GS MKTS

Communication Chip Producers To Suffer From Weak Motorola Handset Sales

The semi resiliency has indeed been frustrating, but I am cautious on the SMH itself now - check out the weekly chart with a negative formation now. Also today's GS call on weaker MB data is helping. There is a definite bid to the names.
I posted on your INTU comment - that is a v interesting note.

Communication Chip Producers To Suffer From Weak Motorola Handset Sales

William - nice call on TXN; I was surprised at last night's action with the strength. I just read your article referencing this comment thread as well.

Communication Chip Producers To Suffer From Weak Motorola Handset Sales

Hello, very fair - LLTC getting hurt bad today and the SMH is down. Although, it is worth noting that the SMH actually opened up today and when the oil inventories number came out, it reversed and has not looked up since then.
Given that LLTC is an early indicator and the volatility of the eps season, which names specifically do you think have most room to the downside? ISIL reports today and should be interesting as well like LLTC. Thank you.