Jump to content



Photo

JP Morgan upgrades semis, especially TXN


  • Please log in to reply
6 replies to this topic

#1 greenie

greenie

    Member

  • Traders-Talk ~
  • 3,184 posts

Posted 09 February 2007 - 09:40 AM

:D
It is not the doing that is difficult, but the knowing


It's the illiquidity, stupid !

#2 eminimee

eminimee

    I don't care who's fur is flying...

  • TT Member
  • 14,307 posts

Posted 09 February 2007 - 10:02 AM

If it's one of those "criminal" upgrades....good spot for it. :unsure:

http://stockcharts.com/c-sc/sc?s=$SOX&p=D&yr=2&mn=0&dy=0&i=p92735021460&a=93250638&r=5521.png

#3 greenie

greenie

    Member

  • Traders-Talk ~
  • 3,184 posts

Posted 09 February 2007 - 10:18 AM

You call them criminal? They are the nicest folks I have ever seen. Have been waiting for so long for a good short entry in TXN. :D :D
It is not the doing that is difficult, but the knowing


It's the illiquidity, stupid !

#4 redfoliage2

redfoliage2

    Member

  • Traders-Talk User
  • 17,999 posts

Posted 09 February 2007 - 10:29 AM

If it's one of those "criminal" upgrades....good spot for it. :unsure:

http://stockcharts.com/c-sc/sc?s=$SOX&p=D&yr=2&mn=0&dy=0&i=p92735021460&a=93250638&r=5521.png

Obviously they just upgraded but not buying it now since NAZ is not responding to the upgrade. They may want to unload it so they pump first. :lol:

#5 A-ha

A-ha

    Member

  • Traders-Talk User
  • 5,875 posts

Posted 09 February 2007 - 10:37 AM

now grab a pop corn and watch how JP unloads his inventory on them... entertainment never ends on this side of the market does it :lol:

Edited by xD&Cox, 09 February 2007 - 10:38 AM.


#6 greenie

greenie

    Member

  • Traders-Talk ~
  • 3,184 posts

Posted 09 February 2007 - 10:39 AM

Obviously they just upgraded but not buying it now since NAZ is not responding to the upgrade. They may want to unload it so they pump first. :lol:


Is there any doubt? TXN is the finest piece of large cap junk the market offers today. Check the stock from June low to now and you will know.
It is not the doing that is difficult, but the knowing


It's the illiquidity, stupid !

#7 SemiBizz

SemiBizz

    Volume Dynamics Specialist

  • Traders-Talk User
  • 23,208 posts

Posted 09 February 2007 - 11:17 AM

Pretty sad news for TXN, they lose the multi-chip to single-chip conversion to Infineon, and they own the multi-chip design win which is being phased out...





Nokia uses Infineon chip for entry-level phones
(02/07/2007 9:37 AM EST) Posted Image
MUNICH, Germany — Handset manufacturer Nokia Corp. has selected Infineon Technologies AG's E-Goldvoice line of single-chip solutions for some of its entry-level GSM phones.

The message puts an end to speculation who is the customer behind a "major design win" Infineon had announced in the past weeks. It also raises questions about Texas Instruments Inc.'s relationship at Nokia. TI sells a slew of baseband chips to Nokia. TI also fields a single-chip solution as well. With its E-Goldvoice single-chip solution for GSM handsets, Infineon is addressing the fast-growing market for ultra low cost (ULC) handsets. According to earlier Infineon statements, the material costs for such a handset should be in the range of $16 in 2007 for platforms based on this chip.
Price and Volume Forensics Specialist

Richard Wyckoff - "Whenever you find hope or fear warping judgment, close out your position"

Volume is the only vote that matters... the ultimate sentiment poll.

http://twitter.com/VolumeDynamics  http://parler.com/Volumedynamics