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In the theoretical under-pinnings on a safer way to invest:
Avoiding technology because of cyclical predication is unwise.
Technology may apply to any field regardless of the needs. Flavors change by the day. Implying a certain industry is non-isolated is world- not-round today. I.e., consumerables will always be in demand is wrong. 'innovator's dilemma' may be used in any sector, industry.

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