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To: tekboy who wrote (24449)	5/10/2000 12:30:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

tekboy, Yes, I agree that it only seems logical to realize that tornados come in different forms, last differnet amount of times, and have varying degrees of intensity depending on the weather systems around them that affect them. Add to that complexity the issue that some industries such as the networking industry go through many tornados and we should be careful not to paint too exact a picture of what a tornado looks like. --Mike Buckley

To: tekboy who wrote (24449)	5/10/2000 12:20:00 PM
From: areokat	Read Replies (1) \| Respond to of 54805

'Progress through the tornado and TALC would thus be more likely to follow a step-function, with the steep parts coming as the pins are knocked down and the less steep parts coming in the fallow periods between such events.' Doesn't one of Moore's books speak to a series of S curves with the company moving up from one tornado to another? This sounds more like your second scenario which would be great since the company (Qcom?) would be in tornadoes over a much longer period of time, maybe even a decade. Tom

To: tekboy who wrote (24449)	5/12/2000 12:46:00 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

And speaking of tornados, and sales growth in general, I have some growth numbers for a few of the companies we watch here. The chart below shows the year-over-year percentage change in revenue numbers. These are unadjusted - that means that they are actual numbers that have not been corrected to effect for acquisitions (ie JDSU) or divestitures (ie QCOM). Underlying revenue numbers were taken from the Market Guide web site, and are available in many other places. For the most part I've tracked revenue numbers since the first quarter of 1997. That means the first number below for each company would be the change at 1st Q 1998 vs 1st Q1 1997. The revenue for Q1 1997 is shown as is the revenue for the most recent quarter listed (note that it is important to look at the absolute numbers since it is easier to show big growth off a small base.) Quarterly Sales Growth % Stock start($000) last($000) brcm 5,031 191,347 638 813 499 332 169 142 149 116 91 bvsn 5,291 61,501 90 89 88 86 83 83 106 122 173 233 cmgi 10,640 153,469 112 -19 -5 18 66 156 141 114 231 294 csco 1,434,826 4,350,000 31 27 33 36 39 41 44 49 51 53 cree 6,989 28,363 46 55 53 36 20 39 50 53 63 70 77 gmst 14,531 61,820 76 82 38 37 32 34 36 26 27 27 49 inkt 1,138 47,269 97 202 314 317 383 324 212 217 233 223 intc 6,448,000 8,021,000 -7 -1 9 17 18 14 9 8 13 itwo 38,498 186,280 86 74 64 72 64 49 53 54 59 jdsu 23,462 281,700 71 100 78 53 43 40 55 68 301 342 ntap 18,460 151,290 81 82 77 74 72 71 72 80 80 90 100 qcom 388,940 727,741 102 30 68 54 20 22 15 14 19 -22 rfmd 3,611 84,830 183 52 33 38 129 243 212 347 165 119 76 50 sebl 39,047 309,439 101 113 98 85 80 86 89 109 118 sndk 21,444 109,369 59 15 -11 -5 29 68 111 117 148 wind 12,600 53,429 46 47 45 41 45 45 42 36 26 25 30 40 Some thoughts: 1. for amazing growth off a small base look at INKT with 9 quarters of +200% growth, and BRCM which exploded from the start number. 2. notice how CSCO's growth is accelerating despite its large size. 3. for nicely accelerating growth look at bvsn, cmgi and, despite their capacity constraints, sndk 4. for strong consistent growth look at ntap and sebl 5. This is a small part of a larger spreadsheet with many numbers on it. Although I check for accuracy, without a doubt I have probably made a typo or two and perhaps other errors. StockHawk