Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (10592)	7/14/2003 8:49:59 PM
From: Cary Salsberg	of 95487

RE: "Analyst Clark Westmont said Altera is trading near or above pre-2000 levels on a relative and absolute basis and Altera is trading in the top quartile of its 10-year historical valuation range." Hey Clark, have you noticed that the recent environment is very different from pre-2000 and the last 10 years? Do you think there is any possibility that things moving forward will be different also? What about ALTR's historically high R & D? Does 130 and 90 nanometer processing change the environment for ALTR vs ASICS? Do you have any clue how FPGAs will be used in advanced technology or in the expected pickup in business? Will you stake your job on the accuracy of your earnings predictions or the earnings predictions of your colleagues?

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