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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (35979)	7/24/2000 1:17:10 PM
From: lrrp	Read Replies (1) \| Respond to of 70976

Ian, I tried to listen to the optoelectronics conf spinn off call; but it was rather dull; I mean if a company can only grow at 39% a year, well- I think I dreamt the rest; the white rabbit ran across the floor when the ceo to be said the optical part of the biz is growing in triple digits; and some one ( I dont know who,) said that there will be constraints on parts (components) for atleast two years; well, thats where I woke up; it must have been a bad dream! steve One question; has it been true for most cycles in semi land that stock prices have peaked one year before peaks in revs ?; I know Cary had said something like that, but I cant find the reference--