Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 268.10

-4.8%

4:00 PM EST

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The Ox

To: Sam who wrote (86581)	3/5/2021 8:58:24 AM
From: robert b furman	1 Recommendation of 95445

Hi Sam, There are billions of lost Dollars and many sinbleached bones along the development trail of leading edge semiconductors. Especially when the money being dumped into the competitive ranks is sovereign money intended to buy a leadership role in the global market. I just think of how South Korea over invested to be king in memory. It took years for bankruptcies and capitulation to create a rational allocation of capital in the industry. More newbies in the game makes me fear excess capacity all over again. Lean efficiency and debt free is the safest business model for those times. Intel used to be are they anymore? BRKS is debt free. Cohu is going to be by Q 1 2022 with there recent 4.95 million share secondary. Can anyone else make that claim? Bob

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