VSD

Four Dying Silicon Valley Companies

I just bought these four companies as they will outperform the rest of tech sector when the economy rebounds. Besides the contrarian play here are the reasons why one should buy these companies

AMD: Countries around the world are realizing that homogeneous microprocessors is a national security risk. AMD has investment from middle east. China is developing its own micro around MIPS. Any firm that effectively competes with intel will not die.

Java: Sun made money selling to telcos. When telcos server spending dried up, so did Sun. Cloud computing once again brings telcos back into computing.

Palm: Cell phones are not like PCs. They are more like video games. People switch when a blockbuster hits the market. It takes one hit to take a company to new highs. The next version of Palm is expected to be that.

YHOO: Yahoo is the application layer of cloud while google the infrastructure layer. People search google and often find themselves on yahoo content/application.