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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (40585)12/15/2010 12:00:51 AM
From: Shane M  Read Replies (1) of 78740
 
Jurgis:

further on INTC: and the other part of the moat is the R&D - currently at 15.2% of sales - or $6.5B in research per yr.

re TSM: by the numbers it does look very nice. It's on my Greenblatt worksheet also just a little below INTC, and is superior in the "returns / quality" section, but the valuation metrics are higher as a trade-off. It's interesting that TSM achieves it strong returns on half the R&D as % of sales as INTC.
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