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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Sam who wrote (89470)	12/27/2022 8:56:49 PM
From: robert b furman	1 Recommendation Read Replies (1) of 95546

Samsung, Intel, XOM, All fortress balance sheets,low debt, and opportunistic to leverage the balance sheet in a counter cycle fashion. A strategy to stay one step ahead of the competition, to complete capex early and at the lowest cost. It also makes your competition less profitable, as you can compete on price with a lower cost basis. Brilliant competitive strategy, if you accumulate the wealth first. Bob

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