Semis' Downturn - Which Companies Will Survive, Part 1 [View article]
I concur: semis could see a major shakeout, with many of the weaker, lower-margin players dropping by the wayside, while a few stronger players set themselves up. I like Intel (and if I'm wrong, they at least give me a pretty serious dividend).
Semis' Downturn - Which Companies Will Survive, Part 1 [View article]