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.
Non-Tech : The Official Guide To GOOFS
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brandon Scott who wrote (50)5/27/1996 12:03:00 PM
From: Paul Weiss   of 3539
 
Well howdy Pilgrim (defn: one who makes the journey from distant thread), If you're asking my opinion on the semiconducter industry, I'm willing to offer an opinion. Heck, even if you're not asking... Overcapacity is the big concern. The industry has been wildly profitable in recent years. Margins ran in what, 40-50% range for years? Hordes of PhD's with some venture capital are pulled in like moths to a light. The result is an industry that needs to consolidate. Its uncanny how a hot sector will soar for about 3 years and then drift for 12 to 24 months. Or I could be wrong. I've stil got my GTC for INTC in at 43 1/2. One thing I like about the market is that its not you vs. me. We can invest in separate industries and both profit. Regards, TBG Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News