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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (2581)	8/21/2002 10:27:15 PM
From: Cary Salsberg	Respond to of 25522

RE: "Tell me we aren't making 10 times as many chips as we did then." I hope you are not another who thinks that Moore's Law is the "Achilles Heal" of the semi industry. It is not! I don't know if "10 times" is accurate. I don't think it is all that relevant. People don't eat "chips". I want to thank you for starting with "wild-eyed" and then making a pretty reasonable case to support $20B. A double in 5 or 6 years (close to historical industry growth rates)from current depressed levels driven by continuous advancements in technology is highly likely.