SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (20621)2/7/2005 5:04:27 PM
From: LauA   of 78717
 
I thought Grantham's piece was rather sanguine. My reference to the last two pages was a reminder of Tobin's Q, and the current state. I enjoy reading something intelligent from someone who looks down before she looks up.

Vis a vis VSH: have you looked into the guts of the new Apple G4/5 mini? The overclockers have been removing resistors which are barely visible. Wonder who makes them, and how they get soldered? AND, if you wanted to worry about the passive business, how about this nano-stuff. Self-assembly and carbon nanotubes that can be applied in solution. Looks like circuit boards will be printed up with inkjet technology. Perhaps may appear about the time that Social Security goes bust, but not good for commodity parts makers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News