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Technology Stocks : Semi Equipment Analysis
SOXX 340.44+3.2%9:30 AM EDT

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To: Donald Wennerstrom who wrote (75336)4/9/2017 9:58:57 PM
From: robert b furman2 Recommendations

Recommended By
Donald Wennerstrom
Gottfried

   of 89089
 
It is really quite amazing.

The dot.com bomb crashed as everyone's future vision realized the ubiquity of the internet would after all take time.

Still to this day 50% of the used car dealers walk a customer if they don't get their undocumented price (dream/opinion).

Those customers go to Autotrader.com or Cars.com and find 50 vehicles with less miles and better condition below the ignorant dealers "vision of the vehicle's value" all within a 5 hour drive at most.

The great equalizer = the internet!

It is those dealers who wonder where all the traffic HAS GONE?

Yet those of us who have experienced the last 16-17 years see Amazon.com shuttering thousands of retail outlets and see UPS trucks and FedEx trucks everywhere - even in the deep rural markets I live in - in Wisconsin.

It is relentless and inevitable.

Yet we should be surprised to see Sox or SMH hit new highs as 0ver half of the enabling tech companies have either run competitors broke and/or merged to be relentlessly more efficient - with maintained margins.

It is the greatest source of continuous growth our generation / life time will see.

So it will be!!

BOB

In my eyes it not questioned - it is expected -WITH ONE CAVEAT - IATL = IT ALWAYS TAKES LONGER.

A multi bagger in tech is more than due !!

Bob
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