anEck Semiconductor ETF (SMH)

[rayrohn]

BEFORE THE BELL-AMD shares rise on plant spin-off plan (Advanced Micro Devic)

NEW YORK NEW YORK, Oct 7 (Reuters) - Shares of Advanced Micro Devices rose
18.2 percent to $5.00 in premarket trading on Tuesday after the chipmaker said
it will spin-off its manufacturing plants. Keywords: MARKETS STOCKS
BEFORETHEBELL
Chuck Mikolajczak
cm

[rayrohn]

I still own AMAT and PMCS but I think the market needs to figure what going to happen with the bail out

[frenchee]

Got another short-term buy signal with yesterday's close. We have most likely seen the short-term bottom in SMH...

[rayrohn]

yes very nice turn around ...

http://finance.yahoo.com/q/cq?d=v1&s=intc+txn+amat+brcm+mu+adi+xlnx+lsi+lltc+amd+klac+nsm+a

[frenchee]

Got the buy signal Ray...

[rayrohn]

bought PMCS Friday it looks ready to break out of an ascending triangle check out the volume



AMAT had a reversal day Friday (open below the previous day close and closed above the previous days opening or a bullish engulfing)

[frenchee]

Most likely the bulk of the bad news is already discounted into SMH's price. http://online.barrons.com/article/SB122065349633105315.html?mod=9_0031_b_this_weeks_magazine_tech_week

[frenchee]

SMH in presignal area for a short-term buy. Just need a decisive close > 5-day EMA.

[rayrohn]

lol never know about my charts

[frenchee]

Is that a "c" like c-cup...lol...

[rayrohn]

yes frenchee there is a possibility that SMH is in a c or 3 up

[frenchee]

Nice bounce last Friday. Should provide some steam behind our QQQQ W@Gs this week.

[rayrohn]

SMH Chart

[rayrohn]

NEWS: Intel's Profit Jumps 25%; CEO Sees Strong Demand
By DON CLARK
July 15, 2008 6:21 p.m.
http://online.wsj.com/article/SB121615177202555601.html?mod=googlenews_wsj

Intel Corp. reported a 25% jump in second-quarter profit, as strong world-wide demand for portable computers that use its chips outweighed a slowing U.S. economy.

The big microprocessor maker forecast further gains in the current quarter, with improved gross profit margins and higher revenue than analysts had projected.

Paul Otellini, Intel's chief executive officer, said the company is watching carefully for any impact from economic worries but has not seen any. "We see continued healthy demand for our products," he said in remarks prepared for a conference call with analysts.

Intel's shares traded at $20.71, up 24 cents, at 4 p.m. on the Nasdaq Stock Market. Following the news, the shares edged up further to $20.90.

Intel, which turns 40 years old this Friday, has been riding an overhauled product line, a lead in manufacturing technology and recent stumbles by rival Advanced Micro Devices Inc. The company's chips, which act as the calculating engines in computers, have been particularly popular in notebook computers.

As those portable PCs decline in price, demand has grown. Mr. Otellini said shipments of chips for portables topped shipments for desktop PCs for the first time -- a long-anticipated development that came earlier than expected. He told analysts that the company posted record unit shipments of chips for mobile computers, as well as chips for wireless communications and accessory products called chip sets.

Demand for low-end notebooks caused sales of a greater proportion of low-priced chips in the second quarter, however. As a result, Intel's profit margin came in at 55.4%, up from 53.8% in the first quarter but toward the low side of its forecast in mid-April of 56%, plus or minus a couple of percentage points.

Intel, of Santa Clara, Calif., has said it is experiencing strong demand for a new line of chips called Atom that are specifically designed for low-end markets, but those products did not play a big role in the second quarter, said Stacy Smith, Intel's chief financial officer.

Intel projected its gross margin will rise in the third period to 58%, plus or minus a couple of points, and reiterated a target for the full year of 57%. It put revenue for the third period at $10 billion to $10.6 billion; the $10.3 billion midpoint of that range is well above the $10.01 billion average estimate by analysts, as reported by Thomson Financial.

John Lau, an analyst at Jefferies & Co., said investors should be reassured that the company's guidance is solid, a sign that international sales are counteracting any weakness in the U.S. "Growth continues on a global scale," he said.

