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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (24005)5/26/2006 10:13:36 AM
From: Spekulatius  Read Replies (2) of 78744
 
MXIM - i believe that high end analog semiconductor companies have a franchise as well. Many of them, like LLTC, MXIM have been sustaining gross margins of 60%+ since they started up in the 80's. The reason for this is that the design of analog chips is highly proprietary and not easy to duplicate. This gives these companies a considerable moat, that is sustained through the ups and downs of the semi cycle.

I added to my MXIM position today.
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