Moon Kil Woong
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Intel's Strong R&D Will Propel Stock Higher In 2013 [View article]
It is good they strike alliances because I don't think they are up for real underdog competition and everyone at intel knows it. It's not in their blood and they have grown soft being the leader. They should pick up a book on "Only the Paranoid Survive".
Analysts Are Not Properly Acknowledging That Advanced Micro Devices Is Now Fabless [View article]
The Whisper Number Impact: Earnings Preview For Yahoo, AMD, Apple [View article]
The good news is that Apple has a commanding lead save with perhaps Samsung Galaxy.
5 Contrarian Buy Calls, 1 Sell Call For 2012 [View article]
5 Contrarian Buy Calls, 1 Sell Call For 2012 [View article]
Watch For Continued Decline In Semiconductor Sales Through Q3 2012 [View article]
Advanced Micro Devices At An Earnings Crossroad [View article]
Advanced Micro Devices' CEO Discusses Q1 2011 Results - Earnings Call Transcript [View article]
The one thing of interest that was mentioned in the call was AMD's investment in Global Foundries which probably will do better than AMD for the foreseeable future. Still that won't be enough right now to hold up AMD's stock price.
Using Friday's Options Activity to Get Ready for Monday's Market [View article]
The Semiconductor Equipment Bubble Has Burst [View article]
It is ironic the semi cycle rose during this downturn and it is not clear if it is over or will keep rising. Any downward dip is not expected to be horrible simply because cap-ex expansion has been all but muted.
Cramer's Lightning Round - Home Depot's Downgrades Just Hurt (10/7/10) [View article]
Please Cramer, stop talking and do a little research to find a stock that will really skunk the market. And I don't mean ones everyone already knows like ISRG which has a giant beta of 2 (and even then you managed to call this one so wrong you stop mentioning it anymore). I mean how do you go wrong with a monopoly stock that has consistent growth. So far he promoted it at the top (over 300) and said sell close to the bottom (280ish). Now his followers have doubled their shorts and can't close them. Smooth move Cramer. You also better study the concept of float. ISRG is not just expensive, the float is very small cause long term holders need not sell (ergo the high beta).
Intel Stumbles in Discrete PC Graphics Market [View article]
I am still hopeful some incarnation of Linux will get there someday. If not I can still settle for Apple as long as Jobs is there. His Next computer was brilliant. Unfortunately, it seems like I am one of the few who ever got to enjoy the future of computing with Next about a decade before it was introduced to the market.
Sharks Circling the Galleon Galleon [View article]
Semi Shortage: Why I'm Waiting It Out [View article]
As for AMAT, it is still too overpriced due to it's solar play which is such a tiny fraction of it's business it's laughable. If solar will bail them out, then that means the semi equipment market has ceased to exist.
Tech Bellwethers: Earnings Scorecard [View article]
I still am of the mind Tech will suffer later 2009 because semis are showing weakness which will work its way down the line in a few months. Less semis mean less computer and server sales inevitably. It's best to look at leading indicators and the channel rather than analysts, especially when they are in bed with the companies helping to manage expectations.