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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (6402)	7/8/2003 10:37:55 AM
From: runes	Respond to of 25522

<<I'm saying when the industry grows 20-30% per year, you're going to have it.>> ...Now that's a statement that I can pretty much agree with. (There may be an industry with minimal time lags where the supply can following rapid changes in demand, But semis ain't it). I am staying away from using the PC as the cause of the boom-bust because I see it as more of an effect of the real driving force - the rapidly shifting cost-functionality curve. Which is to say that, IMO, even if the PC fades into the background, other products will rise to the forefront to take advantage of the new capabilities. ...Hence my point about the PC segment of semis having dropped since the mid-80's and yet the boom-bust has strengthened. Clearly other semi segments are kicking just as strongly as the PCs. As for the GDP - you are the only one who is trying to directly correlate a GDP number to the PC sector (which you are trying to correlate to semis in general?). ...My original comment was that, even as the semi market spreads over other products, they will still be sync'd to the PC segment via the economy. To whit - growing economy, high tech investment. Shrinking economy, cut the tech investment.