Gorilla and King Portfolio Candidates Message Board

STOCKTALK

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 : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sunny who wrote (6017)	9/5/1999 4:29:00 PM
From: Uncle Frank	Read Replies (1) of 54805

Sunny, you sure caught on to the "ask the expert" theme quickly <g>. Let me return the favor. You said, how do you judge a company like CYMI that has the overwhelming dominant position in the enabling technology for the engine that is driving the chip business? I've never invested in the semiconductor equipment sector <don't much like cyclicals>, so please explain why you think cymi has such a strong position? Is it based on their ipr, their growth of sales, or penetration of their sector? At first glance, their strength doesn't seem to be reflected in their p&l. uf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next