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: Sun Tzu who wrote (48296)6/21/2001 2:25:24 PM
From: Michael Young  Read Replies (1) | Respond to of 70976
 
Jim Seymour has a long column on EXDS today. It is a very, very ugly scene. As much as 70%+ empty capacity and EXDS is not positioned well in what market is left.

I believe the common becomes worthless before too much longer.

MIKE



To: Sun Tzu who wrote (48296)6/21/2001 7:41:07 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
$1.88/sh cash is not so impressive when they have $6.26/sh debt.

If everyone thinks as you do that " they will not be bankrupt until next year" aren't you hoping for the greater fool theory to get the 50-250% upside?