AEIS: Opinions? Message Board

STOCKTALK

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 : AEIS: Opinions?

AEIS 195.25

-5.0%

Nov 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John M. Tarrh who wrote (11)	12/4/1996 3:03:00 PM
From: Jim Tao	of 115

John, I think that your analysis make a lot of sense. AMAT, LRCX or NVLS can buy components cheaper from their suplliers than make it by themselves. Just like the auto makers doing right now. GM is the least profitble of all big three and Chrysler is the most profitable. The reson of that is that GM makes a lot of components by itself while Chrysler buy them from the suppliers. Very similar situation in the semi equipment market. If you can buy the components cheapper and just as good as you can build by yourself, why you want to carry all the overhead? Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next