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Non-Tech : Kirk's Market Thoughts
COHR 181.67+2.4%Dec 5 9:30 AM EST
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To: Jerome who wrote (2293)11/20/2014 4:23:20 PM
From: Kirk ©1 Recommendation   of 26710
 
Indeed
One company's loss is another company's gain. How many times have we seen this happen?
and now Apple can buy sapphire from companies with much lower costs from buying used furnaces...

It is a HUGE reason I gave for avoiding GTAT too... too much dependence on a single customer is far too much risk. You can see what happened to CACS in my summary when T bought Cingular and put the screws to suppliers of telecom equipment that was doing well supplying the iPhone/Cingular network.... T had AWFUL networks too... Apple was a joke with how their phones lost calls and much of it was due to the merger where I lost a ton of paper profits... Don't trust these people (at any of these big companies) further than your urine stream...
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