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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
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
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
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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