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.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (27491)3/1/2005 9:50:01 AM
From: bozwood  Respond to of 110194
 
"When you know as a businessman there is going to be capacity glut, but when your competitor is recklessly adding capacity, what do you do?"

Same as a portfolio manager. When your competitor is adding beta, what do you do? You add beta. It seems people only get fired, in this environment, for acting rationally against the crowd versus taking risks with the crowd.



To: russwinter who wrote (27491)3/1/2005 11:08:32 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
What are the cognoscenti thinking here?

No better time to buy MU?
The bottom is in?
Demand is just around the corner?
Capex spending is ready to rocket?
Second half recovery?

I think that sums it up nicely

Mish


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