SI
SI
discoversearch

   Technology StocksWennerstrom Semi Equipment Analysis


Previous 10 Next 10 
To: Kirk © who wrote (77302)10/5/2017 4:15:22 PM
From: Sam
   of 77497
 
No, because I wouldn't say it is "About right". I really have no idea. I don't buy "the market". I buy individual stocks. Although it is true that I have opinions about the market. Opinions which are very fluid and can change on a dime depending on circumstances.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sam who wrote (77304)10/5/2017 4:24:55 PM
From: Kirk ©
   of 77497
 
Too bad I can't edit it... I'll try to remember to have "no opinion, I don't know" for the next one.

Share RecommendKeepReplyMark as Last Read


From: Donald Wennerstrom10/5/2017 4:48:09 PM
2 Recommendations   of 77497
 
This is day early to post the results of the week for the SOXM stocks and major indices, but some interesting results so far.

There are 9 stocks down so far, and among them are AMAT(-1.3%), ASML(-1.6%), KLAC(-4.1%)(at the bottom), and LRCX(-1.2%), all 4 of the big semi-equip makers. At the same time, the SOX is up +14.32(+1.2%), COMPX UP +89.40(+1.4%), DOW up +373.40(+1.7%), and the SPX up +32.86(+1.3%).

INTC(+3.8%) and AMD(+4.6%) are doing great while MU is up +4 cents(+0.1%), along with the SOXM up +1.10(+0.1%), both trying to keep their "chin above water":-)


Share RecommendKeepReplyMark as Last Read


To: Kirk © who wrote (77303)10/5/2017 5:07:33 PM
From: seminole
   of 77497
 
My guess is the FED will be behind the curve on increases in inflation, that will start next year.
I expect Trump to appoint a new Fed Chief who will be slow to raise rates (they will raise two or three time by 1/4 instead of by 1/2).
Also, with the midterm elections the Fed will feel pressure not change rates. Inflation will come from wages and housing costs.
I expect by 2019, the experts will be justifying S&P multiples of 24-25. I am a value investor who will need a supply of Xanax by 2019.

I am a retiree with no bonds. I use pensions and SS income for stable income. I keep a large (20-40%) cash position to lower the risk of my aggressive stock portfolio.
I generate returns on the large cash position by selective short term trades. Trading in and out of my cash position has generated a 5-6% short term return.
A large number of my trades have been in MU and INTC. Currently I have just entered SWKS.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


From: Gottfried10/5/2017 6:11:00 PM
2 Recommendations   of 77497
 
bpNDX rose one to 60% [REGN]


Sep22 Sep25 Sep26 Sep27 Sep28 Sep29 Oct02 Oct03 Oct04 Oct05

AABA
ADBE
ADI
ADP AABA AABA AABA AABA
ADSK ADBE ADBE ADBE AABA ADBE
ALXN ADI ADI ADI AABA ADBE ADI
AMAT ADP ADP ADP AABA AABA ADBE AABA ADI ADP
AMGN ADSK ADSK ADSK ADBE ADBE ADI ADBE ADP ADSK
ATVI ALXN ALXN ALXN ADI ADI ADP ADI ADSK AMAT
AVGO AMAT AMAT AMAT ADP ADP ADSK ADP AMAT AMGN
BIDU AMGN AMGN AMGN ADSK ADSK AMAT ADSK AMGN ATVI
BIIB ATVI ATVI ATVI AMAT AMAT AMGN AMAT ATVI BIDU
BMRN BIDU BIDU BIDU AMGN AMGN ATVI AMGN BIDU BIIB
CA BIIB BIIB BIIB ATVI ATVI BIDU ATVI BIIB BMRN
CELG BMRN BMRN BMRN BIDU BIDU BIIB BIDU BMRN CA
CERN CA CA CA BIIB BIIB BMRN BIIB CA CELG
CMCSA CELG CELG CELG BMRN BMRN CA BMRN CELG CERN
COST CERN CERN CERN CA CA CELG CA CERN COST
CSCO CMCSA CMCSA CMCSA CELG CELG CERN CELG COST CSCO
CSX COST COST COST CERN CERN CMCSA CERN CSCO CSX
CTAS CSCO CSCO CSCO CMCSA CMCSA COST COST CSX CTAS
CTSH CSX CSX CSX COST COST CSCO CSCO CTAS CTRP
DLTR CTAS CTAS CTAS CSCO CSCO CSX CSX CTRP CTSH
EA CTSH CTSH CTSH CSX CSX CTAS CTAS CTSH CTXS
EBAY DLTR DLTR DLTR CTAS CTAS CTSH CTSH CTXS DLTR
FAST EA EA EA CTSH CTSH CTXS CTXS DLTR EA
FB EBAY EBAY EBAY DLTR DLTR DLTR DLTR EA EBAY
FISV FAST FAST FAST EA EA EA EA EBAY FAST
GILD FISV FISV FISV EBAY EBAY EBAY EBAY FAST FISV
ILMN GILD GILD GILD FAST FAST FAST FAST FISV GILD
INTC HAS HAS GOOGL FISV FISV FISV FISV GILD GOOGL
INTU ILMN ILMN HAS GILD GILD GILD GILD GOOGL HAS
ISRG INTC INTC ILMN GOOGL GOOGL GOOGL GOOGL HAS ILMN
JBHT INTU INTU INTC HAS HAS HAS HAS ILMN INTC
JD ISRG ISRG INTU ILMN ILMN ILMN ILMN INTC INTU
KLAC JBHT JBHT ISRG INTC INTC INTC INTC INTU ISRG
LRCX JD JD JBHT INTU INTU INTU INTU ISRG JBHT
MAR KLAC KLAC JD ISRG ISRG ISRG ISRG JBHT KLAC
MCHP LRCX LRCX KLAC JBHT JBHT JBHT JBHT KLAC LRCX
MDLZ MAR MAR LRCX KLAC KLAC KLAC KLAC LRCX MAR
MNST MCHP MCHP MAR LRCX LRCX LRCX LRCX MAR MCHP
MSFT MDLZ MDLZ MCHP MAR MAR MAR MAR MCHP MNST
MU MNST MNST MNST MCHP MCHP MCHP MCHP MNST MSFT
MXIM MSFT MSFT MSFT MNST MNST MNST MNST MSFT MU
NFLX MU MU MU MSFT MSFT MSFT MSFT MU MXIM
NTES MXIM MXIM MXIM MU MU MU MU MXIM MYL
NVDA NFLX NFLX NFLX MXIM MXIM MXIM MXIM MYL NFLX
ORLY NVDA NVDA NVDA NFLX NFLX NFLX NFLX NFLX NVDA
PCAR ORLY ORLY ORLY NVDA NVDA NVDA NVDA NVDA ORLY
PCLN PCAR PCAR PCAR ORLY ORLY ORLY ORLY ORLY PAYX
PYPL PCLN PCLN PCLN PCAR PCAR PCAR PAYX PAYX PCAR
QVCA PYPL PYPL PYPL PCLN PCLN PCLN PCAR PCAR PCLN
ROST QVCA QVCA QVCA PYPL PYPL PYPL PCLN PCLN PYPL
SIRI ROST ROST ROST QVCA QVCA QVCA PYPL PYPL QVCA
SWKS SIRI SIRI SIRI ROST ROST ROST QVCA QVCA REGN
SYMC SYMC SYMC SYMC SIRI SIRI SIRI ROST ROST ROST
TRIP TRIP TRIP TRIP SYMC SYMC SYMC SIRI SIRI SIRI
TSCO TSCO TSCO TSCO TRIP TRIP TRIP SYMC SYMC SYMC
TSLA TSLA TSLA TSLA TSCO TSCO TSCO TRIP TRIP TRIP
TXN TXN TXN TXN TXN TXN TXN TSCO TSCO TSCO
VRSK VRSK VRSK VRSK VRSK VRSK VRSK TXN TXN TXN
WBA WBA WBA WBA WBA WBA WBA VRSK VRSK VRSK
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Gottfried who wrote (77308)10/5/2017 6:15:35 PM
From: Gottfried
2 Recommendations   of 77497
 
