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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (38001)	2/7/2008 9:16:02 AM
From: robert b furman	Read Replies (3) \| Respond to of 95936

Cramers crazy and twice as fickle. Are you investing or daytrading. My spin is real estate is where tech was in 2002. This will take much time to work out the glut let alone grow volume. Tech is shipping all time number of chips and commodity pricing of memory and low tech is still and never was a good business. In between 300mm is SOP and new processes and smaller nodes are differentiating themselves to the point where if you aren't keeping up you'd better shift gears and get there quick or be left behind. Perfect example is AMD and IBM in IBD today. Rumors about IBM buying AMD are unlikely but best possibility is AMD and IBM sell their fabs together. This could explain Taiwanese fabs delaying of CAPEX? Soon chip makers will go the way of Solectron? Bob

To: michael97123 who wrote (38001)	2/8/2008 3:22:02 AM
From: etchmeister	Read Replies (1) \| Respond to of 95936

You don't even have to go back to 2002; too much TV and little or zero short term memory. still not seen Cramer once on TV; Doldrums, price war yayadyadyada always something. I think crude is a very good example on how it can be talked into a $100 per barrel crisis; already forgotten? Every freaking day for the last 3 years; Iran, Iraq oil fields on fire, Dr. evil from N Korea, Russian Oil going bankrupt, inventories, Turkey invading Iraq and blah, blah, blah on a daily base. So after several years nobody gave a dam when crude hit $100 and actually that was only 6 weeks ago when pundits start calling it dead money we might be one step closer; from that point on Intel almost doubled RBC Analyst Apjit Walia: Intel Shares are "Dead Money” (INTC) posted on: June 12, 2006 \| about stocks: AMD / INTC Print Email When we first saw the headline, Analyst Calls Intel Shares ‘Dead Money’ at Forbes.com, we got that tingly feeling you get when you are about to skewer an analyst. We thought a Sixth Sense reference would beg for a snide comment on the analyst’s sixth sense kicking in to downgrade the stock now, after it is already down 35 percent this year. Then we saw that the Analyst was Apjit Walia of RBC Capital Markets. The guy who was one of the first to call the end of the semiconductor cycle earlier this year. The guy who slashed his estimates and price target on Intel back in February. Apjit is a righteous dude, and worth following. So no skewering today. Analyst Calls Intel Shares ‘Dead Money’ - Forbes.com With the personal computer market for June looking “increasingly bleak” for Intel, RBC Capital Markets recommended investors use rallies to sell shares of the chip maker. Intel’s June quarter is tracking at the low end of guidance, and may miss earnings, according to RBC analyst Apjit Walia in a report Monday. The market for PCs is “in the doldrums” and getting “progressively worse,” he said. In addition, Intel’s current price war with Advanced Micro Devices (AMD) is allowing Intel to take back some unit share but not revenue share, he said. He added that AMD is “also suffering from the bleak end demand environment.” Walia recommended investors sell Intel stock, saying that “there seems very little chance of Intel’s gross margins bottoming before end of the September 2006 quarter.” He also characterized the stock as “dead money.” Here is an interesting comparison; there is really no reason IMO for such a huge discrepancy between the two companies; the recession started exactly 1/1/2008: finance.yahoo.com