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Politics : Formerly About Applied Materials
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Katherine Derbyshire who wrote (19553)5/19/1998 11:11:00 AM
From: shane forbes  Read Replies (2) of 70976
 
Katherine:

I was talking about the rate of growth in semiconductor equipment *revenues* not the %ge of semiconductor company revenues that are attributable to cap.exp.. The latter as you say is around 21% and has been so for quite a long time. Since this is *constant* then since chip co. revenues are growing at 17% a year that means semi-equipment revenue has also been growing at 17% a year?

And I was just guessing on the part about an increasing *average* growth rate for semi-equipment revenues in the next few years. As you suggest history does not bear this out. I guess we can flip the *constant* 21% around and say that if it is sacrosanct then maybe a reversion to the mean implies some serious poopie for the chip-equipment companies going forward. (duH! as if we did not know - bulls be excused)

Thanks.

Shane.
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