Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Donald Wennerstrom who wrote (39764)	8/1/2008 11:44:32 PM
From: robert b furman	Respond to of 95617

Hi Don, A necessary evil of stopping the excess capacity. A little OPEC larceny will go a lOOOONG wayTOWARDS GROWING MARGINS - LETS FACE IT THAT'S WHAT WE NEED!! I mean after S. Korea realized that market share wasn't worth ruining your currency,The world correct abd rational CAPEX allocations began to reel in balance. We've been cursed ever since. I believe innovation is the only savior and rational alllocation of R&D and Capex is the way to profitability. Innovation will bring wealth not excess capacity nad expenditure. Bottom line watch what Intel invests in and there close circle of innovators manufacturers. A sea change is already proven - now to the ramp up. Bob