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 : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (37528)9/27/2000 6:15:00 PM
From: Demosthenes  Read Replies (2) | Respond to of 70976
 
Brian,

<<How pathetic is this?>>

Well, Brian. This is where we part company. The only thing I like better than a dominant semi equip at 15X next year's earnings in a major upcycle is KrispyKreme donuts<<VBG>>>>>>>

David



To: Proud_Infidel who wrote (37528)9/27/2000 8:44:16 PM
From: Jerome  Read Replies (3) | Respond to of 70976
 
Brian, don't make fun of Krispy Creme!!!!!

As I write this they are about to introduce a new 300mm donut.

As I understand it ASYT will make the mini pods that transport the dough through the ovens, EGLS will supply the probers to ensure that each is done to perfection and KLIC will do the packaging.

Hopefully no analyst will announce that the donut cycle has peaked based on the increased inventory levels of exercise bikes at Wal-Mart.

Regards, Jerome


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