From Business Wire today we have this report:
Intel Corporation (INTC) today announced that third-quarter revenue will be below the company’s previous outlook. The company now expects third-quarter revenue to be $11.0 billion, plus or minus $200 millio…
So, what else is new? Let’s look at the two opposing viewpoints.
In this corner, the optimists –
Starting with the positive viewpoint, iSuppli is looking at the second half of the year as being a very positive time for the semiconductor industry.
“i…
I have been pounding the table for tech and especially semiconductors for months. Today, however, I came across a post at EETimes.com that throws a little cold water on my enthusiasm.
Here is a quote from the article:
Gartner Inc. analysts Bryan Lewis…
Semiconductor stocks have been flying lately, apparently reinforced by Intel’s excellent earnings report.
Reading the Intel conference call transcript, however, there were some notes of caution sounded by CEO Paul Otellini. He was positive on the rema…
On Tuesday Intel (INTC) reported strong earnings for the first quarter of fiscal 2010, with the company calling it the “best first quarter ever.” As I suggested in yesterday’s post, tech stocks and semiconductor stocks in particular should see a nice b…
Semiconductor ETFs have been on the rebound lately. Here’s a roundup of semiconductor news from the Digitimes web site that illustrates what’s going on in the sector.
12-inch wafer prices to rise 10-20% in 2Q10
Demand is sufficient to allow supp…
I came across an interesting little item on Intel today. The company, a fierce competitor and usually successful in attaining its objectives, seems to have taken a misstep.
Last week Intel Corp. (INTC) acknowledged that it has no immediate plans to br…
SEMI, global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries, recently released their forecast for semiconductor equipment sales for 2010 and 2011. The results are optimistic, in…
On Monday I asked if semiconductors were a bargain yet. I proposed that very soon they would be and then the sector would be a clear Buy.
Quite frankly, the sector didn’t quite fall as far as I thought it would and now today, in the midst of a tech re…
Semiconductors led the market up and now they are leading the market down. What gives?First, let’s look at where we’ve been and where we are today. The chart below covers the period from the March low to today, November 2, 2009.The semiconductor ETF IG…