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 : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mason Barge who wrote (4794)2/10/1998 5:08:00 PM
From: nnillionaire  Read Replies (1) of 10921
 
Mason,

>How about Korea? Do you not do business there, or are they really buying your product?<

Good question. For many reasons, we have never had much exposure to Korea. We are a relatively small company that tends to 'put out the fires', and China, Japan, and Indonesia were 'on fire' in the past.

Good Investing

ps - I hope your short position in AMAT was very small. Earnings were just posted on the AMAT thread. In summary, earnings beat expectations by $0.02, but management is worried about SEA contingencies.
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