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To: Donald Wennerstrom who wrote (4303)	8/13/2000 12:09:18 PM
From: Kirk ©	Read Replies (1) \| Respond to of 5867

Nice tables, thanks! I believe the 5 year growth rates given to the semi-equips are, in general, achievable over the 5 year period I agree. Chambers of CSCO CEO fame has said that he expects his market to grow 30% to 50% from here to eternity (well, he said the next 10 years but that is an eternity to most investors these days). IF you take an average of 40%, then say all these networks will be connected to devices, then 40% growth for semiconductors could be reasonable. With die shrinks, 20% seems like a reasonable number as the tools allow for more efficiency (larger wafers with smaller feature sizes). I believe that AMAT has seen roughly 30% Compound Annual Growth the past decade and I might expect this to increase due to chips getting into more parts of society. Kirk