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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (11034)	8/17/2003 8:46:13 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 95657

So you suggest a 4 bagger in 5 years+..? -------------------------------------------- "1. Estimate a high initial growth rate when the economy takes off. 2. Estimate a steady state growth rate AFTER(my emphasis) the "take off" period." "believe that the semis, ALTR, XLNX, LLTC, MXIM, will double in 2 years (40% growth) during the "take off" and that "steady state" growth, 25%, will cause a double in 3+ years". ------------------- Are we in the take off phase already? I am thinking we are at the very end of the bottoming process and so we are at the cusp of the take off phase. I conclude this despite the obvious fact that many stocks have exploded off of a low many months ago Thanks for everything, Cary.