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

To: Cary Salsberg who wrote (6648)11/3/2002 2:22:38 PM
From: Alastair McIntosh  Respond to of 95525
 
Cary, I do think that you have a very optimistic view of AMAT's revenues and earnings. I don't thing $20B is in the cards for 2008. That would require a 30% annual growth rate for the four years after 2004. I also think that 20% margins are high for 2004 coming off 8 to 9% this year.

We now have your optimistic view and my conservative view. We just need someone to argue the negative view<g>.


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