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.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Justa Werkenstiff who wrote (4888)4/30/1999 9:23:00 PM
From: Ian@SI  Read Replies (1) of 15132
 
I suspect that the reason might have been found in the WFR conference Call.

WFR hasn't seen much acceleration in the 300mm activity.

Much of the current upturn, IMO, is based upon 300mm speculation.

To me, it's not obvious whether WFR's comments are WFR - specific or indicative of the industry. I suspect that WFR is like CPQ. They both have their own problems which aren't typical of the industry at large.

FWIW,
Ian.
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