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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (9929)5/21/2004 9:46:57 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
Monotonically increasing does not imply a constant CAGR. It means no dips.

I don't know the historical number, but I expect it to be exceeded and expect unit volume growth (rate) to continue growing. I also expect ASPs to approach monotonically decreasing. The key is the product, revenues, and I see it approaching monotonically increasing if prudent behavior can eliminate capacity driven cycles.


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