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


To: Donald Wennerstrom who wrote (59926)5/20/2013 12:08:54 PM
From: Gottfried  Respond to of 95608
 
Don, thanks for the heads-up on SPRD and AMD. Feeling adventurous I sold some naked June puts on both [below market price] but limited the possible loss by buying puts at the next lower strike

Can't find news on SPRD either



To: Donald Wennerstrom who wrote (59926)5/20/2013 12:11:18 PM
From: Gottfried4 Recommendations  Read Replies (1) | Respond to of 95608
 
A retired 30 year INTC veteran with 27 patents writes:

"I can state with certainty that the new mobile oriented processors coming from Intel later this year will capture the processor space for the leading smart phones and tablets.

There are two fundamental, related, reasons for this:

These processors are faster than anything that ARM/TSMC (or AMD) can offer at the same level of power consumption.
Their power consumption at the same level of performance is much less than anything ARM/TSMC (or AMD) can offer." [snip]

seekingalpha.com