I have been watching Semi conductor pricing since 1972 and I conclude (soley) that it is the death of the semi-conductor as an analytical tool to determine stock price. I conclude as video enters homes in 2011 laptop, notebook and desktop demand will languish in it's final cycle. When Internet stocks exploded in the1990's they included valuations that are happening in 2010 some 20 years later. The semi-conductor was the singular most important data point and I think much over analyzed. I believe those days are gone.Many believe that connected home entertainment with seamless convergence of TV and Internet content on TVs, set-top boxes, Blu ray players, game consoles, etc. will be a major theme driving CES 2011 and believe the connected home entertainment model will be spurred by rapid advances in home broadband bandwidth with companies such as Broadcom (BRCM), Cavium Networks (CAVM) and MindSpeed Technologies (MSPD) offering next-generation, multi-core, low power processor platforms for home gateways, set top boxes, and media servers.
In particular, CAVM will feature next-generation versions of its Econa consumer broadband processor platforms and its PureVu family of low-latency wireless video display processors. Also expect ENTR to feature demonstrations of its next-generation MOCA 2.0 high speed video connectivity solutions and highlight further momentum with its MOCA connectivity and satellite switching solutions. These are more relevant datapoints 20 years later..I have always thought semi-conductor analysis was over done.
No comments:
Post a Comment