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Sorted by: Date | Top Results
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| 1. |
Re: 2010 semi forecast, FWIW 
http://www.forbes.com/2010/02/09/altera-cisco-netlogic-intelligent-investing-semiconductors-xilinx.html?partner=yahootix
this guy's pretty hot for semi for exactly the
reason that I cited - hot growth and...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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9-Feb-10 02:47 pm |
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| 2. |
Re: This Mkt Wants 2 Go Lower
even outside tech, the earnings are generally not that
bad. the companies which have done their homework
to downsize/rightsize are now all mean and lean and
can make good money. no, the recovery...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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9-Feb-10 09:35 am |
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| 3. |
TI is starting to catch up with combos
http://finance.yahoo.com/news/Texas-Instruments-Delivers-prnews-617669686.html?x=0&.v=1
GPS, FM, wifi, bluetooth. not good, will bring the
asps down.
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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9-Feb-10 09:28 am |
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| 4. |
Re: brcm in Nexus One/Google phone
<< Appealing as this is, real benefits start
to appear at Snapdragon's next stage of development
with Pineda confirming previous plans to have a 1.5GHz
dual core chip are...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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8-Feb-10 08:01 pm |
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| 5. |
brcm in Nexus One/Google phone
so far all I have read is Nexus One uses a combo brcm
fm/wifi-n chip. However, this article http://www.theregister.co.uk/2010/02/08/linus_on_the_nexus_one/
seems to imply it also has GPS. I wonder who the.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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8-Feb-10 06:18 pm |
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| 6. |
very surprised on no comparison to Q3
Does anybody know off hand how much Q4 was better/worse
than Q3. Yty comparison ain't not that much useful.
More useful is the Q3 to Q4 comparison - trends the
rebound...
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
Voltaire Limited (VOLT)
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whosunw |
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8-Feb-10 03:56 pm |
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| 7. |
Re: I don&&39;t get it
Real story: One time while I was getting a massage
in Palo Alto, I was lamenting this point to my masseuse
(real masseuse, no happy endings!). She said to me
something that...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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8-Feb-10 03:35 pm |
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| 8. |
Re: I don&&39;t get it
Buk, there is really nothing to 'get'. If something
is logical, when presented with information to the
contrary, a thinking man will change his mind that
'the sun rises from the west'. If it...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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8-Feb-10 03:17 pm |
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| 9. |
Re: with the usual -5+% Q1 seasonality, brcm
<< 2. Their stock comp. has been reduced to only
9%, and it is on its way to be in line with other
semis. n >> From brcm's own data in their
analyst day, the average semi only...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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8-Feb-10 11:52 am |
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| 10. |
Re: market technicals
<< A mixture of these factors continues to suggest
a sideways market for months to come. >> it
is possible that individual stocks and individual
sectors will...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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8-Feb-10 11:41 am |
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| 11. |
next brcm huge winner:
http://news.cnet.com/8301-30685_3-20000053-264.html?tag=newsEditorsPicksArea.0
will be combos that have the GPS in it. In this combo
chip area, I am not sure how other guys are going
to catch up...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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8-Feb-10 09:33 am |
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| 12. |
Re: PANASONIC DOWN HUGE, BRCM UP BIG
answer is obvious - Panasonic are not using brcm chips
and is taken out to the wood shed in the back by guys
who are using brcm chips
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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8-Feb-10 09:16 am |
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| 13. |
hint to q.: throw out baby or go to growth?
look at brcm moving right now, up 6+%. for 2010: 1.
for Q1, brcm will not have the usual -5+% seasonality,
but guided flat to +5%. no doubt they will come in
minimum at high end of forecast, if not beat it a
little, as of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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5-Feb-10 03:30 pm |
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| 14. |
Re: DEPRESSION
wow, another homegrown blogger with a chip on his shoulders
... after I take my valium, I will report you to homeland
securities.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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5-Feb-10 03:09 pm |
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| 15. |
Re: that &&39;normal seasonality&&39; padded guidance ain&&39;t hacking it. eom
out there, nobody is seeing the normally seasonal Q1
pull backs. Not enterprise, not consumers. This no-guidance
guidance of 'normal seasonality' is too chicken-little.
If business...
Business & Finance > Investments > Stocks (A to Z) > Stocks Q >
QLogic Corporation (QLGC)
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whosunw |
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5-Feb-10 02:46 pm |
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| 16. |
that &&39;normal seasonality&&39; padded guidance ain&&39;t hacking it. eom
33333333333333333333
Business & Finance > Investments > Stocks (A to Z) > Stocks Q >
QLogic Corporation (QLGC)
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whosunw |
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5-Feb-10 02:07 pm |
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| 17. |
correction: w/o the usual -5+% Q1 seasonality, brcm
414423432
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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5-Feb-10 12:50 pm |
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| 18. |
with the usual -5+% Q1 seasonality, brcm
can easily grow 25+% this year. But it's P/S, while
being not bad, is quite a bit below what other premium
semi companies command. There are lots of room to
improve, i.e. for the stock price to...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Broadcom Corporation (BRCM)
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whosunw |
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5-Feb-10 12:49 pm |
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| 19. |
on CNA, comments anyone?
http://seekingalpha.com/article/184997-broadcom-en
ters-the-converged-network-adapter-war?source=yaho
o
Business & Finance > Investments > Stocks (A to Z) > Stocks Q >
QLogic Corporation (QLGC)
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whosunw |
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5-Feb-10 11:45 am |
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| 20. |
BTW, chambers supposedly
is not the only one hiring, silicon valley as a whole
is hiring again. But only those with the right stuff
needs apply.
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
LSI Corporation
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whosunw |
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5-Feb-10 10:55 am |
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