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Strategies & Market Trends : Dividend investing for retirement

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E_K_S

To: geoffrey Wren who wrote (28853)	3/6/2018 11:55:38 AM
From: robert b furman	1 Recommendation Read Replies (1) of 34328

QRT was a high risk method that wasn't proven. TIS is the guinea pig. IF it proves out - they'll be building market share in the highest margin sectors. THat faster growth and better margins will run a long time if competitors decide to copy them. These new designs take time and are not guaranteed. I think TIS saw this as a long term event and will get it fine tuned. One thing for sure ValMet is in with making it work - if it proves out it will be the next new way to go for the global industry. I still think big market shares players are out to make TIS go broke and buy up the new technology through th BK courts. Tis is in the struggle of their life. If / when they make it - they'll grow fast and have a better margin - time for some pay back. I don't think Tis knew the difficulty of what they attempted to do - especially on a shoe string balance sheet. As Steve always said it is a 2018 event. Look at hoe long memory and semi's took to ramp up new nodes and other designs. It doe not happen in a quarter! mean while those who bought the at market stock got killed along with every one else with today's wash out to 8.95 ERGG! Bob

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