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To: SJS who wrote (13769)8/11/2000 9:26:47 AM
From: The Ox  Respond to of 14427
 
TXCC is in the original model port, it's up 500%+ but it's still one of the "laggards"! <g>

This weekend, I hope to put together a spreadsheet of data for our candidates and see which of the group have the greatest potential for future earnings and multiple expansion. 2 years ago, TQNT+ANAD needed to expand facilities and had recently missed earnings but TQNT made the cut due to forward potential and ANAD did not at that time. AMKR may be in a similar circumstance and I don't want to dump them until I look at their numbers in relation to the group.

I'm inclined to think the companies in the 200-500 million market cap may have the most potential for triple digit % moves. One of the most important factors is the forward growth being shown in the vertical market that's being addressed by the products of each company.

More later....