Semi-Equips - Buy when BLOOD is running in the streets! 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 : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 148.32

-3.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (7505)	1/7/1999 9:22:00 PM
From: Ramsey Su	Read Replies (4) of 10921

Katherine, I am not sure that 2:1 debt to equity ratio is correct. The Chaebols are supposed to have it down to that level by the end of this year. With all the subsidiaries and fancy accounting, I still don't see how they can go from 600+% to 200%. Sure, they can be selling this and merger that. Who will assume the debt? I think the 2:1 is a target, not reality. Ian, don't take Bagley too seriously. Just like Morgan, these guys are trying their best to get the semi companies to panic and think that their competitors are building. If they have real significant orders, they would have blasted press releases all over by now. Ramsey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next