Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Gottfried	5/14/2006 1:16:57 PM
	of 95530

from a Barron's article >With the dollar declining and growth expected to be stronger outside the U.S. than inside, investors should consider large-cap, multinational companies that derive much of their sales overseas, says Jason Trennert, chief investment strategist at ISI. His firm composed a list of S&P 500 companies that generate more than 70% of total revenue abroad. Of the 26 names that make the cut, the top five are: Molex (ticker: MOLX) with 90% of revenue coming from overseas, Solectron (SLR) with 85.7%, Texas Instruments (TXN) at 84%, Qualcomm (QCOM) at 82% and Intel (INTC) at 81%.< subscribers' link online.barrons.com PS: I just renewed Barron's and for WSJ subscribers [$99] it's an extra $20 for a year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next