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

To: Donald Wennerstrom who wrote (10959)	8/13/2003 1:27:05 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95663

This is the last post in the series of three. This post uses the last year's revenue data as a baseline for going forward. The analysts have a consensus "long term" growth rate which they periodically update. Using the most recent consensus long term growth and applying it to the latest revenue data a revenue goal in 5 years can be computed. The result is shown in the last column. If you look at the bottom line, it is a pretty "heady" result. - (2002) FST CALL (2007) - LATEST LNG TRM 5TH YR SYMBOL YEAR GROWTH FORWRD AMAT* 5062 20 12754 ASML 2250 15 4526 ASYT 260 20 647 ATMI 213 20 530 BRKS 304 20 756 CMOS 164 20 408 COHU 135 7 189 CYMI 290 30 1077 DPMI 342 15 688 EGLS 57 22 154 FSII 143 23 394 HELX 100 28 337 KLAC* 1323 20 3292 KLIC 465 20 1157 LRCX 755 20 1879 LTXX 121 18 271 MTSN 204 20 508 NVLS* 840 22 2270 PHTN 69 25 211 PLAB 387 20 963 SMTL 124 17 266 TER* 1222 19 2916 UTEK 69 18 155 VECO 299 20 744 WFR 687 14 1323 TOTALS 15885 38414 * Component of 17 stock SOX-X Index