Interesting take on semiconductors

http://biz.yahoo.com/twst/060308/zbs400b.html?.v=1

This is a transcipt of a discussion by industry gurus.
The companies most liked are: BRCM, MRVL, TRID & SIRF. MRVL and BRCM duplicate each other. The analyst also says what I said earlier about TRID - its competitor Genesis really isn't as strong. SIRF makes GPS chips for Garmin and others. I don't know them, but will look at them.

I like seein g the TRID positives - expectations are that ASPs (average selling prices) will remain flat. That is huge because prices always tend to fall and fall fast. So that cpuped with enormous growth and strong penetration, TRID is positioned nicely.