As the SIA talks of "cautious optimism" regarding chip sales, JPMorgan's Chris Danely is...


As the SIA talks of "cautious optimism" regarding chip sales, JPMorgan's Chris Danely is slashing estimates for Intel (INTC) and 4 other chipmakers (AMD, ONNN, TXN, and VSH) due to pessimism about PC demand. Danely notes contractors Wistron and Quanta have cut their Q2 notebook forecasts, and that checks indicate overall demand is slowing. He still likes ADI and XLNX, believing their margin profiles and dividend yields can allow them to outperform. (Baird)

From other sites
Comments (0)
Be the first to comment
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs