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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (3604)	6/22/2002 1:17:35 PM
From: Cary Salsberg	Respond to of 95536

RE: "... the growth of the past is not going to come back." I have cautioned for almost 1 1/2 years that the bubble aftermath will cause an exceptionally slow recovery. I still believe that AMAT will hit $20B in '07-08 after a long gradual recovery. But, the long term growth rates of the past will return. By long term, I mean factor out the recent bubble growth. For many companies, removing bubble growth leaves an uncertain track record, but for my favorites, there is still a long record and a strong promise that those rates will continue.