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 -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (24005)5/26/2006 10:13:36 AM
From: Spekulatius  Read Replies (2) | Respond to of 78691
 
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.



To: Paul Senior who wrote (24005)6/6/2006 10:49:41 PM
From: Spekulatius  Read Replies (3) | Respond to of 78691
 
Ebay - i fortunately sold 1/2 my position after the Yahoo-Ebay deal was announced. I used todays weakness to buy back my position with a discount. This strategy sometimes works and sometimes does not. Again EBAY seems cheap if one considers the growth rate of around 30% sustainable for a couple of years.


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