SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (19090)4/29/1998 10:05:00 PM
From: FJB  Read Replies (1) | Respond to of 70976
 
GM,

The report has been posted here before and all over SI. Many respondents to the report have accused the firm of some big money losing calls in the past, so I'm not sure how seriously to take their analysis.
techstocks.com

FWIW,

Bob



To: Gottfried who wrote (19090)4/29/1998 10:07:00 PM
From: Lane  Respond to of 70976
 
GM....more bad news from reuters

TI <TXN.N> sees chip growth 5 pct or less

SAN FRANCISCO, April 29 (Reuters) - Texas Instruments Inc has adjusted its worldwide forecast for semiconductor industry growth to 5 percent or less this year due to near-term caution in the Americas and weakness in Japan, a top executive said on Wednesday.

"We have adjusted our worldwide forecast to 5 percent or less this year," Rich Templeton, executive vice president of Texas Instruments, told the Hambrecht & Quist technnology conference here.

He added, however, that Texas Instruments continues to see strength in the communications, wireless and networking markets, with over 30 percent growth in the so-called digital signal processor market.

Market research firm Dataquest Inc. on Tuesday said 1998 would be a mediocre year for the semiconductor industry with shipments growing at 8 percent -- less than half of what it predicted seven months ago.

Texas Instruments remained cautious about the near term in the Americas, he said. The Japanese market was weak, China and Hong Kong were reasonably strong, while Europe remained a bright spot, he said.

13:38 04-29-98



To: Gottfried who wrote (19090)4/30/1998 1:23:00 AM
From: Paul V.  Read Replies (1) | Respond to of 70976
 
Gottfried, Find the following DW Data. I have added the Option BP
(opti), Stocks above 10 and 30 week moving average and Hi/Low Index.

Hope the total data will give us additional data for our research. I
draw lines from the previous months to give me a visual of movement.

IMO, the market is moving South.

Go to the Point and Figure Charting site--see comments of P&F Madness.

SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent SECTOR Percent
2/17/98 2/24/98 3/3/98 3/10/98 3/17/98 3/24/98 3/31/98 4/7/98 4/14/98 4/21/98 4/28/98
Hi/Lw 93.8 Hi/Lw 93 Hi/Lw 92.6 Hi/Lw 94.1 bpeuti 91.5 bpeuti 91.5 Hi/Lw abv30wk Hi/Lw
Hi/Lw 90.8 Hi/Lw 93.8 bpeuti 89.4 bpeuti 89.4 bpeuti 89.4 bpeuti 90.4 Hi/Lw 90.8 Hi/Lw 89.2 abv30wk bpeuti 91.2 abv30wk
bpeuti 89.6 bpeuti 89.6 bpintl 88.31 bpbank 80.2 bpbank 80.5 bpbank 82.5 bpinsu 81.8 bpguti 83.6 abv10wk Hi/Lw 87.5 abv10wk
bpbank 80.7 bpbank 80.1 bpsavi 81.2 bpsavi 78.3 bpsavi 80.3 bpsavi 80.4 bpbank 81.4 bpbank 83 obti bpguti 85.1 bpeuti 87.8
bpsavi 80.6 bpsavi 80 bpbank 80.1 bpguti 78.1 bpinsu 77.92 bpguti 79.5 bpguti 79.5 bpinsu 81.8 bpeuti 91.5 bpbank 83.6 bpguti 82.4
bpguti 76.7 bpguti 76.7 bpguti 75.7 bpintl 77.92 bpguti 76.7 bpinsu 78.8 bpsavi 78.8 bpsavi 80.7 bpguti 84.9 bpinsu 79.1 bpbank 78.6
bpreal 72.7 bpreal 72.2 abv10wk 72.9 10week 75.6 bpreta 73.1 bpreta 73.5 bpreta 73.8 bpnyse 73.3 bpbank 84.2 bpsavi 77.8 bpsavi 76.3
abv10wk 70.6 bpinsu 71.5 10week 72.88 bpinsu 75.4 bpwall 72.7 obti 73 obti 73.7 bpreta 73.2 bpinsu 79.5 bpaero 74.4 bpinsu 71.3
bpinsu 69.9 bpmedi 69.3 bpinsu 72.7 abv10wk 72.9 bpreal 72.4 bpnyse 72 bpnyse 72.8 obti 72.9 bpsavi 78.9 bpmedi 74.2 bpfore 70.9
10week 69.08 bpwall 67.3 bpreal 71.7 bpwall 70.9 obti 72.1 10week 71.44 bphous 72.4 bpwall 72.4 bpwall 75.4 bpwall 73.7 bphous 70
bpmedi 67 obti 66.9 bpwall 70 bpreal 70.6 bpaero 71.9 bpreal 71.4 bpreal 71.6 bphous 70.9 bpfore 72.7 bpfore 72.7 bpreal 69.1
bpwall 66.79 bpsemi 66.1 obti 68.8 bpaero 70.5 bpmedi 71.2 abv10wk 71.4 bptrans 70.8 bptrans 70.8 bpnyse 72.6 bpbuil 72.7 bpmedi 67.7
bpsemi 66.1 10week 65.81 bpmedi 68.4 bpmedi 69.6 bphous 70.8 bpfore 70.9 bpmedi 70.8 bpreal 70.7 bpreta 72.3 obti 72.6 bpbuil 67.4
bpfina 64.4 bpfina 65.8 bpreta 68.3 bpreta 69.4 bpnyse 70.6 bpmedi 70.7 10week 70.73 bpaero 70 bphous 71.4 bpnyse 72.4 bpnyse 67.3
bpnyse 64.1 abv10wk 65.8 bpnyse 68 obti 68.8 abv10wk 70.6 bpwall 70.2 abv10wk 70.7 bpfore 69.1 bpreal 70.1 bpreta 71.3 bpmach 67.2
bpfore 62.7 bpnyse 65.4 bpfina 66.7 bpnyse 68.7 10week 69.38 bphous 69.8 bpfore 69.1 bpfina 68.8 bpbuil 69.9 bphous 70.8 bpreta 67
obti 62.7 bpreta 64.3 bpsemi 66 bphous 67.3 bpfore 68.5 bpaero 69.7 bpaero 68.9 bpbuil 68.2 bptrans 69.7 bptrans 70.7 obti 65.77
abv30wk 61.5 bpaero 63.6 abv30wk 65.8 bpfina 66.1 bpsoft 66.8 bptrans 69.1 bpfina 68.3 bpmach 68.1 bpmedi 69.6 bpmach 70.7 bpmeta 65.4
bpaero 61.4 bpfore 63.5 bpaero 64.8 abv30wk 65.8 bptele 66.2 bptele 67.7 bpbuil 67.3 bpmedi 68 bpaero 69.2 bpreal 69.1 bptrans 65.3
bpreta 60.9 bpbuil 62.3 bphous 64.3 bpfore 64.2 bpbuil 65.9 bpfina 67.5 bpwall 67.2 bpauto 65.4 bpmach 68.6 bpsoft 67.5 bpaero 64.4
bphous 60.4 bptrans 62 bpfore 62.3 bpheal 64.12 bpfina 65.6 abv30wk 66.2 bpmach 66.8 abv30wk 64.8 bpfina 65.9 bpbusi 65.9 bpfina 63.3
bpmach 60.2 abv30wk 61.4 bpbuil 62.3 bpbuil 64.1 abv30wk 64.9 bpbuil 66.1 abv30wk 66.6 abv10wk 64.7 10week 63.97 bpfina 65.6 bpchem 61.5
bpbuil 60.1 bphous 61.3 bptrans 62 bptrans 63.4 bptrans 64.9 bpmach 65.6 bptele 65.9 10week 64.66 bpbusi 63.8 bpchem 64.4 bptext 61.4
bptrans 60 bpmach 59.8 bptele 60.2 bptele 61.6 bpmach 63.9 bpfood 64.7 bpsoft 65.7 bpbusi 64.2 bpauto 63.3 bpauto 64.2 bpbusi 61.4
