Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

Nov 17 4:00 PM EST

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To: Return to Sender who wrote (94071)	3/24/2025 3:24:39 PM
From: Elroy	of 95427

70% or 30% does not matter at all. 70% indicates a higher level of value added technology in the product sold than does 30%, and all the benefits that go along with that. I'd much rather own a 70% gross margin company than a 30% gross margin company. Sure, valuation matters as well, but those are different issues. One is fundamental to the business (level of gross margin), the other is fundamental to the stock.

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