TLB's earnings report looks great. Should help retailers. RMBS could be interesting tomorrow.
NSM's dissapointint news, no big deal...I think. Almost 80% of reports in semi sector have beaten estimates so far this q. and earnings are on avg. 130% higher than last year. If semis tank, it won't be based on NSM. Anything is possible, but semis are reporting well and should continue rallying.
The best of the already reported, with improvement over last yr. comparable q.:
NSM 7,500.0%
MU 3,000.0%
ALSC 2,100.0%
MTSN 1,850.0%
CMOS 1,680.0%
CRUS 1,250.0%
ASYT 940.0%
UTEK 650.0%
IRF 530.0%
CRPB 381.8%
IDTI 327.8%
ELNT 312.5%
SDLI 309.1%
ATML 300.0%
LTXX 300.0%
AMD 277.8%
CLTK 261.5%
NVLS 244.4%
NANO 230.0%
AMCC 225.0%
NVDA 211.1%
RMBS 200.0%
CY 191.7%
ADI 186.7%
KLAC 184.2%
EGLS 177.8%
TQNT 166.7%
LRCX 152.6%
FSII 151.2%
SIPX 150.0%
PMCS 138.5%
TXCC 133.3%
MKSI 131.8%
BRCM 130.8%
MCRL 130.0%
CREE 126.7%
AMAT 125.8%
SIMG 114.3%
AEHR 109.1%
ALTR 100.0%
SMTC 100.0%
ATMI 89.5%
XLNX 88.2%
AHAA 84.6%
ADEX 79.1%
SPEC 78.6%
PLAB 71.4%
SUPX 68.8%
PLXT 66.7%
BELM 64.7%
JBL 60.0%
XICO 60.0%
Still due to report, in order of % improvement over last year (which of course has nothing to do with earnings estimates, but indicates growth):
GSNX
ISSI
SPLI
VSEA
SVGI
KEM
TDDD
BRKS
VSH
AFCO
CYMI
KLIC
MCTI
ASMI
IVIS
GGNS
TER
QUIK
DIOD
ATRM
PRIA
OAKT
ANAD
AMKR
PSEM
TSEM
TGAL
IKOS
LSI
WFR
SEM
SANM
ACTM
ACTL
MSCC
CPCL
BEIQ
EMKR
APWR
SEMX
ASYS
DSPG
PIOS
PEAKF
ASTX
AXTI
GALT
HIFN
OSIS
IBIS
Sergio |
