Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.44

+2.3%

12:30 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: geoffrey Wren who wrote (10010)	8/22/2001 7:50:31 AM
From: Mark Marcellus	Read Replies (2) of 10921

Does it bother you at all that the dynamics of your purchase are eerily similar to the decision process a car owner goes through? It even sounds like you should do a comparison between buying a used computer vs. buying a new one to see which makes more sense for you. The mental model I use for the semi sector is steel. Steel, with the advent of the automobile, became a tremendous growth business and a great investment. Then, as the auto business matured, it became a mature business and a lousy investment, because without the growth the capital requirements for being in the business became a real handicap. This happened over a period of decades. What really worries me about the semi sector is that the same thing could happen over a period of months, and it won't be clear until afterwards that this time it was the end of the road, not the end of the cycle.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next