Silicon Investor (SI) -- The First Internet Community

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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (34746)	4/11/2000 3:57:00 AM
From: Mephisto	Read Replies (1) \| Respond to of 70976

[One thing for sure is, bottom line growth over the long run gets rewarded with price appreciation. If rates go up the rest of the globe will have to pay more for the techie efficiencies we've created.] Bob, you've said it well, semis will have good earnings and the efficiency that innovations in technology will benefit not only the semi companies but other top technology companies such as CSCO, EMC, NOK, and SUNW. Of course, these are just a few examples. Like you say, tech wrecks happen quickly, and if you're fast, you can pick up good companies at favorable prices. Cheers, Mephisto