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

To: 16yearcycle who wrote (11036)	8/17/2003 9:34:13 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95656

RE: "So you suggest a 4 bagger in 5 years+..?" Give you 2 plus 2 and you get 4!<g> YES and no! I expect an ~ 4 bagger in sales and profits. The price movement will be influenced by current and future valuation. As I illustrated in my reply to Brian, LLTC has a rich valuation, but it is just as likely as not that the valuation will increase in better times. Remember, these are initial estimates which will be refined over time. I haven't seen a 10% sequential quarterly sales improvement for any of the 4, so I conclude that the "take off period" has not started. I attribute stock price movement to volatility about the bottom. We have alternated between "double dip" and "deflation" last year and "economic recovery" this year. My "take off" refers to economic growth and technology growth, not stock price movement.