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

To: Return to Sender who wrote (56815)	7/8/2012 11:41:21 PM
From: Woody_Nickels	Respond to of 95738

Thanks, RTS. That 'Commentary', from the top, is spot on. I might even send it around to some non-investors to glean what they can. Woody

To: Return to Sender who wrote (56815)	7/9/2012 12:53:16 AM
From: The Ox	3 Recommendations Read Replies (2) \| Respond to of 95738

>>>Stocks saw through it all. Weak numbers again, back to 2010 levels, but not weak enough for the Fed to act.<<< I have a huge problem with articles written like this one. For the first 7 paragraphs, the author berates the FED and the actions taken by them, then sums it all up by saying the FED isn't acting.... You simply can't have it both ways. I know this goes contrary to most thinking, and certainly to main stream thinking, but the FED needs to get out of it's own way and TELEGRAPH that interest rates are going to rise and rise soon. That we are going to find our way to back to a more "normal" time. We have spent enough time penalizing every person who ever "played the game right" here in the USA. Enough already. Raise rates. Let those who have played right and SAVED money, get a fair and decent return on that same money. Stop penalizing every person in retirement, every person with savings, everyone who "played the game right". Stop acting like the USA is Japan in the 90s. It isn't the same. We have done enough with low rates. We have lived through "the bottoming of the housing market". Raising rates won't be a quick fix. It will cause many short term problems. But if the only focus is on the short term, we will NEVER, EVER get out of the current downturn. Just my opinion. I hope people realize that the bond bubble we are in is going to be a bust one of these days. Not tomorrow but soon. Every person, especially retired people, should be aware that one of these days very soon, bond funds are going to be THE WORST place to have your money. Unfortunately, most people WON'T be aware that they have been slowly forced into another bad place to keep their money for the long term. During the early part of the last decade, it was buy real estate. Now it's stay in bonds. Very soon the day will come when that will be the wrong answer, regardless of the returns from the past decade. One last note/rant, Like so many, I was totally IRATE at Greenspan when he slammed on the breaks in May of 2000. The last 50 bp hike was totally unnecessary and derailed almost every market....bonds, stocks, currencies, etc... Greenspan's legacy was an "ivory tower" application of theory that came back to bite us all in the--not so proverbial--ass. We still haven't recovered. Say what you will about CDS and the like, it was the idiocy of the FED that led us down the garden path on our way to "just one (last) more bubble"---Housing.

To: Return to Sender who wrote (56815)	7/10/2012 12:40:22 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (2) \| Respond to of 95738

Tech stocks swoon as chips retreat By Rex Crum, MarketWatch marketwatch.com SAN FRANCISCO (MarketWatch) — Tech stocks appeared headed for another down day on Tuesday, as losses from Advanced Micro Devices Inc. and Applied Materials Inc. led to negativity toward the sector’s performance. AMD -10.14% shares fell 57 cents, or more than 10%, to $5.04 after the chip maker pre-announced its second-quarter results that included weaker-than-expected sales Read more about AMD results. AMAT -1.73% shares were trimmed by 16 cents, or 1.5%, to $10.85 after the world’s largest chip-equipment maker said it expects its annual sales to fall below prior estimates. Read more about Applied Materials new forecast. MTSN -30.00% was also taking it on the chin, as the chip-equipment maker’s shares fell by 50 cents, or 30%, to $1.17. The company cut its second-quarter sales and earnings forecasts, due mainly to delay in products from one customer. Other chip stocks in the red included Micron Technology Inc. MU -5.09% and Rambus Inc. RMBS -4.69% , both of which saw their shares fall by at least 4.5%. Declines also came from Nvidia Corp. NVDA -1.71% , TXN -0.47% and ARMH -2.22% . The chip weakness began to pull on tech-heavy market gauges. The Nasdaq Composite Index COMP -0.41% , which had a double-digit gain after the market opened, gave up all of that to fall more than 8 points to 2,923. The Philadelphia Semiconductor Index SOX -1.54% was off by 1.4%. ASML Holdinig N.V.ASML +9.03% was one of the tech sector’s few bright spots, as its shares rose $4.34, or almost 9%, to $52.81 after Intel Corp. INTC -1.72% said Monday that it would invest more than $3 billion in the Dutch chip maker, and fund another $1 billion in research and development activities at the company. The latter investment is centered around the development of 450-millimeter wafer technology and extreme ultraviolet lithography. Read more about Intel's dealings with ASML Intel shares fell 45 cents to $25.72, but AMD and Applied Materials scored even greater losses. Among other tech stocks, Research In Motion Ltd.RIMM -4.83% shares were down by 36 cents, or 4.7%, at $7.30. The troubled maker of the BlackBerry smartphone started its annual shareholders meeting Tuesday, and its board made a statement of support for RIM’s current management team. Small gains came from Apple Inc. AAPL +0.01% Oracle Corp. ORCL -0.03% and Western Digital Corp.WDC +1.68% .