InP). These are two semiconductor materials that sound alike, but apparently look and work quite differently. The former is a terrific material used currently by advanced chip makers for high-speed, low-power wireless applications, while the latter is potentially even better but still on the drawing boards. In my last column, I got the two mixed up and highlighted Celeritek (CLTK) -- one of the world's top InGaP electronic component makers -- as a company whose shares could potentially advance 10,000% in the next 10 years as a result of InP technology. The company quickly corrected me: It has no InP chips either planned or in production. So while Celeritek is clearly a firm whose shares could advance quite smartly over the next decade based on the high-end, InGaP power amplifier products it does make for the wireless industry, I do not think it belongs in the 100x10y Portfolio I'm trying to build with the help of members of the MoneyCentral SuperModels Community. However, in the course of studying InGaP, I did come across another semiconductor industry company that might fit the bill better. Keep in mind first that the idea of coming up with stocks that could advance 10,000% in a decade is pretty ridiculous on its face. We're pretty sure that some firms will do that and much more -- we found 293 stocks in our database that had increased 100-fold from their lows in just the last five years. But no one knows what will happen over the next 10 years to any company, no matter how well it executes on its products today. This exercise is just useful as a way to focus on small companies that face potentially huge markets. If you decide to invest in one, you have to prepare mentally for the possibility that the firm may fail in its execution; its technology edge may fade rapidly and its shares could just as easily go to 50 cents as $500.