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 (60137)5/21/1999 11:53:00 AM
From: Ian@SI  Read Replies (2) of 132070
 
Mike,

If I were to describe you as perfect, it would be used as an adjective with an expletive / obscenity following. ;-)

I know you idealize me as perfect, but I'm not.

AMAT sells a lot of equipment to a lot of companies. That happens when it's the company with 1/2 the global semi capital equipment market share.

To a former world class analyst like yourself (by the way, when did your mommy quit rating analysts; and why did she only rank you number 2?), I would have thought that was obvious.

In any case, rather than just making nonsensical claims, why not just call AMAT IR and ask them to help you locate this mythical fab which singlehandedly keeps AMAT from going bankrupt.

Do you really expect anyone to believe you when you claim that the world's largest equipment supplier has gotten there by going into direct competition with its customers.

I repeat, No wonder you didn't make it in the Analyst world.

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
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News