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Comments on ACTL
Actel: Growth Rate Doesn't Justify Significant Up Side in Price
[View article]
If you analyze the FPGA space, Actel is a small player but the low cost (low density, low performance) FPGAs are expected to grow at 3x...
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Comment by
Anil Telikepalli
Jun 16 13:23 pm
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Rating:
0
0
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
WELL, I OWN $CY AND I LOVE IT. SINCE MARCH IT'S JUST STEADY GOING UP..
Comment by
INVESTGROUP
Jun 12 16:13 pm
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Rating:
0
-1
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
Interesting article... I would choose Broadcom over Marvel or Qualcomm from long term perspective.. Broadcom is diversified,...
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Comment by
NR
Jun 12 02:12 am
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Rating:
0
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Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
where does PLAB fit into this equation?
Comment by
Wisdom vs. Information
Jun 11 10:44 am
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Rating:
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Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
Everyone is entitled to their opinion. About Qualcomm, perhaps he sees it as a bloated firm run by a bunch of attorneys peddling a...
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Comment by
Moon Kil Woong
Jun 11 02:17 am
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Rating:
+1
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Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
Being familiar with several of these companies. I worked for Intel and have sold Brcm, Altera, Xilinx, T.I., and LTC in my career. I...
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Comment by
PhillyDan
Jun 10 23:30 pm
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Rating:
+2
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Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
you put a lot of time and energy into this and i appreciate your sharing so a thoughtful article.
Comment by
User 59050
Jun 10 16:09 pm
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Rating:
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Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
AMD is redesigning the ATI chips to integrate them into the CPU chip. Intel is doing the same with its graphic chips. NVidea has no...
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Comment by
amdman
Jun 10 11:11 am
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Rating:
+2
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Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
The report is filled with incorrect, inaccurate, and incomplete data. It doesn't even touch on the largest fabless semiconductor...
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Comment by
experienced
Jun 10 10:20 am
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Rating:
+2
-4
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II
[View article]
great analysis. thanks for walking us through your thinking.
Comment by
JohnB
Jun 10 09:53 am
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Rating:
+3
-1
Semis' Downturn - Which Companies Will Survive, Part 2
[View article]
ACTL & LSCC aren't going out of business. They both have too much cash, no debt, niche markets and are bleeding little if any cash each...
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Comment by
User 689427
Mar 30 11:05 am
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Rating:
+1
0
Semis' Downturn - Which Companies Will Survive, Part 2
[View article]
Why does no one mention Qcom-they have good majority of cell phone chips. On Mar 11 04:34 PM Bravedave wrote: > Why would you...
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Comment by
User 376361
Mar 15 09:55 am
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Rating:
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Semis' Downturn - Which Companies Will Survive, Part 2
[View article]
Why would you even consider SSTI ?? They are bringing up the rear of an unglamorous group of stocks not even considered in your list...
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Comment by
Bravedave
Mar 11 16:34 pm
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Rating:
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Semis' Downturn - Which Companies Will Survive, Part 2
[View article]
It's TXN on my website. Chalk up the mistake to SA's editors. Bapcha On Mar 08 02:30 PM bonderman wrote: > TXI, Texas Industries is...
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Comment by
Bapcha's Stocks
Mar 9 11:10 am
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Semis' Downturn - Which Companies Will Survive, Part 2
[View article]
I like three out of five (Intel, SanDisk, and nVidia). I don't know Linear. I'd toss BroadCom ought for the same reasons you tossed...
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Comment by
donzelion
Mar 8 15:16 pm
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Next Page
Actel: Growth Rate Doesn't Justify Significant Up Side in Price [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
Semis' Downturn - Which Companies Will Survive, Part 2 [View article]