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


To: Sam Citron who wrote (10552)7/11/2003 3:16:45 PM
From: Pink Minion  Respond to of 95487
 
>> Are you saying that "it's different this time" as in "technology has suddenly matured"

Maybe you should ask "Does this technology (semi's) make it different this time than from all the others technology improvements in history?"

Semi's is just a subset of technology. We all know that anybody who thinks "technology" is dead doesn't know much about history. I'm sure people in the 60's thought electronics would make things different this time, but 90% of those tronic companies don't exist now.

Look, the long term growth rate is still up. I can think on worse industries to invest in. It doesn't matter what you pay for the "right" companies, just dollar cost average.