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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (18012)	8/11/2004 10:50:47 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95657

>> Only answer I can come up with is that BOD's are not wanting to sell the targeted companies. Actually, the boards do not run the companies. The CEO's nominate compliant board members. And the CEO's run the companies as their private cash cows. >> And buyers are reluctant to go hostile. Which is because most public companies should not be public. In the sense that they do not have a lasting franchise, or even a reason for existing, other than to give employment to their current employees. People talk about the disconnect in the market. Well, for most stocks listed in the market, there is a disconnect in the sense that the reason for them being listed is not to raise capital. But to enrich the insiders. For instance, Google. What is the point of them coming public ? Surely it is not to collect capital so they rent offices, or buy machinery, or any of the traditional reasons for selling stock. Google stock will always be disconnected from company fundamentals. And the buyers of the stock will have zero role in running the company. So in every way, google stock will be disconnected. From the first day, and every day afterward. And in fact the same for AMAT or microsoft or GE.