Friday, June 01, 2007
Sector Spotlight: Semiconductors
Long story short, "investors" are selling the ARWR news, but will likely buy back--following a possible Russel 2000 inclusion, after today's close.
Apparently, some very large funds are rushing into BBY, ahead of June's numbers. And, Semiconductor stocks are finally being bid up, specifically ATHR, CREE, SMTL, SIRF, MU and QI. However, as of now, "The Fly" is not a fan of the semi's. They're for losers.
Finally, with my money, I'll probably nibble at ARWR, HANS and MVIS. By the way, it looks like my RS is catching fire.
Isn't it interesting with all your intellect and calculation, you still get worked over by the Asian merchant.
Thanks for HANS- I feel like I'm in my late 20's again.
Getting long MU is a no-brainer. Too many fuckers who are short it got caught offguard by the DRAM price spike and the improving business trends in CMOS. MU shorts apparently don't enjoy their balls, cuz they will soon be testicle-less.
cost of rev.
Value? 5x income/shares outstanding=
Pls help simplify
cors, hans, mvis, any safer money plays for people over 47.5. I'm not, me 31 like you.
How find time to read all internets conspiracy theories when busy working the floor at plant screwing caps onto toothpaste.
91.2% NPM is laughably high, though despite your skewed intelect you came close. Using that analysis with more accurate numbers, and depending on the multiple, you get anywhere from $75-130
prove something wrong dummy
noone will accept the challenge - too scared
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