Breaking News
Comments
Newest First | Oldest First | Threaded View
pmcw
User Rank
Author
re: Eight reasons why IC downgrade was baseless
pmcw   11/26/2009 3:05:16 AM
NO RATINGS
Stock performance is always the absolute measure. However, in this case, the claim is excess inventory will cause under-performance. If you read my full article on the subject, which includes data from tech companies that will report aggregate revenue this year of about $650B, you'll see my position is well documented. It was the BoA analyst that offered literally no substantiation for his claim. Personally, I think for one to be right he or she must nail both cause and affect - less than that is a lucky guess. Regards, Paul

rkeist
User Rank
Author
re: Eight reasons why IC downgrade was baseless
rkeist   11/25/2009 5:30:27 PM
NO RATINGS
so....let's check back on this thread in 3,6,9,12 months and see who called it right. We will look at the performance of the big 3 (SNPS,MENT,CDNS) on an absolute level as well as a relative level against the S&P 500. Start date is 11/23 or the date of Sumit's report if it is known. This is to answer the question of which analyst is best at their job of predicting the future: 1. Sumit of BoA -predicts these stocks will not outperform. 2. Paul of NITR - predicts that Sumit is wrong. 3. Craig of FBR - ditto. I'm betting on Sumit but only based on the weakness and vagueness of the list of arguments presented in this article. I've not read Sumit's original remarks on why he downgraded. Paul says "The sky is not falling" -- Sumit merely moved his recommendation from buy to neutral. Craig is here committing the "Straw Man fallacy (Fallacy Of Extension): attacking an exaggerated or caricatured version of your opponent's position." His arguments here are similarly weak and meaningless, non-specific and hard to follow.

GeniusEE
User Rank
Author
re: Eight reasons why IC downgrade was baseless
GeniusEE   11/24/2009 12:57:47 AM
NO RATINGS
You can't always "buy". The market has rallied significantly since March and has anticipated and factored 1Q 2010 in already. The double booking is a bunch of hogwash. Leadtimes, if anything, have tempered a full recovery of semis to almost mediocre rates, with some leadtimes now being as long as 26 weeks. Nobody is flush with cash enough, or has a credit line anymore, to buy double of anything and distributors are not doing their jobs to low pass filter customer demand. It'll be a sluggish plod upwards because we're all afraid to boom again.



Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Radio
LATEST ARCHIVED BROADCAST

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.

Brought to you by:

Like Us on Facebook
Special Video Section
In this short video we show an LED light demo to ...
02:46
Wireless Power enables applications where it is difficult ...
07:41
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
Silego Technology’s highly versatile Mixed-signal GreenPAK ...
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...
The LTC®6363 is a low power, low noise, fully differential ...
See the Virtex® UltraScale+™ FPGA with 32.75G backplane ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...