ORBKF Anyone? 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 : ORBKF Anyone?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Monahan who wrote (546)	8/30/1998 3:46:00 PM
From: Valley guy	Read Replies (1) of 575

I have no current position in orbkf. I wonder if the apparent value in orbkf might be illusory based on my unfortunate experience with a different company in a similar business. REAL seems to me to be in a field thematically linked to ORBKF. REAL's first quarter results were outstanding this year. I thought that if they hadn't been hit by the Asian flu yet, they must be immune to it, so I bought in around 12. The next quarter results for REAL were disappointing, and now it's around 5. The post mortem consensus was that there is a considerable time lag between the day chips get hit and the day chip-testers-and-quality-assurers get hit. Could the same scenario and reasoning (and dismal performance) apply to ORBKF?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next