Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Proud_Infidel who wrote (10390)	6/16/2004 9:54:57 AM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "...rising rates will be positive for semi stocks..." People who believe this, taken out of context, are the target group for this blurb and Prudential's favorite prospects. We all know that price multiples will contract from here as revenue and profits increase substantially. We all know that revenue growth rates will slow from the jump off the trough. We all know that earnings will be the "primary drivers of performance". Tell us something we don't know, like how is fab capacity likely to grow compared to demand for chips.

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