SI
SI
discoversearch

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.
Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
3bar
justâ„¢
To: Return to Sender who wrote (5231)7/18/2017 5:33:21 PM
From: robert b furman2 Recommendations  Read Replies (2) of 8239
 
Hi RtS,

Personally it is like seeing a long lost friend walk thru the door.

HEY EUPHORIA - where you been?

October of 1998 to March of 2000 = 18 months and the game is still hated?

This puppy has hit new highs and the millennials are still using their credit cards for Starbucks.<smile>

They are serial late bloomers I suspect so too will be their Wall Street lesson.

Euphoria's party has yet to begin IMO.

15 years of consistent accumulation in semi companies whose service business covers 40% of their overhead expense, is almost as good as owning a Chevy dealership - in a world where chips truly are become ubiquitous:

PCs

Laptops

smart phones

the cloud

the internet of things

G5

artificial intelligence

robotics

machine learning.

If you have steadfastly invested in chip equipment makers and the chip companies it is far more ubiquitous and growing faster - almost exponentially compared to our younger days.

In my world , with patience and luck - the 15 years of accumulation equals a 10 bagger at least.

Some where around then the millennials, will be maxing out their credit cards and becoming independent investors/entrepreneurs, sound familiar?

This top has yet to begin - when the fang stocks go sideways for 6-10 months - I'll begin worrying.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext