Wednesday, September 13, 2006
Sector Spotlight: Semiconductors
Barry expresses his thoughts on the markets. Apparently, he and I share the same bear cave. However, I would imagine he has a nicer one-- with flat screen tv's and temperpedic mattress'.
Hey, guess what: The price of oil isn't going straight down to $10. It's up today!
Just yesterday, it was common knowledge (via CNBC of course) that oil was never going to hurt the consumer again. Never!
I got so excited about "cheap gas" ($2.79) that I bought a new Treo, iPod, HP computer and a plasma TV, all courtesy of Mastercard. (sarcasm off)
Seriously, I have no patience for the "guru's" on CNBC and often turn them off, in favor of Bloomberg.
As far as the market is concerned, its a mixed picture. We are seeing strength across the board, but its fading.
I want to remain focused on the semi's, since it usually dictates the overall direction of the major indices.
UPDATE: Oil is down again. I am going out to celebrate by purchasing a new SUV.
UPDATE II: Oh no, oil is up again. I am going to return my SUV.
The following semi's are showing some mojo:
INTT +7.4%
NVEC +2.9%
WFR +4.5%
DSTI +4.1%
RMBS +3.5%
UCTT +2.8%
FORM +2.6%
ATHR +2.2%
The following semi's are showing absolutely no mojo:
DIOD -3.6%
MU -2.6%
TXN -2.6%
MRVL -2.6%
KLIC -2.5%
MSCC -2%
COHU -2%
BRCM -1.1%
Hey, guess what: The price of oil isn't going straight down to $10. It's up today!
Just yesterday, it was common knowledge (via CNBC of course) that oil was never going to hurt the consumer again. Never!
I got so excited about "cheap gas" ($2.79) that I bought a new Treo, iPod, HP computer and a plasma TV, all courtesy of Mastercard. (sarcasm off)
Seriously, I have no patience for the "guru's" on CNBC and often turn them off, in favor of Bloomberg.
As far as the market is concerned, its a mixed picture. We are seeing strength across the board, but its fading.
I want to remain focused on the semi's, since it usually dictates the overall direction of the major indices.
UPDATE: Oil is down again. I am going out to celebrate by purchasing a new SUV.
UPDATE II: Oh no, oil is up again. I am going to return my SUV.
The following semi's are showing some mojo:
INTT +7.4%
NVEC +2.9%
WFR +4.5%
DSTI +4.1%
RMBS +3.5%
UCTT +2.8%
FORM +2.6%
ATHR +2.2%
The following semi's are showing absolutely no mojo:
DIOD -3.6%
MU -2.6%
TXN -2.6%
MRVL -2.6%
KLIC -2.5%
MSCC -2%
COHU -2%
BRCM -1.1%
Comments:
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Because they make semi's for the solar industry. Check the profile:
"The company specifically developed a thin-film solar cell based upon the copper-indium-gallium-selenide semiconductor material system, commonly known as CIGS. It manufactures CIGS solar cells, which are deposited on flexible metal foils using production processes adapted from computer component manufacturing. As an alternative to wafer-silicon solar cells, CIGS solar cell has mechanical flexibility and durability."
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"The company specifically developed a thin-film solar cell based upon the copper-indium-gallium-selenide semiconductor material system, commonly known as CIGS. It manufactures CIGS solar cells, which are deposited on flexible metal foils using production processes adapted from computer component manufacturing. As an alternative to wafer-silicon solar cells, CIGS solar cell has mechanical flexibility and durability."
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