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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 (6648)	11/3/2002 2:22:38 PM
From: Alastair McIntosh	of 95572

Cary, I do think that you have a very optimistic view of AMAT's revenues and earnings. I don't thing $20B is in the cards for 2008. That would require a 30% annual growth rate for the four years after 2004. I also think that 20% margins are high for 2004 coming off 8 to 9% this year. We now have your optimistic view and my conservative view. We just need someone to argue the negative view<g>.

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