Value Investing 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 : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: monicadepp who wrote (24314)	7/13/2006 12:50:08 AM
From: Spekulatius	Read Replies (2) of 78687

Chips will be eaten alive by Asian manufacturers. So will Cisco. In you post in the AMD thread you spread a lot of doom and gloom about the chip sector, semi equipment and CSCO. Other than the analogies with car companies, do you have anything to back up your claims? Has Cisco or AMAT lost market share? Are their margins down (they look stronger than ever to me) ? Are they in financial doldrums? Is AMAT less profitable than Tokyo Electron? Does AMAT grow slower? What are the gross margins for Japanese chip makers versus those of US? Is TXN hurting? I suspect that you have no data to back back up your claims. If you do, come forward and share them on this board.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next