One headache for the company has been falling prices for chips called flash memory, which are used to store data in cellphones and other portable devices. Intel divested a business in a variety called NOR flash to a joint venture called Numonyx; second-quarter revenue from those products was "significantly lower," the company said.

In all, Intel reported net income for the period ended June 28 of $1.6 billion, or 28 cents a share, compared with net income in the year earlier quarter of $1.28 billion, or 22 cents. Revenue rose 9.1% to $9.47 billion from $8.68 billion

[rayrohn]

what u think they take it back to feb low

[rayrohn]

AMAT under 18 again lol unbelievable

[rayrohn]

SMH Chart

[rayrohn]

AMD going to test support

[rayrohn]

TXN new yearly low

[rayrohn]

AMD up in PM

[rayrohn]

SMH ...small gap and a run up to resistance ...
IMO I don't think I be a buyer here ...



who know maybe to the moon ???

[rayrohn]

SMH chart

[rayrohn]

AMD Chart

[rayrohn]

LSI to Present at JPMorgan Technology Conference

MILPITAS, Calif., May 5 /PRNewswire-FirstCall/ -- LSI
Corporation (NYSE: LSI) today announced that Abhi Talwalkar,
President and Chief Executive Officer, will be presenting at the
JPMorgan 36th Annual Technology Conference in Boston, Mass., on
Monday, May 19, 2008, at 10:00 a.m. Eastern Time. The
presentation will be available to the public via audio webcast at
http://www.lsi.com/webcast. Following the conference, a replay
of the webcast will be available on the LSI website at
http://www.lsi.com/webcast. About LSI LSI Corporation
(NYSE: LSI) is a leading provider of innovative silicon, systems
and software technologies that enable products which seamlessly
bring people, information and digital content together. The
company offers a broad portfolio of capabilities and services
including custom and standard product ICs, adapters, systems and
software that are trusted by the world's best known brands to
power leading solutions in the Storage and Networking markets.
More information is available at http://www.lsi.com.
Editor's Notes: 1. All LSI news releases (financial,
acquisitions, manufacturing, products, technology, etc.)
are issued exclusively by PR Newswire and are immediately
thereafter posted on the company's external website,
http://www.lsi.com. 2. LSI and the LSI logo design are
trademarks or registered trademarks of LSI Corporation or
its subsidiaries. SOURCE LSI Corporation

[rayrohn]

AMD Chart

[rayrohn]

AMD chart

[rayrohn]

SMH chart

[rayrohn]

SMH chart

[rayrohn]

AMAT going for a new low ?

[rayrohn]

SMH smack right back down again @ resistacne going to fill the last gap ???

[rayrohn]

XLNX Chart

[rayrohn]

both the sox and SMH are set @ resistance so I figure they need all the help they can get ...

[rayrohn]

is everyone ready for the gap lol

[rayrohn]

SMH chart




trying to fill yesterdays gap

[rayrohn]

Advanced Micro Devices Inc . (AMD), Intel's smaller rival. Shares
of AMD, which will report quarterly results on Thursday, were up
more than 2.5%.

[rayrohn]

LSI Corp . (LSI, $5.00, -$0.37, -6.89%) was downgraded to neutral
from buy at Merrill Lynch on concerns over the company's outlook
after its customer

[rayrohn]

Dell Now Offering Five Server Platforms Based on Quad-Core AMD
Opteron(TM) Processors

