SI
SI
discoversearch

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.
Strategies & Market Trends : Befriend the Trend Trading
SPY 683.38+0.1%Nov 12 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Dr. Stoxx9/6/2007 9:51:08 AM
   of 39683
 
09:43 Semiconductors: July chip shipments slightly better than typical after a weak June; investors should overweight chip stocks - Wedbush

Wedbush believes further chip stock sell-off would represent an attractive entry point for 2H in select names like MSCC, ONNN, ATML, IRF, MPWR, and OIIM. They continue to expect the next upcycle to be in 2H driven by strong demand for PCs and consumer products. They also note that July shipments were 8.6% better than the historical median after three months of weaker than normal shipments. The firm maintains their 2007 chip growth forecast at 5% on the strength of "back--to-school" demand.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News