XLNX
Nu Horizons – Is This Time Different?
All of the correlation between Nu Horizons and its competitors and suppliers has broken down. “This time is different” can be the four most expensive words an investor can use.
Trickle Down Economics and Channel Stuffing
It’s very profitable for distributors – while it lasts. I examine the recent disclosures from Vitesse Semiconductor and the potential impact on their largest distributor, Nu Horizons.
