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Strategies & Market Trends : Value Investing
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To: Michael & B.Anne who wrote (7754)7/14/1999 2:21:00 PM
From: Michael Burry  Read Replies (1) of 78486
 
I see a resurgent Asia as a plus for semiconductors, and declining costs per MIPS as irrelevant. It is a commodity business with short-lived assets. A horrible capital-intensive business to be in. Very poor for long-term investors unless you've grabbed on to the biggest and baddest, whose capital and research expenditures dwarf even the revenues of its nearest competitor. Peripheral players in design (Xilinx, Altera) and patentable tech (Rambus) are the only way other to play these long-term, but they are perenially high-priced and risky.

Mike
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