RE: "my 8"
AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM
4 semi equips, 2 programmable logic, 2 linear (analog) / mixed signal.
RE: "deflation-itis"
Technology has always been very volatile. Companies come and go as new technology supercedes old. The bubble has exacerbated this and there is and has been one of the highest levels of dislocation. New technology and technology advances are continuing and will drive the economy and the tech stock market. This is a function of time as we move away from the bubble excesses. I have tried to stick to the "picks and shovels" companies. The ones that provide advanced technology for applications across the spectrum. I believe that when a critical mass of new technology and applications are reached, the technology revenues, profits, and stock prices will reach unprecedented levels. |
