William Trent_

Communication Chip Producers To Suffer From Weak Motorola Handset Sales

I think the Freescale buyout is indeed keeping a floor on the semis, rightly or wrongly.

Communication Chip Producers To Suffer From Weak Motorola Handset Sales

Thanks GS. I keep plugging away, and hopefully get more right than wrong. I'm still surprised by how resilient the semis have been overall. The supply imbalance is still getting worse, but the underlying causes are dissipating so it's possible the summer lows marked the bottom rather than it still being ahead.

Communication Chip Producers To Suffer From Weak Motorola Handset Sales

I would guess that, like today, the semi equipment companies and wireless foodchain are the weakest links. Either the big boys in those groups (TXN, AMAT) or names that have run up and have high valuations.