Applied Materials No-Politics Thread (AMAT) 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 : Applied Materials No-Politics Thread (AMAT)

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: willcousa who wrote (8257)	12/5/2003 11:07:05 PM
From: Proud_Infidel	Read Replies (1) of 25522

I must admit that I am not quite sure what the term "bubble" means. Everyone throws it around when talking about anything tech, and yet I do not think that this is appropriate. Industries like networking clearly saw a bubble in 2000 and will not pass those levels for quite sometime.....internet stocks- totally separated from reality in 2000. But what of semiconductors? There are numerous forecasts calling for higher revenues in 2004 than in 2000.....can this be termed a bubble in any sense of the word? A 4 year gap from one peak to a new one is a normal business cycle, not a bubble. Technology is not a monolith, and one word cannot sum up the varied technology field(s), not to mention the all of the emotions that go into pricing the shares.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next