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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (12204)3/23/2001 1:46:03 PM
From: jeffbas  Read Replies (1) of 78702
 
CATS: I would not consider it. First place, some people I know who have spent careers in the industry don't like it. Second, on an objective basis, they spend 5% of sales on R&D. R&D is the life blood of a semiconductor company. Try to find another one with that low of a %. That suggests they make low end commodity products for which demand and pricing falls off a cliff in tough times. If you normalize R&D to perhaps 15% of sales and normalize taxes, what are you left with? Then the insider selling. These reasons are far more than sufficient for me.
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