Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (11202)	8/24/2003 3:57:28 PM
From: Donald Wennerstrom	Respond to of 95663

OK, here it is - column added with compound growth rate for the 4 years. - 10/08/98 10/9/02 CMPD - CLOSE CLOSE PERCENT PERCENT SYMBOL PRICE PRICE CHANGE GRWTH PHTN 2.25 16.15 618 64 NVLS* 7.30 20.17 176 29 CYMI 6.50 16.74 158 27 LTXX 1.31 3.33 154 26 KLAC* 10.94 26.15 139 24 LRCX 2.93 6.72 129 23 AMAT* 5.59 10.41 86 17 SMTL 2.57 4.29 67 14 COHU 6.75 9.99 48 10 WFR 3.63 4.70 29 7 ASYT 3.13 3.95 26 6 CMOS 5.00 6.30 26 6 ASML 4.38 5.28 21 5 ATMI 11.50 12.44 8 2 BRKS 8.38 8.95 7 2 HELX 7.88 7.48 -5 -1 TER* 7.82 7.22 -8 -2 DPMI 17.88 16.07 -10 -3 PLAB 9.50 7.90 -17 -5 MTSN 2.75 1.65 -40 -12 FSII 4.25 2.36 -44 -14 UTEK 13.56 6.77 -50 -16 VECO 21.63 9.40 -57 -19 KLIC 5.19 1.95 -62 -22 EGLS 7.94 1.21 -85 -38 TOTALS 180.56 217.58 21 5 SOX-X 189.90 214.06 13 3 COMPQX1419.12 1114.11 -21 -6 * STOCKS INCLUDED IN SOX INDEX Let me add one thing I should have in the previous post about INTC. First Call has a consensus long term growth rate of 15 percent for INTC. Why should we "guess" what the growth rate will be when we have experts to do it for us.:) The table below shows what a growth rate of 15 percent would do - 53.9B for the year 2007. (DEC) (B) YR TOTAL ENDING REV 2002 26.8 2003 30.8 2004 35.4 2005 40.8 2006 46.9 2007 53.9