SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Shane M who wrote (40573)12/14/2010 9:16:55 AM
From: Jurgis Bekepuris  Read Replies (1) of 78743
 
WDC - you put it very nicely: "it doesn't have much moat/barrier to entry other than it's one of the last standing (albeit in shifting industry that requires constant execution)."

INTC - I agree, it's one of the truer Gorillas although AMD clouds the issue. ;) I still wonder why ROE is so lowish for a Gorilla. Maybe it's the issue of capital requirements to build the fabs, but then I look at TSM which is a generic foundry and they have higher ROE and higher margins than Gorilla INTC... Weird. But sure INTC still has a lot of moat with some fraying at the sides (AMD + ARM for things mobile).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News