Hi Jake,
thnx for postings on VSH.....I'm just starting to dig into the component companies after I saw a comment by HP CEO Carly....:
Separately, Hewlett-Packard Co.'s chief executive, Carly Fiorina, said in an interview with Bloomberg on Tuesday that the Palo Alto computer giant may add at least 5,000 workers next year to meet rising demand.
and the this:
If the number crunchers at the Semiconductor Industry Association, known as SIA, are correct, the industry will have a record year with $214 billion in revenue, up 28.6 percent from a year ago. The growth rate is an improvement from SIA's estimate in November, when it forecast growth of 19.4 percent.
Go here to see full article:
Message 20209873
As I'm sure you know.....where semi's go.......passive components go. Hopefully for me the passives stocks AVX, KEM, IRF, VSh etc. have not been discovered yet for this run. Assuming it's real of course.
any comments appreciated.
Mike |
