This week's strong rebound in chip stocks (SOXX +2.5%) could indicate a subsiding impact from the Japanese quake and that demand has started to improve, Dave Kansas writes. Today: INTC +3.5%, AMT +3.2%, TXN +2.8%, AMD +2.5%, QCOM +2.3%. Yet Micron (MU +0.6%), especially sensitive to supply/demand issues, lags despite an S&P upgrade.
This week's strong rebound in chip stocks (SOXX +2.5%) could indicate a subsiding impact from...
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