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

To: Jacob Snyder who wrote (47568)	4/24/2010 7:19:51 PM
From: Sam	Read Replies (1) \| Respond to of 95420

The concept of "pent up demand" implies there is something inevitable and inherent, about future demand: if it isn't happening now, that means it is 100% certain to happen later. But there are so many counter-examples...like Cuba and cars. Well, I don't think that the Cuba and cars example is apt in this case--unless we get a double dip or another credit crunch. As long as the economy is functioning reasonably normally--which is to say, expanding with new opportunities being pursued by large numbers of people and companies--there will be new demand for electronic "gizmos." Could people live without them? Sure. But the economy wouldn't function as well without them. And people today--both in developed and developing countries--like them. Love them, in fact. As long as they have discretionary money, they will keep buying them until what I have called their "pent-up demand" is sated. There certainly will be another slowdown at some point. I just don't see it soon. I'm not sure that we are really disagreeing with other so much as we are not using the term in different ways and perhaps have different time frames. 4000 years ago, women would hang gold coins from the fringe of their cloak and hat, to show they were desirable women of wealthy families. Probably. Although they may have been using things like shells in in settlements by oceans. I'm not sure gold use was that widespread that early. It will be interesting to track the SOX:PPH ratio in the coming months, thanks for pointing it out. It has already had 2 pretty deep dips in the past 5 months. How does one tell if it is a head fake or not?