William Trent_

Wireless Chip Inventory Glut Spreads Beyond National Semi to Xilinx and Broadcom

I guess they do now. We've felt like we were just generating a breeze for the last six months talking about it, though. As far as stock ideas, for what they are worth our current holdings and a watch list are listed at stockmarketbeat.com.

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.

Last Week's Semiconductor Suckers Rally

Sorry. It is growth in semiconductor sales (demand) less growth in orders for semiconductor equipment (supply).