Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Return to Sender who wrote (9307)	4/7/2003 12:15:10 PM
From: Cary Salsberg	Read Replies (1) of 95617

RE: "...their long-term concerns regarding a slowdown in secular growth rates in the high-end analog mkt and intensified competition..." I believe there will be an acceleration of the secular growth rates in the high-end analog market. The network is evolving from primarily digital data to a digital interface with the real world. At every real world node or terminal, analog and mixed signal will be a key connection. The secular growth rates for analog/mixed signal had already begun to accelerate at the beginning of the bubble which accelerated everything.

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