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Technology Stocks : Semi Equipment Analysis
SOXX 306.040.0%Dec 26 4:00 PM EST

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To: Cary Salsberg who wrote (11167)8/23/2003 5:30:48 PM
From: Proud_Infidel  Read Replies (1) of 95639
 
Cary,

Only 1, INTC, is a technology company, so lack of excitement might be due to lack of knowledge about technology.

I am curious as to what is your definition of a technology company?

My definition of a technology company is any company in which 50-60% of revenues in any given year is created by products that were not on the market 2 years ago. Using this measure, many(most??) so-called technolgy companies would be eliminated from having that nomenclature. Technology in my mind means constant innovation.

Brian
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