bptele 57.7 bpotc 59 bpchem 60 bpdrug 61.2 bpdrug 62.6 bpsoft 63.4 bpfood 65.6 bpsoft 63.7 bpchem 63.2 bpotc 63.6 bprest 60.4
bpotc 57.7 bptele 58.9 bpmach 59.8 bpauto 60.7 bpotc 62.2 bpchem 62.1 bpbusi 65.6 bpchem 63.6 bpfood 62.4 bpmeta 62.8 bpsoft 59.8
bpchem 55.6 bpelec 57.1 bpsoft 59.7 bpmach 60.4 bpfood 61.7 bpotc 61.5 bpchem 64.1 bptele 62.9 bpotc 61.2 bptele 62.8 bpotc 59.7
bpsoft 55 bpsoft 55.9 bpotc 58 bpchem 60.4 bpauto 61.36 bpauto 61.3 bpauto 62.6 bpmeta 62.8 bpmeta 60.8 abv10wk 61.5 bpoils 59.1
bpauto 54.8 bpchem 55.6 bpfood 56.8 bpsoft 59.5 bpbusi 59.9 bpbusi 60.7 bpotc 62.4 bpfood 62.5 bpsoft 60.8 10week 61.46 bpauto 58.7
bpelec 54.6 bpgame 55.6 bpauto 56.6 bpotc 59.4 bpchem 58.6 bpmeta 60.3 bpmeta 60.3 bpotc 62.1 bptele 60.7 bptext 60.5 bpwall 58.6
bpbusi 53.4 bpfood 55.2 bpelec 56 bpfood 58.6 bpcomp 56.6 bpdrug 59 bpoils 60 bpdrug 60 bptext 57.4 bpfood 60.1 bpstee 58.1
bpgame 52.8 bpbusi 54.4 bpdrug 55.9 bpgame 58.2 bptext 56.4 bpoil 58.5 bpoil 59.9 bpoil 58.9 bpstee 56.8 bpoils 60 bptele 57.2
bpdrug 51.9 bpauto 53.8 bpbusi 55.5 bpbusi 58 bpmeta 56.4 bpgame 58.2 bpdrug 59.7 bprest 58.4 bprest 56.4 bpcomp 59 bpfood 56.7
bpcomp 51.2 bpdrug 53.7 bpcomp 54.8 bptext 56 bpgame 56.4 bpwast 57 bpgame 58.9 bptext 57.9 bpcomp 55.3 bprest 58.4 bpoil 54.8
bpfood 50 bpcomp 52.8 bpgame 54.5 bpmeta 53.8 bpwast 54.3 bptext 56.4 bptext 58.6 bpoils 56.4 bpheal 55.2 bpstee 58.1 bpcomp 54.1
bptext 48.6 bprest 51 bptext 52.8 bprest 53.5 bprest 54 bpoils 56.4 bpwast 57 bpstee 55.4 bpdrug 54.7 bpoil 56 bpleis 53
bpmeta 48 bpmeta 50 bprest 52 bpcomp 53.1 bpheal 51.9 bprest 56 bprest 56.4 bpcomp 55.4 bpoil 54.2 bpdrug 54.1 bpdrug 51.4
bprest 46.9 bptext 47.7 bpmeta 50.7 bpoils 52.4 bpelec 51.5 bpcomp 54.4 bpcomp 56.1 bpheal 53.8 bpoils 53.6 bpheal 53.4 bpgame 50.8
bpwast 46.6 bpleis 47.2 bpoil 50 bpoil 51.3 bpleis 51.3 bpstee 53.9 bpstee 55.4 bpwast 53.7 bpleis 52 bpleis 53.2 bpelec 50.2
bpoil 46.2 bpoil 47.2 bpwast 49.5 bpelec 50.2 bpsemi 50.9 bpheal 52.6 bpleis 53.9 bpgame 53.4 bpwast 51 bpgame 52.5 bpwast 50
bpheal 44.4 bpwast 46.7 bpoils 49.5 bpleis 50 bpoil 50.6 bpleis 52.5 bpheal 53.9 bpleis 52 bpgame 50.8 bpelec 52 bpheal 49
bpstee 42.7 bpheal 44.2 bpleis 48.5 bpsemi 49.5 bpstee 49.4 bpelec 46 bpelec 47.3 bpelec 47.6 bpelec 47.7 bpwast 50 bpsemi 47.7
bpbiom 42.6 bpbiom 42.4 bpheal 47.6 bpwast 47.3 bpbiom 45.3 bpbiom 45.1 bpbiom 43.4 bplati 44.2 bpsemi 40.9 bpsemi 46.8 bpprec 44.8
bpleis 42.5 bpstee 38.7 bpstee 44 bpstee 46.1 bpoils 41.1 bplati 42.3 bpsemi 42.7 bpsemi 42.7 bplati 40.4 bplati 44.2 bplati 40.4
bpoils 38.4 bpoils 33 bpbiom 38.2 bpbiom 42.3 bplati 34.6 bpsemi 41.3 bplati 42.3 bpbiom 41.5 bpprec 40.3 bpprec 41.8 10week 38.97
bpprec 37.3 bpprec 30.9 bpprec 31.51 bplati 34.6 bpprec 24.6 bpprec 24.6 bpprec 32.8 bpprec 41.2 bpbiom 37.1 bpbiom 36.4 bpbiom 33.8
bplati 30.8 bplati 28.8 bplati 30.8 bpprec 29.4 bpintl NA bpintl NA bpintl NA bpintl NA bpintl NA bpintl NA bpintl NA

Naturally, the above is only my opinion and the data which I have reviewed from the Dorsey Wright site. Readers are reminded the old saving, "caveat emptor (buyer/reader beware)."