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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Math Junkie who wrote (48812)7/6/2001 9:33:00 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Richard, right. >trough-to-peak price swings of 3X to 7.5X are not typical of a normal market?< I have reduced my expectations. A double in 2 years or so sounds quite good.

Gottfried



To: Math Junkie who wrote (48812)7/6/2001 9:52:42 PM
From: michael97123  Read Replies (1) | Respond to of 70976
 
OT-Richard and Thread,
Anyone noticing that returns on money markets are diminishing to very low levels. How are folks on this thread maximizing income on non-stock market funds(apart from option writing) during this period? My friend the broker says folks move to bonds first, then a bit of junk, preferred stocks, equities paying dividends and ultimately back into the market. This is the reverse situation of an inverted yield curve and supposed to be quite bullish for stocks(ultimately). Old broker claims money flows are determined by this and in turn are the precursor of bull and bear markets. mike



To: Math Junkie who wrote (48812)7/7/2001 12:17:13 AM
From: Cary Salsberg  Respond to of 70976
 
If you asume an average 20% per year growth in semiconductor revenue, then it makes sense to apply the same growth rate to semi-equips. At 20%, I believe peak to peak earnings grow ~2.5 times. The cyclical price variations should provide an opportunity for 3 to 5 times growth and possibly more if a company exceeds the 20% growth rate.