Hallo William,
I think you are right, semis will be fine this week. However, I would think about selling your MU stake, if they go up substantually. I had an unlucky timing, tried to buy a bulk of Intel shares. However, i was imobilized for nearly two weeks because I switched to a discount bank. So I were a bit late and set my limit order too tight to get in.
I indeed no about Amiga ( the former Commodore). It was bought a last year from Mr. Schmitt, an entrepreneur in the computer sector in Germany. However, recently, he was a bit unlucky too. His flagship Escom, a big computer discounter ( which is known for the low prices and their even lower quality; just my opinion) took a big loss, because of bad Xmas computer sales. Some big german companies bailed it out. Mr. Schmitt has bought into Hagenuk too, an small ailing german wireless phone maker. Its said to make big losses until now. The 'Amiga' unit, as far as I know, intends to make 'multimedia computers' or something similar. I am not sure. However, given the recent track, think the overall picture does not look convincing. I think it's too early to invest in NC-companies.
Til later
Ralf |
