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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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To: Gottfried who wrote (10421)7/11/2003 1:55:22 PM
From: Sam Citron  Read Replies (3) of 95480
 
G,

There seems to be some controversy brewing over the long term growth rate of semiconductor revenues. Cary states, "chip revenues have grown for a very long time" but does not quantify. Semibear seems to think your chart illustrates that revenues have reached a longterm plateau in the $10-13B/month range. Do your have any earlier historical data to give more color to the 8 year period shown in your excellent chart?

Sam
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