SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials
AMAT 301.88-1.0%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (10462)11/6/1997 3:22:00 PM
From: Cary Salsberg  Read Replies (1) of 70976
 
Brian,

RE: "Either the estimates for the near future are much inflated(I do
not think so) or Morgan is being very conservative(History repeated)."

You have put your finger on the issue. I have seen estimates up to $3.50 for '99 and $10B for 2002 has been repeated enough to start sounding like BOILERPLATE. On the other hand, as we get closer to 2002, Morgan should be more accurate. We have been hoping for faster growth from AMAT than 20% and we have once heard $10-15B early next century. We have also heard that 300mm implementation will be dragged out and will cause a slowdown in industry growth. You say "I do
not think so." I say "I don't know and I am concerned."

Cary
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News