SUNNYVALE, Calif.--(BUSINESS WIRE)-- AMD (NYSE: AMD) today
announced that Dell Inc. (NASDAQ: DELL) is now offering five
server platforms based on high-performance, energy-efficient
Quad-Core AMD Opteron(TM) processors. This news follows last
week's announcement that Quad-Core AMD Opteron processors are
generally available, and brings the number of available global
OEM platforms based on the new processors to 13. Additionally,
AMD is announcing today that VMware has completed qualification
of Quad-Core AMD Opteron processors for use in VMware ESX and
ESXi hypervisor deployments, enabling customers to leverage the
latest in VMware virtualization on these server systems.
"Dell is delivering on its vision to simplify IT by providing
customers with a seamless and simple upgrade path to Quad-Core
AMD Opteron processors on PowerEdge servers," said Brad Anderson,
senior vice president, Dell Business Product Group. "The
combination of AMD's most advanced processors running on Dell
PowerEdge servers provides an optimal balance of performance and
energy efficiency across a variety of customer solutions, from
general purpose and remote office to high-performance compute
clusters and virtualized data center environments." "As Dell
expands its AMD Opteron processor-based server portfolio, we
continue our strong collaboration to reduce IT complexity and
delivering world-class performance-per-watt," said Randy Allen,
corporate vice president and general manager, Server and
Workstation Division, AMD. "These latest Dell platforms based on
Quad-Core AMD Opteron processors, in combination with VMware's
qualification, are important milestones for business customers
looking for an ideal platform for virtualization." Updated
and New Platforms from Dell Dell servers now supporting
Quad-Core AMD Opteron processors include the PowerEdge SC1435,
2970, M605 blade server and 6950 platforms, as well as the new
PowerEdge T605 tower server. The T605, aimed at small and medium
businesses or remote locations, offers features such as hot-plug
hard drives, remote management and redundant power supplies,
resulting in high-availability systems that help prevent data
access loss and increase uptime. Dell's PowerEdge SC1435,
2970 and M605 blade server, all two-socket systems, can deliver
up to 79 percent better performance compared to systems using
dual-core AMD Opteron processors(1). More information on Dell's
new Quad-Core AMD Opteron processor-based systems can be found at
www.dell.com/poweredge. Dell customers, such as the Holland
Computing Center at the University of Nebraska-Omaha, are already
recognizing the benefits the Quad-Core AMD Opteron processor
delivers. Visit here (www.youtube.com/watch?v=psxHwaBY1sA) to
learn how the Holland Computing Center has tripled its system
performance without increasing energy consumption by upgrading
its servers from dual-core to Quad-Core AMD Opteron processors.
"The VMware ESX and ESXi hypervisor on Dell PowerEdge servers
fitted with AMD Opteron processors offers customers a scalable,
high-performance solution suitable for running demanding
application workloads," said Raghu Raghuram, vice president of
products and solutions at VMware. "Customers can now combine the
Rapid Virtualization Indexing, I/O and memory bandwidth
capabilities of the Quad-Core AMD Opteron processor with the
VMware virtualization platform to help reduce capital and
operating expenses, ensure business continuity, strengthen
security and go green." Visit AMD on the Web For more
information on the Quad-Core AMD Opteron processor family,
including FAQs, development tools, and other general information,
please visit http://multicore.amd.com. Information on Quad-Core
AMD Opteron processor pricing can be found at
http://www.amd.com/pricing. An online press kit is available at
http://www.amd.com/quadcore/presskit. About AMD Advanced
Micro Devices (NYSE: AMD) is a leading global provider of
innovative processing solutions in the computing, graphics and
consumer electronics markets. AMD is dedicated to driving open
innovation, choice and industry growth by delivering superior
customer-centric solutions that empower consumers and businesses
worldwide. For more information, visit http://www.amd.com.
AMD, the AMD Arrow logo, AMD Opteron and combinations thereof,
are trademarks of Advanced Micro Devices, Inc. Other names are
for informational purposes only and may be trademarks of their
respective owners. (1) Based on the SPECjbb(R)2005 benchmark
test performed by Dell Labs in March 2008 with two quad-core AMD
Opteron 2356 processors compared to a similarly configured server
with two dual-core AMD Opteron 2222SE processors. Actual
performance will vary based on configuration, usage and
manufacturing variability. For the latest SPECjbb2005 benchmark
results, visit www.spec.org. Source: AMD

[rayrohn]

bought AMAT again



don't know if the count is right lol but my gut tells me it way over sold here

[rayrohn]

bought AMAT also

[rayrohn]

bought the SMH here 29.34

[rayrohn]

SMH chart

[rayrohn]

Semiconductors Pass Top Stocks Test
04/07/08 - 02:19 PM EDT

http://www.thestreet.com/_yahoo/newsanalysis/technicalanalysis/10410993.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA

[rayrohn]

AMD Cuts Sales Expectations, Jobs
AMD got the first-quarter earnings reporting season off to a rough start with lower-than-expected revenues and job cuts.


