Zeev's Turnips Patch-No Politics (ZEEV)

[Joe Stocks]

Deutsche Bank cuts semiconductors' growth forecasts (XLNX, ALTR, NVDA) By Aude Lagorce
LONDON (CBS.MW) -- Deutsche Bank has lowered its revenue forecasts for the semiconductor sector, citing pricing concerns. "While industry inventory appears to have been worked down in the fourth quarter, pricing for commodity products is deteriorating," the broker said. Deutsche also said it believes stocks like Xilinx [s:xlnx], Altera [s:altr] and Nvidia Corp [s:nvda] among others will be most negatively affected by the recent calls for public companies to start expensing stock options.

Stock option expensing - something to consider going forward.