well first of all thanks for having me i |
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technology for over 30 years and i've |
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one of the more senior guys on the |
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think one of the things that |
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a lot of people are looking at one-year |
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five year charts and |
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they haven't changed one iota |
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software names down anywhere from 25 to |
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35 |
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almost 40 percent |
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PERCENT
almost 40 percent
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is from a historical standpoint that 30 |
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at like a 10 times evdu uh revenue |
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that the 20 cohort with free cash flow |
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seven to nine times eb to revs uh rate |
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uh in the last two years we've been up |
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94 |
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seven five and three nanometer node the |
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CARDINAL
seven five and three
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uh but one thing is in common they all |
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was a tough one to take i think they |
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growing in excess of 20 percent |
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