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  • Intel's Earnings Will Benefit the PC Supply Chain
    on Jul 15, 2009 • AAPL, AMD, ARW    
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  1. Richard Davenport on Intel's Earnings Will Benefit the PC Supply Chain: Agreed that SYNA is way oversold. Looking for additional positive... more »
  2. Greener Pastures on Intel's Earnings Will Benefit the PC Supply Chain: Does anyone know why Synaptics is so low? It's had nothing but... more »
  3. Richard Davenport on PC Market Not Looking Good, Dell Especially: Two further notes on your comment that "AAPL already reported... more »
  4. Richard Davenport on PC Market Not Looking Good, Dell Especially: Hi bluemarlin, good question, though I disagree with your... more »
  5. bluemarlin1402 on PC Market Not Looking Good, Dell Especially: What does Dell missing estimates have to due with the... more »
  6. Richard Davenport on Advanced Energy Industries: Expect Guidance Below Street : Guides Q1 Well Below Our Street-Low View Negative semi... more »
  7. Richard Davenport on Marvell: Negative Outlook for Western Digital, RIMM and Others: Hi Mindspec, I'm not sure how you can judge Connexiti without ever... more »
  8. Mindspec on Marvell: Negative Outlook for Western Digital, RIMM and Others: Connexiti.... Not impressed. Yet another software based on... more »
  9. Richard Davenport on Intel: Don't Buy the CAPEX Head Fake: We don't set price specific price targets. Agreed that INTC's... more »
  10. donzelion on Intel: Don't Buy the CAPEX Head Fake: I've been buying chunks of Intel on the dips, mostly since their... more »
  11. Graham Bridges on Street 2009 View Still Too High for Semiconductors: Ye, I also agree with above two. I especially like the look of... more »
  12. Richard Davenport on Street 2009 View Still Too High for Semiconductors: I agree with the market often discounting future earnings trends.... more »
  13. brewer on Standard Microsystems: Weak Guidance Negative for PC Supply Chain: Apple will do well and the stock will go down, as usual. Any... more »
  14. yousaidwhat on Street 2009 View Still Too High for Semiconductors: Sounds like it's time to start buying shares again as the market... more »
  15. Richard Davenport on Standard Microsystems: Weak Guidance Negative for PC Supply Chain: Agreed that AAPL may be less affected than Dell or HP. But the... more »