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To: uu who wrote (15009)	9/15/1998 1:47:00 PM
From: patrick tang	Respond to of 25814

That 30% 'growth' was for totally unrealistic business conditions - everybody overbuilt and wanting to take market shares from the next guy. Well they found out exactly where that leads to. Too bad those 30% won't come around again - easy to make money just riding the cycles. patrick

To: uu who wrote (15009)	9/15/1998 3:46:00 PM
From: shane forbes	Respond to of 25814

Addi: That mid 1990's 30% was primarily a DRAM driven thing or one could argue the byproduct of a PC related lovefest <g> Nevertheless for that group there is some hope that one day there will be very big revenue gains mainly because at some point the semis have to go to 300mm <let's say around 2001 - 2002>. This should be enough of a change to bring back if not 30% then at least a 20% average for the years 2000-2003 or so... then again we could all get converted into a puff of Hydrogen and Carbon by that time frame <g> the key point is that the longer it takes to materialize the stronger the "sudden jump" will be... it's the herd effect - one semi company will upgrade and then they all will (so that they won't be left behind) - just so that they can all participate in another down cycle 2 years later <g> Shane.