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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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9971Goodmorning Jerome, Thanks for the clarification. I'll leave this topic offSun Tzu-6/12/2001
9970<i> blame game </i>** why bother to question a bunch of snakes? EOM.Jerome-6/12/2001
9969Congress getting into analyst blame game news.cnet.comsemi2000-6/12/2001
9968I did say gross margins, not returns. but anyway... Book value is another subjeIra Player-6/12/2001
9967Sun.... Your radical ideas are always interesting. You make an interesting case Jerome-6/12/2001
9966Ira, I agree with you on various reasons behind creation of corporations. And wSun Tzu-6/12/2001
9965It is an excellent allocation of capital, since you are buying assets with returZeev Hed-6/11/2001
9964<i>This causes "mis allocation" of capital</i> It dependsIra Player-6/11/2001
9963Actually, my target low for the SOXX is about 430 or so, so 500 is definitely inZeev Hed-6/11/2001
9962OK, the tax discussion is a lot more interesting than the advertising discussionWTSherman-6/11/2001
9961I agree with you, that means that management cannot find good investments that wZeev Hed-6/11/2001
9960Taxes are not a pass through cost to the consumer.... If corporations paid no taJerome-6/11/2001
9959The holding companies provide some relief, but not a total elimination of taxes.Ira Player-6/11/2001
9958Zeev, I didn't just discover it. I've been an advocate of buy backs forIra Player-6/11/2001
9957I understand my proposal is rather radical and it is natural to be resisted. NeSun Tzu-6/11/2001
9956Ira, you just discovered the biggest tax loophole corporations are using, share Zeev Hed-6/11/2001
9955<i>For what it's worth, I don't think corporations should pay taxeIra Player-6/11/2001
9954Jerome, I am not sure if you meant this tongue in cheek or not. Just in case, hSun Tzu-6/11/2001
9953I totally agree. Time has proven their wisdom.willcousa-6/11/2001
9952<i>For what it's worth, I don't think corporations should pay taxeJerome-6/11/2001
9951For what it's worth, I don't think corporations should pay taxes. As I Sun Tzu-6/11/2001
9950<i>One of the rights corporations have is the right to pay taxes.</i>w0z-6/11/2001
9949<i>rights to the corporations is in the best interest of the society <Jerome-6/11/2001
9948Whether there is a large body of law in support of treating corporations as peopSun Tzu-6/11/2001
9947OT I might take issue with that. The Constitution, it could be argued, was desigMao II-6/11/2001
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