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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST
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To: Cary Salsberg who wrote (7357)11/30/2002 2:10:24 PM
From: Sam Citron  Read Replies (1) of 95520
 
2 Questions:

(1) If AMAT goes from 17 today to a median 69 in 5 years, that implies a 32.34% CAGR. You sound quite confident of your prediction. So, excluding real estate, what proportion of your total assets is in AMAT and what proportion is in cash equivalents like CDs?

(2) If current revenues/ peak revenues of back end companies are so much lower than front end companies, why aren't you more bullish on leading back end companies like TER than you are on your four leading front-ends?

Sam
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