Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 256.41

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Dec 19 9:30 AM EST

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To: Cary Salsberg who wrote (9886)	5/21/2004 2:06:46 AM
From: Sam Citron	Read Replies (1) of 25522

Historically, except after the bubble burst, semi unit volume has been increasing monotonically. Is a monotonically increasing function one with a constant CAGR? What is the historical semi unit volume growth function and do you expect it to gradually revert back to this growth rate once again?

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