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To: Moonray who wrote (10957)	3/18/1998 10:21:00 AM
From: shane forbes	Respond to of 25814

Moonray, if he was talking about the chip industry in general, hopefully, we will get higher industry growth than low double digits over the next few years! What should be interesting is how the industry excluding DRAM does. I hope for around 17-23% revenue growth over the next 3-4 years. If instead it falls to say 11-14% our stocks will do the big suckaroo. So maybe he was referring to PC related stuff. Estimates I've sign and the general trend towards greater usage of chips in everything from toasters to cars does not seem to suggest to me that we will fall under the long term average of 17% over the next few years. As long as capacity spending decreases (and today's BTB from the semi-equips had 0.92), we'll do fine in the next few years.