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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Zeev Hed who wrote (140)5/29/2000 10:00:00 AM
From: Ian@SI  Read Replies (1) of 276
 
Zeev,

Relatively speaking, the chip industry is still in its youth.

There is still significant innovation and consolidation underway.

The auto industry, on a relative basis I suspect you'd agree, is more mature.

If you don't believe that, why not just invest in autos? ;^)

Ian.
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