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Agere Systems Inc. (AGR)

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Comments on AGR

  • Will Terra Industries Reverse Its Position on CF Industries? [View article]
    The author didn't even get the stock symbol correct. It is AGU, not AGR. Why bother with little details like that? It makes me wonder... More »
    Comment by daveddawg
    Mar 3 13:02 pm |
    Rating: +1 0
  • Will Terra Industries Reverse Its Position on CF Industries? [View article]
    looks like the classic organic fertilizer hit the fan for agu today
    Comment by mangy cat
    Mar 2 15:13 pm |
    Rating: 0 0
  • Hedge Fund Meltdown Pressuring Luxury Goods Market [View article]
    Very good article, I also think the luxuries are dead for next 20 years. Sotheby's and Christies reported 50% sales decline in most... More »
    Comment by ROLEX18K
    Jan 23 08:10 am |
    Rating: 0 -1
  • The Chip Glut Is Beyond Semi-Serious [View article]
    One word: Yes. I still believe things will hit bottom when... More »
    Comment by William Trent1
    Apr 4 18:48 pm |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Hi William, Here is a very different view http://www.smartmoney.com/Techsmart/index.cfm?story=20070403&pgnum=1 any comment?
    Comment by YenKenZen
    Apr 4 17:39 pm |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    It may be weakening now, but it must have been strong at some point for the semis to be adding so much capacity. The problem with that... More »
    Comment by William Trent1
    Mar 29 22:08 pm |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Mr. Trent, I quickly checked another piece of data. Though a bit North America centric, PCB book-to-bill ratio does provide leading... More »
    Comment by YenKenZen
    Mar 29 20:53 pm |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Chips are a global commodity, and the foreign producers are having considerable impact. Some of the data presented above are U.S.... More »
    Comment by William Trent1
    Mar 28 12:05 pm |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Mr Trent ... very thought proboking analysis. I can't help wondering how the major foreign semi manufacturers would affect your... More »
    Comment by stan
    Mar 28 10:54 am |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Thanks. I have been (publicly) bearish for approximately 1 year, and during that time the SOX is down about 5% vs. a 10% gain in the... More »
    Comment by William Trent1
    Mar 27 13:34 pm |
    Rating: 0 0
  • The Chip Glut Is Beyond Semi-Serious [View article]
    Mr. Trent, great analysis as always. But you have been bearish for so long on this sector, and it just hasn't materialized for... More »
    Comment by User 1
    Mar 27 13:22 pm |
    Rating: 0 0
  • LSI Logic Buying Agere -- No Bargain, But Threat to Marvell [View article]
    From Lehman analyst report on 2006 Lehman Global Technology Conference: "Despite last year’s Supplier of the Year Award from... More »
    Comment by pldevries
    Dec 27 14:48 pm |
    Rating: 0 0
  • LSI's Logic Flawed on Agere Systems Acquisition [View article]
    LSI's recently filed Form S-4 gives a forthright and detailed account of the background of the merger, reasons for the merger, and... More »
    Comment by pldevries
    Dec 27 12:54 pm |
    Rating: 0 0
  • LSI's Logic Flawed on Agere Systems Acquisition [View article]
    Management has been quietly making these points (http://cc.talkpoint.com/LEHM002/120706a_jw/default.asp?entity=LSI) to those willing to... More »
    Comment by pldevries
    Dec 8 20:21 pm |
    Rating: 0 0
  • LSI's Logic Flawed on Agere Systems Acquisition [View article]
    Interesting viewpoint. But why is management not making these points? Why did the stock drop so dramatically after the announcement?
    Comment by George Gutowski
    Dec 7 20:39 pm |
    Rating: 0 0