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

To: Donald Wennerstrom who wrote (10459)	7/6/2003 10:31:07 PM
From: Donald Wennerstrom	Respond to of 95520

This is the same data sorted by compound growth rate. - REVENUE BY YEAR - IN MILLIONS - COMP - LATEST 5TH YR PCT GRTH SYMBOL YEAR BACK DIFF RATE BRCM 1083 217 399 49 TSM 4722 1462 223 34 MXIM 1025 560 83 16 XLNX 1156 662 75 15 NVLS* 840 519 62 13 STM 6318 4248 49 10 KLAC* 1637 1166 40 9 LSI 1817 1517 20 5 AMAT* 5062 4330 17 4 ALTR 712 654 9 2 AMD 2697 2542 6 1 LLTC 512 485 6 1 INTC 26764 26273 2 0 MU 2589 3025 -14 TER* 1222 1489 -18 NSM 1673 1957 -15 TXN 8383 8875 -6 MOT 26679 31340 -15 TOTALS 94891 91321 4 1

To: Donald Wennerstrom who wrote (10459)	7/7/2003 11:13:38 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95520

Your table shows 83% growth for Maxim I bet the before doesn't include Dalas Semiconductor. M&A can really distort numbers. During the bubble, folks thought JDSU and Cisco were growing earnings but all they were really doing was buying companies so the bottom line grew, but at a huge cost. Agilent now over $20.... I should not get too excited but I've been telling folks here it was under valued for some time including when I bought some at $10.89. That was one of the few, not on your list, in the sector that got to low price/book and price/sales levels normally associated with bear market bottoms. I sure wish you could add it to your list as it is part Semi stock and part CapX stock.