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.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (17941)10/31/2003 11:07:40 PM
From: jeffbas  Read Replies (1) of 78743
 
Paul, I still own SEMI and think it could double from here. Read "semiwiz2002" occasional posts on Yahoo. He is very well placed to know what is going on in the industry and at SEMI, but tends to get carried away on the numbers. Even at today's price the stock is around tangible book value.

I am bearish long term on domestic-only distributors (like SEMI) as manufacturing will probably continue to move overseas.
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