Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: 16yearcycle who wrote (11043)	8/18/2003 12:35:01 PM
From: Cary Salsberg	Read Replies (1) of 95652

RE: "the market cap...exceed 50 billion" $50B mkt cap, $5B sales, $2B earnings, 25 PE. I am not concerned about mkt cap, but I wonder about sales growth rates when companies get large. If you remember my semi plan, it looks to sell when the price discounts future sales growth. INTC revenues grew to $30B when digital cpu processing dominated. Real world interfaces will grow increasingly more important in the years ahead as will programmable logic. $5B revenues may not be a growth peak level. As I have said, investors behavior at the top is far more important because there is so much more (smile) to lose.

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