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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (10708)	10/9/2002 7:21:24 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 10921

Not once did I mention money. IC's have, and will continue to allow, growth in productivity the likes of which we have not seen before. You can argue with this all you want, but in the end until Moore's Law is eclipsed by physics or a lack of innovation, we will continue to see this growth. Well, if you're going to be investing in these stocks you should be mentioning money. Moore's Law is well and good (and has been very generous to our portfolios), but at some point you have to worry about a more venerable law: the law of supply and demand. Don't get me wrong, I don't think we've seen the end of the growth period for semis. However, I think it's important to consider that possibility.