v3 Chapter 771： Penetrate the semiconductor industry

Xia Yu didn't specifically ask what plans Rey Dario had made. Anyway, he believed that under the premise of sufficient funds, Rey Dario was able to complete it.

For a listed company, as long as the money is in place, it couldn't be easier to acquire a small portion of the equity. The key is efficiency.

"Rey, I won't arrange you for other things. Try to acquire the shares of IBM as soon as possible. It doesn't need to be much, 2.5 to 3% is enough."

Xia Yu told Rey Dario.

"Okay, boss, rest assured, at most half a month, the equity can be obtained!"

Rey Dario could feel Xia Yu's urgency, so he expressed his stance very simply.

Xia Yu nodded in satisfaction, then left and went to another company on Wall Street-Tiger Global Fund.

In fact, for IBM's stock, from a purely investment perspective, Xia Yu would not invest a penny in it because it is not worth it.

Not to mention that IBM is now the largest company in the United States, with a market capitalization of 36.8 billion U.S. dollars. It is the highest in the world above AT&T and Exxon Oil.

The market value of US$36.8 billion seems to be very high, but the time has been pushed forward 13 years. In 1967, the market value of IBM reached 190 billion US dollars, when the US GDP was only 8,000. At 30 billion US dollars, IBM's market value was once close to a quarter of the US GDP.

But since then, IBM's market value has been declining, although there are also factors in the global economic downturn.

However, from now on, IBM has only reached more than 200 billion US dollars when it was at its highest. Before Xia Yu crossed, the market value fluctuated in the range of more than 100 billion US dollars.

Now I became a shareholder in IBM, and it only rose by two or three times in a few decades. It was a loss to my grandma's house!

Xia Yu would not bet heavily on IBM unless his brain pumped.

However, the investment in IBM was originally Xiang Zhuang Wujian’s intention to use the IBM platform to achieve greater calculations. Those gains are the top priority.

Without the status of an IBM shareholder, it is more difficult to act.

Smart people always know how to take advantage of the situation!

...

Soon, Xia Yu came to the Tiger Fund Company and met Julian Robertson who was busy.

"Julian, how are you doing?"

As soon as they met, Xia Yu greeted him cordially.

"Oh, my dear boss, it's nice to meet you. I've had a good time recently."

Julian Robertson put down his pen, got out of his seat, and said with a smile on his face.

"That's good!"

"What are you busy with?"

Xia Yu asked casually.

Julian Robertson smiled and said: "I am studying stocks to see if there are buried treasures."

"How? Are there any results?" Xia Yu asked curiously.

Julian Robertson's financial sense and analytical ability are unparalleled. The previous Tiger Fund can grow to that height, and his ability has played a decisive role.

Julian Robertson said: "The last time you saw it, I'm still looking for it during this period of time. I have initially screened out five targets and are collecting further information for analysis."

Xia Yu nodded slightly to express his understanding, and did not ask too much, but intended to explain his intention this time.

Rey Dario is responsible for helping him buy IBM stock, so Julian Robertson will naturally not be idle.

Polaris Capital's New York branch is still under construction. Xia Yu will not let such an important force go unused.

A few more investment targets have just been selected these days, and it's time to start.

Therefore, he straightened his face and said bluntly: "Julian, I need you to help me buy stocks in several companies this time."

Julian Robertson's smile narrowed, his gaze looked down, and he nodded and said, "Okay, which companies are they?"

As for Xia Yu’s ability, Julian Robertson became more shocked by his understanding. Now Xia Yu wants to do something, and he is also very curious. He doesn’t know which companies Xia Yu will target, and the value of those companies. If Being able to figure it out clearly will definitely give him a lot of inspiration for his investment philosophy.

Xia Yu said directly: "It's AMD and Intel."

"AMD is listed on the New York Stock Exchange and Intel is listed on NASDAQ. I need these two stocks. There is no upper limit. The more the better!:

"You help me buy on my behalf, and I will provide the funds!"

Julian Robertson raised his brows and looked surprised.

He knows that these two companies are both companies in the semiconductor field with a good momentum of development. They are currently high-quality stocks.

Of course, for high-quality stocks, it is not the goal of the Tiger Fund, because the Tiger Fund’s main targets are companies with hidden risks or undervalued companies, which is conducive to short-term long and short and high profits.

Companies such as AMD and Intel have relatively few opportunities for healthy development. They generally don't touch them, and they rarely do more for a long time.

But less touching does not mean not understanding. After all, there are not many companies listed in the semiconductor industry, and the semiconductor industry has the halo bonus of the giant IBM, and almost all practitioners in the financial industry have studied it.

Of the two companies AMD and Intel, the former has a higher market value.

AMD's full name is AMD Semiconductor Corporation of the United States, also known as American Chaowei Semiconductor Corporation. It was established in 1969 and its development was relatively slow. It was not listed on the New York Stock Exchange until 1979, and its turnover exceeded US$100 million in 1978. The market value is around $480 million.

As for the other Intel, its market value is much higher. It took nine years from being listed on Nasdaq in 1971 to bring its annual revenue to nearly 800 million U.S. dollars. The company’s current market value is about 2.5 billion U.S. dollars. , Is more than five times that of AMD.

Intel Corporation was the first company in the world to launch a microprocessor, and it is now well-known in the world.

Intel was founded in Silicon Valley by Noyce and Moore, the last two of the Fairchild’s Eight Rebellions. When the company started, it was closely watched by capital. No way, Fairchild’s halo bonus was too great. As pioneers in the semiconductor industry, it is difficult for them not to attract attention.

And these two rebellious strengths are also undoubted. The famous "Moore's Law" of later generations was put forward by the founder Moore at the academic annual meeting of the International Telecommunication Union in 1975.

Having said that, Julian Robertson also knows that the two companies have a very close relationship. Although there is competition, the two have been doing well in cooperation, and AMD is mainly dependent on Intel.

Xia Yu focused on two semiconductor companies at once, and his investment attitude was still so determined, presumably he wanted to have an influence in the semiconductor industry.

Since Xia Yu wants to do it, as a subordinate Jane's partner, Julian Robertson naturally unconditionally supports: "No problem, I will make a stock acquisition plan immediately."

Xia Yu nodded in satisfaction, thought about it, and said, "By the way, use as many accounts as possible during the acquisition. I don't want too many people to know that the stocks are concentrated in our place."

For IBM, Xia Yu needs to take advantage of the situation, and the proportion of acquired shares is not large, so he has to make a big fanfare and show it plainly to others.

But Intel and AMD are different. These two companies are excellent companies in the US semiconductor industry, and Intel is even the leader in microprocessors.

Although Xia Yu is a Chinese American, if he wants to fully acquire this company, it is too difficult. The National Telecommunications and Information Management Department will definitely stop him.

After all, everyone now knows the importance of the semiconductor industry to the future industry. It involves the most cutting-edge lifeline and will not be controlled by outsiders.

Of course, if you secretly invest in shares, as long as you are not discovered, you can still make financial investments.

When the strength is strong in the future, goodbye to act.

Even if things cannot be done, pure investment is absolutely not wrong. After all, Intel's future market value is high, reaching over 500 billion US dollars in 1999. The current market value of 2.5 billion US dollars is simply not too low!

In less than two decades, there is room for a 200-fold increase, which is terrifying!

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