ZH.. some excellent points..and additional support for the idea of owning CYMI..if anyone needed any. As for GaAs, however, methinks your comments, which seem a bit negative, might defer folks away from some excellent alternative investments.. VTSS, for example, has been running better than a 40% growth rate by emphasizing GaAs principally for comm and testers..
iqc.com
At least one of the little chip testers, LTXX, is up 400+% since the Oct lows, relying on the GaAs chip for the heart of the "SoC" test equipment. GaAs may not take over the world, but they have a strong niche, which offers some excellent investment opportunities, imho..
dlo |
