Fisher Investments on Technology -- Contents -- Foreword -- Preface -- Acknowledgments -- Part I: GETTING STARTED IN TECHNOLOGY -- Chapter 1: TECHNOLOGY BASICS -- MORE THAN GADGETS . . . A MEANS -- TECHNOLOGY 101 -- STARTING SMALL: SEMICONDUCTORS -- GETTING LARGER: PRODUCTS AND COMPONENTS -- MAKING IT ALL WORK: SOFTWARE AND SERVICES -- Chapter 2: A BRIEF HISTORY OF MODERN TECHNOLOGY -- THE SNOWBALL EVENT: HISTORY OF SEMICONDUCTORS -- HISTORY OF COMPUTERS -- HISTORY OF COMMUNICATIONS -- HISTORY OF THE INTERNET -- Chapter 3: TECHNOLOGY SECTOR DRIVERS -- ECONOMIC DRIVERS -- POLITICAL DRIVERS -- SENTIMENT DRIVERS -- Part II: NEXT STEPS: TECHNOLOGY DETAILS -- Chapter 4: TECHNOLOGY SECTOR BREAKDOWN -- GLOBAL INDUSTRY CLASSIFICATION STANDARD (GICS) -- GLOBAL TECHNOLOGY BENCHMARKS -- TECHNOLOGY INDUSTRY BREAKDOWN -- Chapter 5: CHALLENGES IN THE INFORMATION TECHNOLOGY SECTOR -- PRODUCT MATURITY AND OBSOLESCENCE -- FIGHTING MATURITY AND OBSOLESCENCE -- EXTREME FLUCTUATIONS IN SUPPLY AND DEMAND -- INTELLECTUAL PROPERTY THREATS -- Chapter 6: A DEEPER LOOK AT CURRENT AND EMERGING TECHNOLOGIES -- SEMICONDUCTOR PRODUCTION PROCESS -- EMERGING MANUFACTURING TECHNOLOGIES -- COMPUTER TECHNOLOGY -- Part III: THINKING LIKE A PORTFOLIO MANAGER -- Chapter 7: THE TOP-DOWN METHOD -- INVESTING IS A SCIENCE -- EINSTEIN'S BRAIN AND THE STOCK MARKET -- THE TOP-DOWN METHOD -- TOP-DOWN DECONSTRUCTED -- MANAGING AGAINST A TECHNOLOGY BENCHMARK -- Chapter 8: SECURITY ANALYSIS -- MAKE YOUR SELECTION -- A FIVE-STEP PROCESS -- IMPORTANT QUESTIONS TO ASK -- Chapter 9: UPGRADING YOUR PORTFOLIO-INVESTING STRATEGIES -- STRATEGY 1: ADDING VALUE AT THE SECTOR LEVEL -- STRATEGY 2: ADDING VALUE AT THE INDUSTRY LEVEL -- STRATEGY 3: ADDING VALUE AT THE SECURITY LEVEL -- STRATEGY 4: ADDING VALUE IN A TECHNOLOGY SECTOR DOWNTURN -- STRATEGY 5: VENTURE CAPITAL -- GOOD LUCK! -- Glossary -- Notes.

About the Authors -- Index.