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: Uncle Frank who started this subject	9/25/2001 5:20:04 PM
From: paul_philp	Read Replies (2) of 54805

Speculation is everywhere that we are at a bottom. I doubt it - at least in technology. We have yet to see the massive rationalization that is needed. Except for HP/Compaq, where are the consolidations? There is still way too much capacity in semiconductors, manufacturing and contract manufacturing. I will believe we are nearing the bottom when the big start eating the mid size. I think it is still a while off. Many second tier firms still have a ton of cash and they are playing a giant game of chicken. When Intel, Cisco, Dell, Microsoft, Applied Materials have enough confidence in the future to start buying, then we are at the bottom. Cheers, Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next