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Politics : Formerly About Applied Materials
AMAT 319.51-0.9%Jan 26 3:59 PM EST

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To: Ramsey Su who wrote (22583)8/6/1998 3:01:00 PM
From: Proud_Infidel  Read Replies (3) of 70976
 
Ramsey,

Don't take it up with me, take it up with Lehman. They're the ones who came up with the estimate

Re:1993 - $.30
1994 - $.65
1995 - $1.28
1996 - $1.63


This is a 5+ fold increase in 3 years. Considering we are on the verge of the largest upgrade in semiconductor history, are my numbers really that out of line? A 9+ fold increase in 5 years.

BK
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