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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Pink Minion who wrote (10541)7/11/2003 9:56:06 AM
From: Cary Salsberg  Respond to of 95487
 
RE: "Anybody who thinks this Law makes for a good investment needs to take Econ 101. It has to be the most misquoted law out there."

I think Moore's Law "makes for a good investment." Almost everyone who attends college takes Econ 101. It doesn't seem to have helped very many.

I am 100% invested in Moore's Law and I am very happy about it.



To: Pink Minion who wrote (10541)7/11/2003 10:12:22 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 95487
 
Using your "logic" you would have NEVER have invested in Intel, Applied Materials or the myriad other companies even 25 years ago, since Moore's Law has always been in effect.

What exactly is your investment style anyway and what do you see for the future?....I do not get much from your profile since all it says is "Think like an idiot."

BK



To: Pink Minion who wrote (10541)7/11/2003 2:57:48 PM
From: Sam Citron  Respond to of 95487
 
chip sales have been been bouncing around the 10 to 13 Billion dollar range for the past 8 years...I guess the scary part is the stock prices are 4-5 times higher.

That's true of the winners, but not of the losers. Look at the 10 year charts of AMD, KLIC and MU as examples.
bigcharts.marketwatch.com

So it seems "half the industry gets crushed" while the other half prospers. So what's new?