Chương 764: Chapter 764: Penetrating the semiconductor industry
Xia Yu also did not specifically ask what plans Lei Yidario had made. Anyway, he believed that as long as the funds were sufficient, Lei Yidario had the ability to complete it.
For a listed company, as long as the money is in place, it couldn't be easier to acquire a small percentage of the equity. The key is efficiency.
'Rey, I won't arrange anything else for you. Just acquire IBM's equity as quickly as possible. You don't need much, 2.5% to 3% is enough,'
Xia Yu instructed Rey Dario.
'Okay, boss, don't worry, I can get the shares in half a month at the most!'
Ray Dalio could feel Xia Yu's urgency, so he made a very decisive statement.
Xia Yu nodded with satisfaction and then left, heading to another company on Wall Street, Tiger Global Management.
In fact, from an investment perspective, Xia Yu would not invest a single penny in IBM shares, because it is really not worth it.
Don't look at IBM as the largest company in the United States now, with a market value of 368 billion US dollars, above AT&T and Exxon Mobil, the best in the world.
A market value of 368 billion US dollars may seem high, but thirteen years ago, in 1967, IBM's market value reached 190 billion US dollars. At that time, the GDP of the United States was only 830 billion US dollars, and IBM's market value was close to a quarter of the US GDP.
However, since then, IBM's market value has been on the decline, although there are also factors such as the global economic downturn.
But from now on, IBM's highest point was only just over 200 billion US dollars, and before Xia Yu travelled back in time, the market value fluctuated in the range of just over 100 billion US dollars for many years.
If you buy shares in IBM now, it will only rise two or three times in a few decades, which is a huge loss!
Xia Yu would have to be crazy to place a heavy bet on IBM.
However, investing in IBM is an act of drawing attention to oneself while actually aiming at someone else. The goal is to use IBM's platform to achieve greater ambitions, and the gains are the most important thing.
Without the status of an IBM shareholder, it would be more difficult to do things.
Smart people have always known how to leverage opportunities!
...
Before long, Xia Yu arrived at Tiger Fund Management and met Julian Robertson, who was busy working.
'Julian, how have you been recently?'
Xia Yu greeted him cordially as soon as they met.
'Oh, dear boss, it's good to see you, I've been doing well lately.'
Julian Robertson put down his pen, got up from his seat, and said with a smile.
'That's good!'
'What are you working on?'
Xia Yu asked casually.
Julian Robertson laughed and said, 'I'm researching stocks to see if there are any buried treasures.'
'How is it? Any results?' Xia Yu asked curiously.
Julian Robertson's financial acumen and analytical skills are second to none, and they played a decisive role in the growth of the Tiger Fund to its previous height.
Julian Robertson said, 'You looked at it last time, and I have been looking for it for some time. I have initially screened out five targets and am further collecting information for analysis.'
Xia Yu nodded slightly to show that he understood, and instead of asking too many questions, he planned to explain the reason for his visit.
Rey Dario was responsible for helping him acquire IBM stock, so naturally Julian Robertson would not be idle.
The New York branch of Polaris Capital was still under construction, and Xia Yu would not let go of such an important force.
He had just selected a few investment targets in the past few days, and it was time to get started.
Therefore, he straightened his face and said bluntly, 'Julian, this time I need you to help me acquire the stock of several companies.'
Julian Robertson's smile faded, and he looked down intently, nodding and saying, 'Okay, which companies?'
The more Julian Robertson learned about Xia Yu's abilities, the more shocked he was. Now that Xia Yu was going to take action, he was also very curious. He wondered which companies Xia Yu would target and what value those companies would have if he could figure that out, it would definitely be quite inspiring 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 stocks from both companies, with no upper limit, the more the better!
'You help me acquire them, and I'll provide the funds!'
Julian Robertson raised an eyebrow in surprise.
He knew both companies, which were in the semiconductor field and had been developing quite well, and were currently considered quality stocks.
Of course, these are not the kind of stocks that Tiger Fund targets, because the Fund mainly targets companies with hidden risks or undervalued companies, which are conducive to short-term long and short positions and high profits.
Healthy companies like AMD and Intel have fewer opportunities, so he generally doesn't touch them, and he is less likely to go long-term.
However, just because he doesn't touch them doesn't mean he doesn't understand them. After all, there are not many companies listed in the semiconductor industry, and the industry is complemented by the aura of the giant IBM, which is studied by almost everyone in the financial industry.
Of the two companies, AMD has a higher market value.
AMD, the full name of which is Advanced Micro Devices, was founded in 1969 and grew slowly. It was not until 1979 that it was listed on the New York Stock Exchange, and it was not until 1978 that its turnover exceeded 100 million US dollars. Its current market value is around 4.8 billion US dollars.
As for the other company, Intel, its market value is much higher. It took nine years from its listing on the NASDAQ in 1971 to bring its annual revenue to nearly 8 billion US dollars. The company's market value is now around 2.05 billion US dollars, more than five times that of AMD.
Intel was the first company in the world to launch a microprocessor, and it is now world-famous.
Intel was founded in Silicon Valley by the last two of the eight Fairchild rebels, Noyce and Moore. From the very beginning, the company received close attention from the capital market. There was no way around it: the halo effect of Fairchild was too strong, and as pioneers in the semiconductor industry, it was difficult for them not to attract attention.
The rebellious strength of these two is also beyond doubt. The later-famous 'Moore's Law' was proposed by the founder Moore at the International Telecommunication Union's annual academic conference in 1975.
That said, Julian Robertson also knows that the two companies have a very close relationship. Although there is competition, the two have always done a good job in terms of cooperation, and it is mainly AMD that relies on Intel.
Xia Yu has set his sights on two semiconductor companies at once, and he is also so determined in his investment attitude. He must want to have an influence in the semiconductor industry.
Since Xia Yu wants to do it, as a subordinate partner, Julian Robertson naturally supports him unconditionally: 'No problem, I'll immediately draw up a stock acquisition plan.'
Xia Yu nodded with satisfaction, and then said after thinking for a moment: 'By the way, use as many accounts as possible when making the acquisition. I don't want too many people to know that the stocks are concentrated with us.'
With IBM, Xia Yu needs to take advantage of the situation, and the proportion of shares acquired is not large, so he needs to make a big deal of it and show it clearly to others.
However, Intel and AMD are different. These two companies are outstanding companies in the American semiconductor industry, and Intel is even a leader in microprocessors.
Although Xia Yu is a Chinese-American, it would be extremely difficult to completely take over the company. The National Telecommunications and Information Administration would definitely intervene to prevent it.
After all, everyone knows the importance of the semiconductor industry to the future of industry. It involves the lifeblood of the most cutting-edge technology, and outsiders will not be allowed to control it.
Of course, it is possible to secretly invest in the company as long as it is not discovered and it is just a financial investment.
Wait until you have more power in the future and then act accordingly.
Even if it turns out to be impossible, simply investing will definitely not be a mistake. After all, Intel's future market value is high, reaching 500 billion US dollars in 1999. Now with a market value of 20.5 billion US dollars, it's simply not too low!
There is room for a 200-fold increase in less than 20 years, which is terrifying!
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