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.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lone Star who wrote (23850)10/22/1997 11:38:00 AM
From: Mike M2  Read Replies (1) of 132070
 
Lonestar, I think I speak for most Burkites when I say that we expect margins to come under pressure due to excess capacity in the semi industry and a slowdown in the rate of growth. At some point we do expect negative unit growth. As MB says it ain't sales it's margins. We also expect the commoditization of many semis and end products to continue to pressure margins. The TV industry was once a higher margin business now it is not they still sell TVs they just don't make the margins they once enjoyed. Burkite Mike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News