A Precious Message to Reader....
"Forget about advanced/core technology in technology company. Nowadays, we're talking about ROIC, Merger & Acqusition strategy to grow company working capital..."
Let's see what happen in these 4 companies.
Stock Performance from April 2001 - Oct 2012
No. 1 ---- Danaher - 315.54%
No. 2 -----Altera - 58.6%
No.3 ------Agilent - 27.55%
No. 4 ------Intel - - 13.14%
Business Description
Danaher - Investment Holding Company - Focus on Merger & Acquisition in Technology Company with leveraged buyout.
Altera - FPGA Chips, SoC manufacturer
Agilent - Test & Measurement, Life science analysis
Intel - Intel Processor
Conclusion:-
1) If you spend your investment capital in Intel/Altera/Agilent, you can't beat inflation.
2) The technology company CEO is not a good investor. Don't trust them !
3) If you hold any technology company share, you should sell it as soon as possible.
4) Future is about Investment and how to beat inflation over long term.
I totally agree about technology shares. I really do not feel comfortable holding them. The world of technology changes so quickly - just look at RIM for example. It went from a great stock to barely afloat.
ReplyDeleteThe companies in the post seem like their very interesting stocks.
ReplyDelete