Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Cary Salsberg who wrote (7819)	12/19/2002 3:57:54 PM
From: dr_elis	Read Replies (3) of 95531

A prediction of 16 cents a share for AMATs earnings in 2003 is not that encouraging. Where do you think is the growth supposed to come from? Ongoing, we have a tremendous DSL employment, DVD is exploding, digital cameras are also burning hot, and still, the semi industry has a very hard time. It almost appears as if innovation is no longer a driving force.... Michael

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