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.
Politics : Ask Michael Burke
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: thomas hayden who wrote (30454)8/2/1998 12:31:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
Thomas, Only one point needs to be made. You have made the case for KLIC and LSI's products being in high demand, but you have made no mention of their competition. They are not the only and, in many cases, not the best producers of the stuff they make. You can still disagree with me, but be sure to check out what the competition is doing to make certain that Klic and LSI never get their profit margins back. Also, please don't fall for the chips are ubiquitous scam. Sure they are. So is salt. Do you see any salt companies selling for big bucks? Nope. A commodity is a commodity and unless it is in a shortage situation, profits are hard to come by.

BTW, not everyone hates the chip stocks. These stocks are still way above where they were in the previous downcycle.

Good Luck,

MB
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