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.
Technology Stocks : Semi Equipment Analysis
SOXX 345.64-2.0%Feb 3 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Return to Sender who wrote (14449)4/13/2004 7:43:50 PM
From: robert b furman  Read Replies (2) of 95850
 
Hi RtS,

What a manufacturing machine 60% margins on not barn burning volume.Talk about a cash machine 4.6 billion in depreciation and 4.0 billion in Capex.

That on top of new communication products beginning to roll out at a faster rate.

I wonder if anyone can ever catch them - they'll be bulletproof and unbeatable -if they just don't make a huge mistake they're Gorilla's for a generation or two.

Most impressive to watch.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext