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Vacuum metrology, where they and one other company have most of the market. Demand increases as we move to increasingly smaller semiconductor nodes. Increase in OLED screens is a positive. They are one of two global players in leak detection, a space that's growing, especially in batteries. A significant position for him.
Displaced Oracle in the cloud as the database of choice. It's about selling cloud services, like a utility. Margins are much higher on cloud than selling software. Over time, margins and free cashflow will go up. Not concerned about the valuation, because of growing business and margins.
Displaced Oracle in the cloud as the database of choice. It's about selling cloud services, like a utility. Margins are much higher on cloud than selling software. Over time, margins and free cashflow will go up. Not concerned about the valuation, because of growing business and margins.
Fine company. Merging with a competitor, so this brings uncertainty. Not beholden to any one customer. He owns TXN instead, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns TXN.
Fine company. Merging with a competitor, so this brings uncertainty. Not beholden to any one customer. He owns TXN instead, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns TXN.
Instead of ADI, he owns TXN, which does digital and analog chips. One of the most profitable of all of the chip manufacturers, and this is why he owns it.
Vacuum metrology, where they and one other company have most of the market. Demand increases as we move to increasingly smaller semiconductor nodes. Increase in OLED screens is a positive. They are one of two global players in leak detection, a space that's growing, especially in batteries. A significant position for him.