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Technology Stocks : Semi Equipment Analysis
SOXX 306.14+0.4%Dec 24 4:00 PM EST
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To: Donald Wennerstrom who wrote (11181)8/23/2003 6:55:00 PM
From: Proud_Infidel  Read Replies (1) of 95632
 
Don,

Of course we will not know exactly how good the current Q is for several weeks. But in this environment, where every CEO is afraid of appearing too Bullish and facing an investor lawsuit, this is a very good sign. And you are looking at yearly numbers. The numbers I was referring to was YOY growth in the current Q- higher than any Q3 in the past 5 years by far.

Will it double from here, and if so, how long will
it take?

Of course it will; timing is the only issue IMO. INTC's future is not just MPU's as everyone thinks. They are into flash and are getting into cell phones and many other areas and in this, their size should give them an advantage. In a few years, I believe it will be said "this is not your father's Intel."

BK
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