Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 230.17

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Nov 7 9:30 AM EST

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To: Cary Salsberg who wrote (7065)	9/8/2003 12:04:33 PM
From: Proud_Infidel	Read Replies (2) of 25522

Where are we going?....part of a PM I sent to someone on SI.....would appreciate comments about where you think we will be in a little over 6 years from now. *********************** For all of the talk of irrational exhuberance of investors from the Bears, I look and look, but cannot find any. I watch the shows(Rukeyser, Bulls & Bears) and absolutely NOBODY is recommending tech stocks. In fact, when they usually are discussed it is in a negative manner. My guess is that they will be recommending them in another 12 months or so once the recovery is underway and visibility is much improved. Also going over some historical numbers trying to peer into the future. Just use a little imagination to see what is possible in 2010. I think people have a sense that we will take decades to get back over the 2000 numbers, because after all, that was a "bubble". But in unit terms, we have already surpassed those numbers this year! Let me repeat: we have ALREADY surpassed the unit volume numbers from 2000, the so-called "bubble" year.** Pricing has just been very weak. icinsights.com IC revenue by Decade with % increase decade over decade 1970 $2.4B 1980 $12.8B 433.333333333333 1990 $50.5B 294.53125 2000 $204B 303.960396039604 2010 $ Regards, Brian

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