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: Nadine Carroll who wrote (39903)12/18/1998 9:00:00 PM
From: Earlie  Read Replies (1) of 132070
 
Nadine:

There is and its massive.

The semi equipment producers' stock run-up is pure herd stupidity. Example; AMAT needs a backorder that exceeds a billion to be a viable, profitable company. It's a fraction of that today, and it won't grow until semis turn, plus there will be a lag this time around. due to the excess capacity. Good technology, excellent balance sheet, great management, but no orders. On the other hand, perhaps we're in an era where investors want to hold a company's paper even if they don't make money and even if they go broke. (g)

Best, Earlie
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