Thanks Fletch. Please keep it coming:
Posted by: wahz
In reply to: wahz who wrote msg# 22026 Date:1/3/2005 8:45:36 AM
Post #of 25918
I think that 67% growth number should continue for several years, and its not unreasonable to imagine 40-50% compounding for the next ten. Sons is poised to become a monster, the big hurdle being getting a foothold in at the carriers.
If I am wrong, I am wrong but please don't hold back if any of you have a better idea.
GOOG,Vrsn,Qcom,Cree,Una are some others...I am talking about leaders in areas that become much much larger and who have a technogical rather than manufacturing edge
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Posted by: wahz
In reply to: wahz who wrote msg# 25545 Date:5/1/2005 6:32:24 PM
Post #of 25917
If we do have a powerful move of around 40% in the comp/ndx, it may well be that it will be wisest to put new money not into these drastic underperformers, but into stocks with good mojo already: GOOG comes to mind. Just something to think about. I am simply saying that if you can come up with stocks with great charts, don't torture yourself hoping amcc can make a bigger % move when something like vrsn or qcom already has a pretty good looking chart. I am not saying the underperformers won't do well. I am saying in a true bull move that I think we are on the cusp of, we don't get style points.
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