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Jeg har solgt lidt KLIC for at rejse til Sibirien. Ellers havde jeg ikke råd.

Time To Take Profits In Chip Stocks?
Posted by Eric Savitz

You might want to take some money off the table in chip stocks. That’s the advice this morning from American Technology Research analyst Doug Freedman.

He notes that of the 19 companies he follows, 14 have posted gains of 5%-25% since he upgraded the sector on April 4. (Just two of those stocks - Qimonda (QI) and Omnivision (OVTI) - have declined in the subsequent weeks.) And now, he says, they are due for a 4-6 week pause.

“We believe such rapid gains for an 8-week period likely require a cooling off period,” he writes. “We suggest that investors take profits during this pause and return to an overweight stance on any pull-back caused by seasonal booking patterns.”

Freedman advises focusing on “stock-specific stories with a PC and consumer focus in the back half of the year.” In particular, he says Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD) and Micron (MU) should all benefit from strong PC and notebook demand.
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