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.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey D who wrote (23317)8/26/1998 2:40:00 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jeffrey/all, nostalgia isn't what it used to be...

Semiconductor Market Takes Tough Turn in 1996
idcresearch.com

And, how to improve the btb ratio:

Slow billings boost computer chip book-to-bill
www1.nando.net

GM



To: Jeffrey D who wrote (23317)8/26/1998 6:07:00 AM
From: Skeeter Bug  Respond to of 70976
 
jeff, funny that you think in terms of relativity as if intrinsic value doesn't exist. everyone will act the same whether valuations are 200% higher or 20000% higher.

the fact is that the circumstances are VERY DIFFERENT than in 1996.

the valuation alone in 1996 was 38% of the current valuation so a pop of nearly 200% after such news would merely get us to where we are now.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News