does anybody still believe in sell in may, santa claus ralley, january effect and everything will change after labor day - isn't that extremely naive
they trade everything 24 by 7 -
waldblow does not seem to be current with what is going on....nobody "knows" the real volume
but he's posting quite frequently - bullish
First - follow your own advise and get laid - buy yourself a "low rider"
second : I approach matters differently - I firmly believed 14nm would be an inflection point
third: I don't sell short - too often I've seen Shorts "evaporate" - did you see what happened to IRF (analog chipmakers a week ago or so)?
semi_equip_junkie • Apr 18, 2012 11:50 PM
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You're a bit late to the show.
No I am not - started back in December...
Litho is a NOBRAINER - Intel RAMPS....
Barclays anticipates a meaningful step up in wafer-fab equipment (WFE) spend from Intel in 2013, particularly for litho – look for order pickup late 2012.
so by the end of the day you will let us know Intel did relative to the market -
you're posting quite frequently over the last week or so - any particular reason
so is Intel going to underperform or outperform in the future....
ASML did extremely well over the last month....u see that's the difference between you and me ...you will never catch up ,,,,you will always stay a short trader....II would be more than happy to see Intel in $35 range by the end of the year....I am very patient
Look at the timing - waldblow is one of Fleckenstein's greatest fans.
Fleck hates semis in particular equipment stocks and probably lost a ton of money....
Bill Fleckenstein Is Restarting His Short Hedge Fund
Oct. 11, 2013, 12:00 PM
tiernan is "brain dead" - he publishes whatever he's told.
remember Sawitz (?) - he was even worse but he's gone.
why suddenly ML and SA suddenly gone - for years ML was drumming the PC is dead - now things look different and they are gone -
and A.E. gone from one day to the next
there is a third negative spin with regards to chips in general - so make it 3 negative spins just for today
Freedman's blurb is basically a "repeat" from his Mediatek spin
next week SIA will report global IC sales for July
AS far as I understand Haswell already features 2,5D
and as mentioned cost still issue for 3D though high end server chip will use it.
It's strictly a manufacturing/cost/technology issue and Intel will "crack" it as well
you have no clue how to trade,
Nobody cares old man
my Intel and ASML positions look stellar (regardless of some profits taken) -
ASML looks great but have no intention at this point - i am not investing for peanuts
Tired of Intel garbage (95% content free)
looks like "manufacturing" is making a comeback ....and Intel is a the right spot
jamulmike • 1 hour 56 minutes ago
"next five years usher in the return of semiconductor makers to the top"
Has it half right.
Software and Hardware are just two sides of the same coin.
Inextricably linked. Cannot do one without the other. The best symbiotic relationship ever.
This is just the start.
To help create the Internet of Compassion, Apple and other smart device makers will have to depend more on silicon than on software. Clever instruction sets need processors that give them the power to work in real time. Chipmakers have fallen out of favor, eclipsed by programmers, social networks and devices.
I would not be surprised to see the next five years usher in the return of semiconductor makers to the top of the value-creation heap for shareholders. They will provide the sensors that will lead to more sensitivity–measuring heat, velocity, acceleration, distance, perhaps scent and more–and the good news is that after years of neglect they are mostly trading at sensible prices.
Gartner researchers have noted that in 2009 there were 2.5 billion connected devices, and most were PCs, smartphones and tablets. By 2020 analysts expect more than 30 billion connected devices, and every connection requires at least one chip. Less
my all time favorite post/quote
20 cents !!!!!!!!!!!! short term gain!!!!!!!!!!!!!!!
the guy comes to the board , talks about technical hokus pokus....even Walblow geht beim Scheissen in die knie but he is so smart.....
the one thing I might agree is that in case you find enough dummies that all follow the same "rules" it might work - but that's opportunity to set the chart suckers up for failure because there is always a faster gun.
A lot of Intel short suckers were and still are betting on the "typical Intel price bevavior"...
but Covello certainly does not have the impact he used to have .....
Intel is going to fail - where is the "onslaught" of ARM servers.....
Tablets are a lost market for ARM...and the Intel shorts get dumber by the day - all the "Intel will never ever....jadajadaja".
waldblow is "harmless" - sold Intel under around $19 for peanuts - a complete moron
Both TSV and fully embedded memory are more or less a manufacturing/cost issue -
and Intel is up to speed - 10nm update in September?
JEDEC Solid State Technology Association today announced the publication of JESD209-4 Low Power Double Data Rate 4 (LPDDR4). Designed to significantly boost memory speed and efficiency for mobile computing devices such as smartphones, tablets, and ultra-thin notebooks, LPDDR4 will eventually operate at an I/O rate of 4266 MT/s, twice that of LPDDR3. The new interface promises to have an enormous impact on the performance and capabilities of next-generation portable electronics. “LPDDR4 represents a dramatic performance increase,” said Mian Quddus, Chairman, JEDEC Board of Directors. “It is intended to meet the power, bandwidth, packaging, cost and compatibility requirements of the world’s most advanced mobile systems.” Developed by JEDEC’s JC-42.6 Subcommittee for Low Power Memories, the JESD209-4 LPDDR4 standard can be downloaded from the JEDEC website for free by clicking here.