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Viewpoint: Is semiconductor industry consolidation inevitable?

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Bruzzer
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re: Viewpoint: Is semiconductor industry consolidation inevitable?
Bruzzer   4/6/2010 5:29:18 AM
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Hi Wally; 25 years is a long time ago and as you're aware not environmentally in the now. Reviewing these graphs, the go go 1990's saw a wave of top suppliers increasing their shares some known involved in systematic concentration to consolidate their targets. One question to consider is just how much of that compression was caused by combinations, cartels or design clusters acting solely in their key financial interest's best interests? The essential subordinate status of industrial social justice is well illustrated through time. By the principle that any group will find it eventually unprofitable to redistribute income toward itself at the cost of the smallest decline in the rate of economic development. For any group which succeeds in such a distribution of wealth, some alluded to in these graphs, there will be some year in the future beyond which such a network or cluster will be worse off. Worse off in an absolute sense because it effected the initial redistribution in its own favor. I do agree that nothing has changed in 25 years. And that just perhaps some amount of subordinate economic contributions can again be achieved under equitable enabler stewardship models in new market growth stages. Mike Bruzzone Camp Marketing Consultancy

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