Q: Hi,
If I own CLS (1/2 position) and MU (1/2 position) already, would there be too much duplication to take out a 1/3 position in VNP as well?
Thanks very much, Michael
If I own CLS (1/2 position) and MU (1/2 position) already, would there be too much duplication to take out a 1/3 position in VNP as well?
Thanks very much, Michael
5i Research Answer:
VNP has general semiconductor exposure but we still think these three are different enough so that all could be owned.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in MU.