We bought them in 2003, and continue to hold and like them.

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.

All the good news is out. The easy money has been made.

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.