| re CY - never followed them closely - the company seems exposed too much to commodity chips (memory). They also run their own fabsm which for a company of CY size is not a good idea, IMO. I look for to acquire strong companies that above average margins and prospects, i understand that those are rarely cheap, but i would settle for what i consider reasonable valuations, which i think are fairly close. TXN, ADI, AMAT, NVLS, ISIL, OVTI. LLTC, MXIM, ALTR, KLAC I like as well but consider them overvalued. |
