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: Michael Sphar who wrote (3372)6/17/2001 3:09:35 PM
From: Don Lloyd  Read Replies (1) of 3539
 
Michael -

...The hollowing out of tech margins will continue. That's why I see the fringe chip makers the only safe play. Those companies that sell in the mile wide one foot deep market space like the analog houses. LLTC, MXIM and the unmentionable one....

Nice post, with a lot of reasonable sounding commentary.

Is it possible to identify the unmentionable one without mentioning it? -g-

TIA, Don
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