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Semiconductor Manufacturing International Corp. (SMI)

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Comments on SMI

  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    DELL should buy BRCD. Why allow JNPR to gain more share in servers and the like?
    Comment by Ames Tiedeman
    Nov 26 14:39 pm |
    Rating: 0 0
  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    Brocade has many challenges ahead with expenses, low market demands in 2010 and beyond. Foundry is hard to swallow after the... More »
    Comment by Nettligent
    Nov 24 01:50 am |
    Rating: +1 0
  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    Your suggestion that Brocade's share price fell simply because of HP's acquisition of 3Com does not seem to be entirely correct. Yes,... More »
    Comment by tech_analyst2009
    Nov 17 09:01 am |
    Rating: +1 0
  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    Yes, back on Mar. 1 of this year Intel contracted TSMC to build the ATOM, which was a big move for Intel because they normally don't... More »
    Comment by Don-n-ABQ
    Nov 16 16:05 pm |
    Rating: +2 0
  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    Despite the fact that its products are being reduced to almost commodity status, I understand that TSM is THE low cost producer of chips... More »
    Comment by Old Trader
    Nov 16 10:20 am |
    Rating: +1 0
  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    UBS downgraded TSM on Oct. 7 and MorganStanley SB did the same on Nov. 3. (Of course they may have been just looking to flip their... More »
    Comment by Don-n-ABQ
    Nov 16 06:34 am |
    Rating: 0 0
  • Taiwan Semiconductor and Brocade Are on Sale [View article]
    With the PEG of over 2 - the shares of TSM do not appear as cheap as your story suggests. The Dividend and almost no debt is certainly... More »
    Comment by E Nuff Sed
    Nov 15 20:11 pm |
    Rating: +4 0
  • Chinese Tech Stock Weekly Summary (Nov. 17 - 23, 2008) [View article]
    Check out the company CEO and CMO interview of China Cast Corp. at Yahoo... More »
    Comment by meridian575
    Sep 11 11:47 am |
    Rating: 0 0
  • An impressive rally in chip fab stocks after Bank of America/Merrill Lynch goes bullish on the... [View news story]
    "...demand prospects for the second half and for 2010 appear to be improving.." WTF? the stocks have priced in any prospects for... More »
    Comment by j_remington
    Jul 9 14:39 pm |
    Rating: 0 0
  • China Gives Hope to Chip Makers [View article]
    i used to be a chartered shareholder and had since sold all at a loss. better to take the balance and put them elsewhere to recover the... More »
    Comment by HChang
    Jul 1 09:58 am |
    Rating: 0 0
  • Asia Tech Stock Weekly Summary (June 15 - 21, 2009) [View article]
    It’s sad to see a once great country fall on hard times. It’s like watching a formerly leading hedge fund manager apply for food... More »
    Comment by Mad Hedge Fund Trader
    Jun 26 13:18 pm |
    Rating: +1 -2
  • Chinese Tech Stock Weekly Summary (May 18 - May 24, 2009) [View article]
    love BIDU. If you need further proof of where the future growth in the global economy is coming from, take a look at Bidu (BIDU), the... More »
    Comment by Mad Hedge Fund Trader
    Jun 8 09:43 am |
    Rating: +1 0
  • Why Investing in Taiwan Will Help Fix China’s Broken IC Industry [View article]
    Over the last decade or two, there are many countries try to emulate the success story of Taiwan Semiconductor Manufacturing Corp. They... More »
    Comment by huangthomas
    May 28 12:52 pm |
    Rating: +3 0
  • Why Investing in Taiwan Will Help Fix China’s Broken IC Industry [View article]
    Taiwan just announced semiconductor technology and manufacturing is off limit to mainland investment and investment in telecoms requires... More »
    Comment by huangthomas
    May 28 10:17 am |
    Rating: 0 0
  • Why Investing in Taiwan Will Help Fix China’s Broken IC Industry [View article]
    The PRC is starting to pour money in. Regular readers of this letter are well aware of my aggressive recommendations to buy emerging... More »
    Comment by Mad Hedge Fund Trader
    May 28 09:04 am |
    Rating: +2 0