Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Pink Minion who wrote (10544)	7/11/2003 12:15:17 PM
From: Cary Salsberg	of 95503

RE: "I was married to it from 1995-2000 and learned that the hard way." If I remember correctly, a relative who followed my advice saw $18K invested in 1996 grow to $165K in 2000. Unfortunately, she has retained only about $80-100K, in the crash. RE: "No way can demand growth match the "doubling of supply (transistors) every 18 months." Doubling has occurred between every 12 months and the current every 18 months+ since the 1960's. Demand growth has exceeded supply and lower ASPs for a very long time and chip revenues have grown for a very long time. RE: "Market moves seems senseless to me, thus either I'm an idiot or I need to think like one." Not an advertisement for a market newsletter or a reason to post to investment message boards.

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