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.
Pastimes : Clown-Free Zone... sorry, no clowns allowed
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Perspective who wrote (25790)10/8/2000 11:37:57 PM
From: XBrit   of 436258
 
Tough concept Mike?

Given his intelligence level, yep.

In, not one, but TWO of his weekly updates this year, he has mentioned the SEMI book-to-bill number and said explicitly that it refers to finished semiconductors, rather than equipment.

A howler like that from a Silicon Valley analyst who has LSI, INTC and AMAT on his recommended list is just incredible. The guy is... well, a clown.
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