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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Cary Salsberg who wrote (7041)	11/22/2002 3:44:49 PM
From: Alastair McIntosh	of 95572

Cary, I said "somewhat" agree with you. I was referring to the flood gates for orders opening. As far as growth rates are concerned, we still differ. I don't know what will happen by 2008. You may or may not be right. However $20B in sales for AMAT by then requires an annual growth rate in excess of 30% after 2003. Won't happen in my opinion. In any case I don't bet on a situation that far in the future. Even if rapid growth returns there is no guarantee that today's companies will be the leaders in the future.

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