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Technology Stocks : Semi Equipment Analysis

SOXX 308.38

+0.6%

Nov 3 4:00 PM EST

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Julius Wong

To: Julius Wong who wrote (93030)	9/20/2024 7:53:32 PM
From: Johnny Canuck	1 Recommendation of 95342

My guess is there would be antitrust issues related to any buyout. Intel architectures are still the only alternative to RISC based designs which currently dominate the market as of result of ARMs IP and design services. QCOMs current designs are RISC based. Same issues as with NVDA buying out AVGO. Too much concentration in one player. It might be worth fading the pop if it rallies further.

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