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Technology Stocks : Semi Equipment Analysis
SOXX 305.32-0.2%4:00 PM EST

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To: Proud_Infidel who wrote (13725)3/4/2004 12:46:59 PM
From: The Ox  Read Replies (1) of 95645
 
The bubble was a combination of excessive stock market valuations, excessive amount of chips being created for the wrong/peaking industry(telecom) and over spending on new chip equipment/fab upgrades. The MCIs and Enrons of the world were flat out lying to the market place and they "created demand" for certain types of chips that was simply wasn't there.

I don't see the direct correlation between the chips being created today and back in 2000.
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