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 (11117)	8/5/2004 9:17:34 PM
From: BMcV	Read Replies (1) of 25522

>>What such high growth figures must also indicate is that can surely be no more upside.<< I've said it before, but I cannot understand why there is this misconception in the popular media that peaking growth rates means a growth peak. Everyone should realize (one would think) that we are coming off an unusually prolonged decline, so that just to return to normalized growth rates of 10-15% would require a period of abnormally high growth. Now, if we are back to trend, why can't normal growth rates be acceptable and not seen as a "lack of upside"? Given the profitability of these companies at current revenue levels, let them stay here forever, as far as I'm concerned! Growth or no growth!

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