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 162.25

-1.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (10708)	10/9/2002 7:21:24 PM
From: Mark Marcellus	Read Replies (1) of 10921

Not once did I mention money. IC's have, and will continue to allow, growth in productivity the likes of which we have not seen before. You can argue with this all you want, but in the end until Moore's Law is eclipsed by physics or a lack of innovation, we will continue to see this growth. Well, if you're going to be investing in these stocks you should be mentioning money. Moore's Law is well and good (and has been very generous to our portfolios), but at some point you have to worry about a more venerable law: the law of supply and demand. Don't get me wrong, I don't think we've seen the end of the growth period for semis. However, I think it's important to consider that possibility.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next