Thursday, September 25, 2008

Top Semiconductor Infrastructure Stocks

Bullish on EDA? Check out Sramana Mitra's list of Top 9 Semiconductor Infrastructure Stocks.

I was surprised to see her put EDA companies at the top of her list, since she's described the EDA business model as "broken". It seems a combination of low share prices and the potential for industry shake-up through merger or LBO has attracted her to these companies.

1 comment:

John said...

I doubt that she meant to rank them best to worst, or even vice-versa, but just grouped by sub-sector.

For example, it'd be my opinion that Verigy is a much stronger ATE company than LTX-Credence, but that could be tainted by my own career experience...

But, she definitely listed the powerhouses there...