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Technology Stocks : Verigy, Ltd. (VRGY) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (15)1/7/2010 12:26:57 PM
From: etchmeisterRespond to of 22
 
Intel Core i7-920 processor
32 nm....
Die size. lower manufacturing cost, expanding margins jadjadajada
Intel is going to blow through guidance (of course my 2 cents.)

Usually Intel is an early bird when it comes to reporting - but there are 200k calls that will probably expire worthless on 1/15/2010 and than the following week Intel might report.
1/14/2010 could be possible but seems to be short notice



To: Kirk © who wrote (15)1/13/2010 11:59:38 AM
From: etchmeisterRead Replies (1) | Respond to of 22
 
Looks like the FORM warning could provide a nice opportunity
DDR 3 looks VERY strong - looks like VRGY is nicely participating - FORM used to be hyped by analysts but it appears they have problems with execution.
VRGY now going after FORM's probe cards (an older story though).
Rats - another CC to dig into - but otherwise you do not get the details.
High estimate for LRCX now $ 4 - 3.5 - 4.5?
eetimes.com


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