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 : Silicon Valley Group
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Duane L. Olson who wrote (1335)12/7/1997 5:41:00 PM
From: Scott Brooks  Read Replies (1) of 2946
 
Duane,

I suspect that they can reallocate the capacity (as one of their big knocks speaks of capacity constraint) towards a willing buyer, but...one in the hand is worth two in the bush. Ironically, as a co. they have very little Asian penetration (<10% I think) and this deal represented some positive traction in that region. Generally speaking, this represents the extent of my knowledge and am unable to comment on other projects/margins etc.

Best,

Scott
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