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LongShortTech
:
AMKR
(does chip packaging) raised its Q4 sales guidance to +6% q/q from flat. Bullish for chip sub-sector ETFs
SMH
IGW
XSD
PSI
.
Tue, Dec 22, 2009
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ETFdesk.com
: WaysToPlay: BofA Merrill cuts '10 global semiconductor growth view
http://bit.ly/2qg0LF
$
IGW
$
XSD
#ETF #MKT $
INTC
Thu, Nov 19, 2009
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LongShortTech
:
AMAT
guided for 30% rev growth in FY2010 - bullish for the whole semi and semi-equipment sector (
IGW
SMH
) and tech overall (
XLK
QQQQ
).
Thu, Nov 12, 2009
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Hedged In
:
AAPL
said margins beat guidance because component costs rose less than expected. Bearish for the food chain --
IGW
SMH
?
Mon, Oct 19, 2009
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Hedged In
: Vista was a flop, and XP is 8 years old. So yes,
MSFT
Win7 could reignite the non-
AAPL
laptop foodchain -
DELL
HPQ
INTC
AMD
SMH
IGW
.
Thu, Oct 15, 2009
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Hedged In
:
INTC
's results were strong as
HPQ
DELL
Acer build ahead of
MSFT
Win7. But if sales disappoint, inventory correction will hit
INTC
SMH
IGW
.
Thu, Oct 15, 2009
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Hedged In
: Just as the market isn't fully pricing in
MSFT
Win7, so too it wasn't expecting
INTC
's results. Bullish for tech -
XLK
IYW
VGT
SMH
IGW
ROM
.
Wed, Oct 14, 2009
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Hedged In
: Is the market underestimating the impact of
MSFT
Win7? Upgrading is horrible, so more people will buy. Impact on
XLK
IYW
SMH
IGW
>>
SPY
.
Tue, Oct 13, 2009
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Hedged In
: Brief but fun overview of the semi chain
http://tinyurl.com/mpuu8z
/ (
SMH
) (
IGW
) (
PSI
) (
XSD
)
Fri, Jul 24, 2009
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