Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Is There a Short Term Inventory Issue?
Inventories too high, right? Your customers over order. So there could be a short term inventory issue where you makers over ordered. But the bigger worry, i think, would be, you know, the oil thing,. Where prices are really high, everyone drill, drill, drills toit these these high prices. And then 12 months from now, everyone drilled, and i say oil, not right now. I'm thinking more like the paes 50 brage. Everybody drilled so much oil, prices go from a hundred to 30 because all this supply comes on h line. The economic side of moore's law is over. That's what got me interested in semi cet
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