Wednesday, December 20, 2006

 

Sector Spotlight: Semiconductors

All of my indicators point to a strong session for stocks today. The mood amongst traders is so bullish right now, it will be hard to stop the markets upward surge-- anytime soon.

Granted, at times the market can over heat when everyone is so bullish. I just do not believe valuations are stretched. Furthermore, the argument that states "the market has gone up so much over the last 6 months, therefore we must now correct" is utterly and completely fucktarded. Who pays these hacks to come up with such brilliant ideas?

(sarcasm off)

All I know is this: Prices are going higher now because people want to own stocks.

As for the Semi's:

I believe the semi's will catch fire today, mainly because of momentum. So far, I like the action in PMCS, IDTI, BRCM and NVEC.

NOTE: Donald Trump's vodka play, DKAM, is up again. WTF?

NOTE II: From what I hear, the MVIS meetings went very well and their new Picop projector is fire. There were a lot of hitters at the meeting, Lehman, UBS, Deutch, Citi, etc. I suspect the stock will start gaining momentum the closer we get to CES.

Comments:
Broker,
Do you know if any of the analysts were planning to issue a report on MVIS? Any specific news on projector? Thanks!
J
 
It's been a while since i saw one of these. Last i recall was the fake PR wire piece on Emulex. Believe the stock dropped 50pts intraday, joker responsible made abour 20. Lesson, GO BIG, or don't go at all:
Co announces that the press release purportedly made on its behalf at 8:31 a.m. this morning regarding a multi-year, multi-million dollar services agreement with a Siemens entity was not authorized by the co and is "totally untrue." The Company is in the process of investigating the source of such press release, but confirms that it does not believe that the source was from within the co and that there is no truth to the reported agreement with Siemens.
 
FUCK YOU CNBC FUCK YOU CNBC FUCK YOU CNBC!!!!

GODDAMIT THESE FUCKS just mentioned SPR, I am looking for the pullback with fucking Broker A as well. Broker please shut them the fuck up!
 
SPR is a buy. I don't think it will come down.

What company had the fake press release?

I do notexpect any new research on MVIS. However,I do anticipate buying interest.
 
dude was that a bad print or did I actually see someone trying to buy 1.6M shares of MVIS just a minute ago?
 
http://finance.yahoo.com/q?s=SI
 
http://en.wikipedia.org/wiki/Semen
 
INOC was fake, the "contract" news was never put out by the company. IR says they've no idea how it made the wire. Besides ELX, I think there was a CAFE story a year or 2 ago about a WMT deal that did not exist. But if memory serves it was the company that mislead, not some random joker seeking braclets.
 
UNH looks like it's coming in from the cold; your CORS is looking like time for another leg up. Real estate is bottoming, you know... ;)
 
DKAM is ripping!
 
Dkam has a pretty good product line.....but does anybody think its good enough to invest in?
 
PMCS... would you buy this dip, or, uh, have your ass-hole-dip-buying slave enter the buy order for you?
 
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