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  • Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
    I like three out of five (Intel, SanDisk, and nVidia). I don't know Linear. I'd toss BroadCom ought for the same reasons you tossed out Marvell: corporate governance. Federal drug charges plus 21 federal counts of securities and accounting fraud against a co-founder suggest serious lapses.

    There may be no lapses. There may be criminal lapses a la Martha Stewart (guilty verdict, but companies involved remain viable concerns). There may be little accounting errors like those at AIG a few years back...I just can't tell. So I'll stay clear.
    Mar 08 15:16 pm |Rating: 0 0 |Link to Comment
  • 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).
    Mar 02 11:25 am |Rating: 0 0 |Link to Comment
  • What to Buy and Why: Barron's 2009 Roundtable, Part II [View article]
    I actually like Cohen's picks - esp. BAC after its latest itty bitty drop (what's a 30% drop among friends?) ;) The difference between Citi and BAC is that Citi bought premium brands at premium prices - and kept paying premiums above and beyond anyone else simply because "we're the biggest." That works for the NY Yankees over the long run, but it sure doesn't make for the most efficient bank.

    BAC bought premium brands at value prices. If you thought Merrill or Countrywide ever had any real value - then you have to believe in BAC now (esp. after yesterday's 30% off sale).
    Jan 21 09:08 am |Rating: +1 -2 |Link to Comment
  • Top Ten Tech Surprises in 2009: Low Probability, High Consequence Edition [View article]
    Some more intriguing possibilities:

    Yahoo merges with Ebay
    Amazon buys New York Times
    Taiwan Semiconductor Buys AMD
    Jan 11 08:56 am |Rating: +1 -1 |Link to Comment
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