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: Knighty Tin who wrote (49543)3/3/1999 10:27:00 AM
From: Stefan  Read Replies (1) of 132070
 
Michael I am in semi. capital equip industry and I don't see a boom like in "96. If you look at the stock prices then you would think otherwise.
One of my customer indicated that they are getting 20% to 40% off the AMAT listed price. They gained market share in CMP just by selling at cost, so they say. One thing that puzzles me is the willingness of speculator to wear rosy glasses. Maybe they have too much of cash.
I'm willing to help them with this problem.<g>
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