Oppenheimer's Rick Schafer isn't fazed by the Q3 warnings issued by chipmakers, or by...


Oppenheimer's Rick Schafer isn't fazed by the Q3 warnings issued by chipmakers, or by predictions of a major inventory correction (I, II). While expecting one more round of guidance cuts, Schafer expects beaten-down chip stocks to rally on "not-as-bad-as-feared Q4 guidance." His favorite chipmakers: BRCM, TXN, NVDA, MSCC, SMTC.

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Comments (2)
  • inquisitivemind7
    , contributor
    Comments (205) | Send Message
     
    Dream on. Not for this market cycle. Try again in 2013.
    11 Oct 2011, 05:05 PM Reply Like
  • abhay_agarwal
    , contributor
    Comments (69) | Send Message
     
    analysts always seem to know more than the companies
    12 Oct 2011, 01:38 AM Reply Like
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