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Taiwan Semiconductor Manufacturing Company Limited Message Board

booney_1 3 posts  |  Last Activity: May 21, 2015 11:59 AM Member since: Jan 31, 2003
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  • booney_1 booney_1 May 21, 2015 11:59 AM Flag

    Where do you get $2 special? Last special was $3 (january). I agree that this is a great under the radar dividend stock.

  • booney_1 booney_1 May 10, 2015 11:31 AM Flag

    I don't think there are any companies that would (could) buy LRCX. LRCX might merge with someone (KLAC?).

    The volume and action has been very strong. I think some people (not all) are looking forward and seeing some incredibly positive things. 3D-NAND looks for real. It has 3x density of planar and should reduce costs. It requires a lot of deposition steps...YES. Windows 10 is coming this summer. I think corporate american and many individuals will upgrade. Mobile phones are still doing great. Did people see QRVO's results...China is booming..4G.. Many analysts have 100+ price target on the stock.

    The "worry" is a recession or slowdown (boo Q1 GDP). AMAT earnings are on Thusday...it's quarter ended with April...so it's data is more recent...

    So if the semi industry picks up...LRCX and friends should soar...

  • Reply to

    Monday earnings release.

    by toomany4gong May 1, 2015 9:23 PM
    booney_1 booney_1 May 4, 2015 10:56 AM Flag

    I'll bet the wireless charging revenue is not enough yet to really make a difference. The IKEA and iwatch design wins, are good indicators for the future. It's very good to see IDTI in an apple product. If they could get into the next iphone...then we'll see a great bump in revenue.

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