All the good news is out. The easy money has been made. |
The market itself is the best, unbiased evaluator of a company's worth. My strategy is to use the market to identify trends and changes ahead of the crowd. |
Their work on the design side of semiconductors is strong. They are growing faster than their peers and they have a lot of movement and momentum right now. |
We bought them in 2003, and continue to hold and like them. |