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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (9408)4/22/2020 7:36:37 PM
From: Sun Tzu  Respond to of 26788
 
That is a good question. I'll be watching too.

Google is a great engineering company, but they have zero entrepreneurial creativity about them. Their culture is not business oriented, so they end up having to copy business ideas from their competitors. Which is another way of saying they don't know what to do with what they've got. Luckily for them, what they've got is very good, so eventually it gets to fruition.

BTW, Lam went down 5% until the management started speaking and then it recovered some of the loss, but I haven't looked where it is now.