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

To: Cary Salsberg who wrote (7041)	11/22/2002 2:24:42 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95560

Cary, All talk of slowing growth rates is just forecasting by projecting the present Very well said. Extrapolating from the nadir can be as much an impairment to one's wealth as buying in during times like March of 2000. Too few people seem to notice this most obvious point. Brian

To: Cary Salsberg who wrote (7041)	11/22/2002 3:44:49 PM
From: Alastair McIntosh	Respond to of 95560

Cary, I said "somewhat" agree with you. I was referring to the flood gates for orders opening. As far as growth rates are concerned, we still differ. I don't know what will happen by 2008. You may or may not be right. However $20B in sales for AMAT by then requires an annual growth rate in excess of 30% after 2003. Won't happen in my opinion. In any case I don't bet on a situation that far in the future. Even if rapid growth returns there is no guarantee that today's companies will be the leaders in the future.