• Ashraf Eassa
    Nibbled on some $MSFT @ $27.41. Powder ready to add more below $27.
    11/26/12
    Reply (3)
    • Julius Ferraro: Any thoughts on MCHP and BRCM?
      11/26/12
    • Ashraf Eassa: I don't like BRCM's balance sheet as much as I like others in the semiconductor industry. Growth not all that great on BRCM either.
      11/26/12
    • Ashraf Eassa: MCHP's divy looks unsustainable and could be subject to cuts, which would kill SP.
      11/26/12