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

To: Kirk © who wrote (10466)	7/7/2003 11:41:12 AM
From: Donald Wennerstrom	Respond to of 95520

Kirk, You are correct, the table presented on growth does not say anything about why or how the revenue growth occurred. Acquiring companies is obviously a fast way to revenue growth, and some companies do it very well - and some not so well. Also, as you point out, revenue growth is one thing, but more importantly is profit growth commensurate as well. With respect to Agilent - one of these days I may find time to "overhaul" my list of semi-equip stocks. I started the list in 1996 with a group of 40 stocks - now it is down to 25 stocks. Maybe later towards the end of this year I can revamp the list and put some new stocks in the list like Agilent. Don