Semi Equipment Analysis 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 Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (11553)	9/11/2003 1:30:26 PM
From: BWAC	Read Replies (1) of 95617

So simple arithmetic valuation has nothing to do with determining a sufficient rate of return on your capital required based on the economic risks at hand? You know as in if CSCO could for example have cashed in its $400 Billion of valuation that it could earn more in interest payments at 2% rate than it could ever hope of making in a single year of operations? Or if AMAT cashed in its $36 Billion valuation that it could earn shareholders more in risk free interest income over a 5 year cycle than it could in operating earnings? That kind of simple arithmetic?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next