Strategy Central

[dec212012]

very clear indeed, watching the dcb on intc, many were caught on the long side with their pants down, when andy says pc sales are slowing, profits are decreasing along with funds being allocated to r&d decreasing, clearly sending a warning that 3q is going to be weak...much weaker than people are anticipating. intc may be getting their clock cleaned by amd but they are still THE chip icon. infineon warned of a less than desireable 3q also...funny how xlnx couldn't muster more than a .33 bump ah. no forward guidance or sub par guidance. altr goes today i believe.

had a good laugh last night watching bloomberg as they flashed world indexes, they always show each index's performance for 5 days along with the current price....well it seems someone forgot to include japans nicky 5 day, they could only show the one day and the measly bounce it had after nosediving 500 the day before, talk about pump puppets, and i thought cnbc was the worst...leading off the day with the head of the puppet brigrade flying her broomstick michelle pumpyourrearah cabrerra...lol!