Share this Article

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April 7, 2008
By Paul Shread: More stories by this author:


AMD got the first-quarter earnings reporting season off to a rough start late Monday by announcing lower-than-expected revenues and job cuts.

AMD said it expects to report first-quarter sales of $1.5 billion, up 22% from the year-ago quarter, but less than the $1.62 billion that analysts expected.

The chipmaker cited "lower than expected sales across all business segments," and also announced that it will cut 10% of its workforce.

AMD will report full results April 17. Its shares lost 2% in after-hours trading.

Stocks ended Monday's regular session little changed, as an early rally on a cash infusion for Washington Mutual gave way to selling on caution ahead of first-quarter earnings reports and lingering recession fears.

Yahoo lost 2.4% after Microsoft gave the company three weeks to agree to a deal or face a hostile takeover attempt. Microsoft's deadline will come a few days after Yahoo reports quarterly results on April 22.

The Nasdaq ended the day down modestly despite analyst upgrades for several stocks, including Apple, KLA-Tencor, Novellus, ComScore and Nvidia. But Applied Materials fell 3% on a Credit Suisse downgrade.

ScanSource fell 13% on weak sales in its Catalyst Telecom unit.

The Nasdaq lost 6 to 2364, the S&P tacked on 2 to 1372, and the Dow added 3 to 12,612. Volume rose to 3.72 billion shares on the NYSE, and declined to 1.78 billion on the Nasdaq. Advancers led by an 18-14 margin on the NYSE, while decliners led 15-14 on the Nasdaq. Upside volume was 64% on the NYSE, and 40% on the Nasdaq. New highs-new lows were 81-16 on the NYSE, and 57-79 on the Nasdaq.

[rayrohn]

Applied Materials' Solar View Less Shiny

Applied Materials (AMAT: NNM)
By Credit Suisse ($20.89, April 6, 2008)

WE ARE DOWNGRADING Applied Materials from Outperform to Neutral.

We were early identifying the positives for Applied Materials' solar (Sunfab) when we stuck with our Outperform rating on Applied Materials despite our sector downgrade a year ago.

The stock is now trading purely on solar, and Applied Materials has outperformed the Nasdaq 35% year-to-date. Sum-of-the-parts valuation suggests solar is embedding a rich $7.7 billion ($5.50 per share) valuation.

Three reasons why we're downgrading now:


Recent checks suggest teething issues are cropping up handling Gen 8.5 glass (added weight/cost), contrasting with Applied Materials' claims. Applied Materials' customers may cut Gen 8.5 to smaller Gen 5 for the next 12-18 months; even the competition is rapidly consolidating around smaller panels.

Economics are misaligned with market requirements. Sunfab's $3-per-watt capital-expenditure-costs are too high relative to $1-per-watt market requirements; difficult to optimize both efficiency and capital expenditures simultaneously for tandem. Sunfab's targeted panel-cost of about $1.00 per watt by 2010 is inadequate given the oversupply we expect in solar by 2010 – best in class crystalline silicon Chinese companies can make 50%-200% more efficient panels than Applied Materials at less than $1 per watt panel-cost today. Applied Materials' customers are better off pursuing scale with c-Si (crystalline silicon) than Sunfab.

Shipments are strong, but magnifies risks. Seven customers now have Sunfab (Signet, T-Solar, Sunfilm, Green Energy, Xin-Ao, Best Solar), and over a dozen lines (about 800 megawatts) may ship in calendar 2008; 2 gigawatt pipeline exists for calendar 2009. At $2 per watt, the math is alluring but issues are: (i) Financing challenges, lack of differentiation for Applied Materials customers; (ii) Sunfab's widespread deployment guaranteeing efficiency, yield and cost is risky given untested product; (iii) Customers have little solar experience. Applied Materials may scale operating expenditures (margin issues); repeat business and cash-collection potential issue from cash-starved customers.

[rayrohn]

MRVL ... can't seem to have enough up to really break out

[rayrohn]

Filled the gap IMO we pull back and test the trend ling break out ... around 29 or so




the USD chart



three open gaps on the QID and over sold I think it reverses and heads up



JMO

[rayrohn]

AMAT chart

[rayrohn]

USD Chart

[rayrohn]

MRVL chart

[rayrohn]

filled the gap