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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: matt dillabough who wrote (20794)10/3/2006 9:02:10 AM
From: matt dillabough  Read Replies (1) | Respond to of 25522
 
BRCM Broadcom downgraded to Sell from Neutral at Amtech- tgt $23 (30.85 ) -Update-

Amtech downgrades BRCM to Sell from Neutral with a $23 tgt noting MRVL is the latest to pre-announce a miss along with KOMG, ADI, MXIM, NSM, SLAB, CSR, XLNX, MSCC, SMTC, and MCHP. Given these pre-announced misses, the firm is concerned with a semiconductor slow-down and build-up of component inventory across multiple end markets including industrial, consumer, enterprise, and communications.



To: matt dillabough who wrote (20794)10/3/2006 11:29:23 PM
From: etchmeister  Read Replies (1) | Respond to of 25522
 
TI is still unable to fulfill demand completely, especially demand from system makers and Taiwan motherboard makers, the sources added. Maxim (MXIM), a US-based analog-IC supplier, is also said to be encountering a similar situation.

My understanding was the weak link in the chain is analog plagued by inventory issues


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