Semi-Equips - Buy when BLOOD is running in the streets! 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.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 158.70

+1.0%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James Calladine who wrote (9626)	4/5/2001 1:34:17 PM
From: WTSherman	of 10921

<I too like IMSC, but turnaround plays like NMGC force you to question whether this is a true renaissance or a last gasp.< Well, as I said NMGC is "speculative" to say the least. The thing I like about the situation there is that management took a very bold step and killed off a business that was still pretty large, before it really faded away and dragged the whole company down with it. I've seen the later happen so many times that one almost expects management to go on fighting the "last war" until there's nobody left standing. That NMGC faced up to the situation they were in, so early, is very positive in my view. Of course, everything will depend upon their execution and the development of the markets they have targeted. We'll see...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next