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End of the free ride

Ron Collett
10/20/2011 05:03 AM EDT

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RCollett
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re: End of the free ride
RCollett   10/26/2011 1:00:28 AM
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MP, I agree completely. Software will become a dominant element of the functionality delivered with hardware. It's been happening already in a number of key segments (e.g. Smartphones, TV). Ron

RCollett
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re: End of the free ride
RCollett   10/26/2011 12:57:32 AM
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Right, evidence seems to strongly suggest the industry is more mature than 10 years ago e.g. along with the falling number of startups,there appears to be increasing consolidation, although arguments have been made to the contrary (by Mentor Graphics). Talks at the ARM Conference today seem to add support to the argument that development costs will continue to casue fundamental changes to structure of the industry. Ron

docdivakar
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re: End of the free ride
docdivakar   10/25/2011 12:05:38 PM
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@daleste: I agree to some extent... by the traditional definition, semiconductor industry has matured though not completely. I would argue that the hardware component of the industry is approaching maturity. But software/applications weigh in much more significantly than they ever did in the past and herein lies the opportunities for startups. I am not sure if this will see the multiples/valuations Ron is alluding to in the article. MP Divakar

daleste
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re: End of the free ride
daleste   10/25/2011 4:29:55 AM
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Oh, I agree that the semicoductor industry isn't mature, just a lot more mature than it was 10 years ago.

RCollett
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re: End of the free ride
RCollett   10/24/2011 5:35:30 PM
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Maturing industries typically have low price-to-earingings (PE) ratios and high dividend yields. Likewise, growth flattens. Not sure if we're quite at maturity yet. Ron

daleste
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re: End of the free ride
daleste   10/23/2011 11:18:43 PM
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What Ronald should have said is that the industry has matured. There just aren't as many opportunies out there for start-ups like there were a decade ago.

SiFarmer (Ret.)
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re: End of the free ride
SiFarmer (Ret.)   10/21/2011 11:37:12 PM
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What a timely topic, with all the talk about hi-tech manufacturing jobs in the USA! Are gov't subsidies crowding out the VC's? Are gov't subsidies for large corporation R&D just not efficient? If so. is there some special tax incentive that could replace gov't funding with more efficent VC funding? If an IPO is the measure of success, a tax holiday for IPO's?

SiFarmer (Ret.)
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re: End of the free ride
SiFarmer (Ret.)   10/21/2011 11:35:08 PM
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