“We bought them in 2003, and continue to hold and like them.”
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“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.”
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“All the good news is out. The easy money has been made.”
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“The market itself is the best, unbiased evaluator of a companys worth. My strategy is to use the market to identify trends and changes ahead of the crowd.”
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