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To: Sam who wrote (4068)1/22/2019 10:30:19 AM
From: Ravid.Ron  Respond to of 4827
 
I agree.

Samsung, Hynix, Micron will make the technical wall thicker and higher through its super-range play.

The end of China's semiconductor development will not be very good.



To: Sam who wrote (4068)1/23/2019 1:18:29 PM
From: Charlie Smith  Respond to of 4827
 
I agree with you Sam. PE is all about asset stripping. Many classic PE firms that have tried to build or transition to venture capital have failed miserably. Totally different mindsets necessary.