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

To: Sam who wrote (85447)	8/9/2020 8:41:10 AM
From: Sun Tzu	Read Replies (3) \| Respond to of 95487

Actually my point was not to pick on INTC and MU but entirely something else. I wanted to prompt research and a look at long term price movement of the semis. Semis (both chips and caps) are mostly cyclicals. And cyclicals don't do secular growth. A comparison of the SOX index with XLK or QQQ (which still includes many of the chips and tech cyclicals) makes this abundantly clear. You can take a "dumb" approach to investing in cyclicals and come out miles ahead of the smart investors. Simply follow the PE10 approach (or a variation of it such replacing earnings with sales) and you will be much better off than all the technical analysis and clever work that the people do.