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.

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

To: Sun Tzu who wrote (11589)	7/16/2021 12:38:43 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26636

I think I disagree. At least here in the US and I assume Europe is worse... it is very hard to get new buildings approved to manufacture things with dangerous chemicals and use lots of electricity which we are short of here in the West Coast. They can buy some thriving fabs that probably have some legacy products that they can convert to higher margin business. The competition is Samsung, Taiwan and China aka Eastern Taiwan.... If you are going to compete with nations, then you need to go big or die. My favorite small cap growing quickly to a large cap just bought a SiC fab. The real money AND POWER (military and economic) is not paying third parties to make key components.

To: Sun Tzu who wrote (11589)	7/16/2021 2:12:32 PM
From: TigerPaw	Read Replies (1) \| Respond to of 26636

implementing that obvious solution is not easy I actually hold INTC stock, but I also think they don't know how to implement a new strategy. Their dominant position in the PC market was not due to superior technology. It was mostly a behind the scenes collaboration between Intel, Dell, and Microsoft to keep AMD, HP, and Apple from gaining market share. Ultimately you cannot remain a manufacturing powerhouse by ignoring and even suppressing the technology that drives your business.