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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 318.61-3.0%3:59 PM EST
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To: Pink Minion who wrote (6393)7/7/2003 11:05:35 AM
From: runes  Read Replies (1) of 25522
 
<<That's because the PC component was still ~50-60 percent and still growing 20-30 percent>>
...And yet, 10 years earlier, the PC component was more like 60 to 80%. So why wasn't that boom-bust even bigger?

<<That would mean the industry would grow with GDP. During the PC boom years it grew 5 times that rate.>>
...Growing with the GDP doesn't mean that there will be a one to one correspondence. Nor, for that matter even a simple linear relationship like 5 to 1.

It ain't just about the PCs, it's the whole technology growth curve. PDAs, networks, consumer electronics, robotics. When the economy is growing businesses and people are going to try out the new technology to see how well it works. But when times are bad the "experimental" (discretionary) spending is the first thing to go.
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