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Edited by SemiBizz, 08 July 2007 - 08:52 PM.
POLL - Semiconductor Stocks - What is your outlook?
Started by
SemiBizz
, Jul 08 2007 08:49 PM
1 reply to this topic
#1
SemiBizz
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- Traders-Talk User
- 23,208 posts
Volume Dynamics Specialist
Posted 08 July 2007 - 08:49 PM
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
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
#2
ogm
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- Traders-Talk User
- 13,780 posts
Member
Posted 08 July 2007 - 11:51 PM
Toshiba is threatening to flood the market with extra cheap memory this year and Samsung reporting pretty weak business overnight. Overall growth rates in sales in the whole industry are in very low single digits. Nothing particulary exciting going on.
Same old thing. Even though the record number of chips are being sold, the pricing pressures are very persistant. And R&D expenses are very high, as competition is very intense.
The only stock in SOX that I'm very buillish on is AMAT, and my bullishness has nothing to do with their semiconductor equipment sales. More with the solar technologies.
I think that if there ever will be another tech bubble, it will be in Cleantech, and not in semis. Semis are the thing of the past. History.
Cleantech is the next thing to bring major revolution to the economy.
Leaders of the previous bubble never lead the next one.
Aside from AMAT the only 2 semi stocks I'm considering for my long portfolio are ARMHY and SWKS.
Edited by ogm, 08 July 2007 - 11:58 PM.
