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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.41+1.1%Dec 19 9:30 AM EST

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To: Sam Citron who wrote (7227)9/19/2003 8:50:18 PM
From: Cary Salsberg  Read Replies (1) of 25522
 
RE: "Are these your expectations?"

This is my current best estimate. After I posted that, I came across Merrill Lynch's current estimate of 30% in 2004 and 40% in 2005. Close enough. Some pundits believe that 2005 will be a peak. I will also be watching interest and inflation rates in line with our "guns and butter" discussion.
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