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 : Varian Semiconductor Equipment Associates -- VSEA
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (1746)1/24/2006 5:52:15 PM
From: robert b furman  Read Replies (1) of 1929
 
AMEN,

We'll need to prove how leveraged these companies can become.

Splits will need more than just an increased level of revenue - the margins that fall to the bottomline must expand as revenues grow.

I do believe this is possible and will surprise most when it ocurs.

The productivity gains and efficiencies from right sizing over the last 5-6 years are far from being properly reflected in this sector.

Bob
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