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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (19547)	5/18/1998 11:46:00 PM
From: shane forbes	Read Replies (2) \| Respond to of 70976

GM: Since you have the BTB goods what is the average YOY increase in semi-equip revenue over recorded history as you know it? Fair to say that it should be around 17% per annum - I am basing this on fact that chips growing at 17% ad infinitum must mean that semi-equips might do the same + or - a little bit (assumes semi-equip %ge of chip revenue has remained fairly stable)? Now for the tough question: As the chips get more complex I would assume that the semi-equipment needed will be more and more expensive and thus conceivably the future average growth rate for the semi-equips will exceed the chip revenue growth rate. Hazarding a guess at say average at 20% for the next few years - intermediate rate - also suggest chip company profits just went down a few basis points! Shane (just wondering. Semi-equips are a good l/t business no doubt! Could this also mean that the l/t rate of 22% that Katherine showed has to be gradually adjusted upwards in future years? just mumbling now...)