| 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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