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To: Ian@SI who wrote (2299)12/16/1999 12:35:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
And of even more interest, Mark Edelstone of MSDW raised his growth estimates for the chip sector to 25-30% annually. He expects revenues to double within 2-3 years [He's pretty good with those CAGR numbers. :-)]

For chipmakers to produce twice the revenue, they're going to need a lot more equipment than they have now.

As I said, news is where you're willing to look for it.

Ian.

EDIT: YESSS!!! I scored the 2300th post. <vbg>