10 new 52 week NDX high(s)
	10/05/2017
Close Volume
BIIB 326.74 2159738
CTAS 148.01 609272
ISRG 1089.68 272200
MAR 111.27 3459129
MSFT 75.97 21192669
NFLX 194.39 19370828
PAYX 63.25 2401918
PCAR 74.73 1664682
PYPL 65.82 7442976
TXN 91.14 3241790


NO new 52 week NDX low(s)

Share RecommendKeepReplyMark as Last Read


To: seminole who wrote (77307)10/5/2017 6:52:34 PM
From: Kirk ©
   of 77497
 
That seems like a reasonable progression and plan.

Thanks for sharing.

Why do you like Skyworks now? A potential breakout of the 2015 top, the jump in earnings or ????

,

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Kirk © who wrote (77310)10/5/2017 7:56:42 PM
From: seminole
   of 77497
 
I like it going into earnings and I think it will make a run at that 2015 high.
Since it is a trade, I hope to be out before earnings at 110 or whenever it gets overbought.
I like to trade stocks that I wouldn't mind owning.

Share RecommendKeepReplyMark as Last Read


From: Sam10/6/2017 7:14:04 AM
1 Recommendation   of 77497
 
Talk about market share in a key segment! Although the headline and the body of the story slightly differ. It doesn't make much of a difference though.

TrendForce Finds x86 Processors Continues to Corner Server Market This Year With Global Shipment Share Estimated at 96%
Published Oct.05 2017,14:17 PM (GMT+8)

DRAMeXchange, a division of TrendForce, estimates that 96% of all server CPUs shipped worldwide this year will be based on the x86 architecture. On the other hand, the ARMv8 architecture is expected to represent only around 1% of the total annual shipments of server CPUs. The market growth of ARMv8 products is constrained by their limited applications within the server market and the high degree of customization necessary for the development of solutions.

In the x86 server CPU market, Intel is projected to capture 99% of the total annual shipments for this year. By contrast, AMD’s shipment share is estimated at just 1%.

DRAMeXchange analyst Mark Liu pointed out that although the x86 architecture has helped lower the average manufacturing cost of servers by becoming the prevailing market standard, the overall average utilization rate of x86 CPU cores has been stuck around 50%. “Software optimization can raise utilization rates of x86 CPUs to the range of 70% to 80%,” said Liu. “However, data centers for high-performance computing applications require significantly higher utilization rates from their server processors.

Major server ODMs are now working closely with CPU makers to improve processor design and hardware integration. Their efforts have led to immediate and incremental differences in the utilization rates for the latest solutions. Some of the improvements being offered include the addition of an embedded FPGA and deploying GPUs as accelerators.

In the competition within the mainstream server market, the x86 architecture remains in the dominant and advantageous position due to having a wider range of products as well as enjoying a greater level of hard- and software support. Conversely, the ARM architecture is at a disadvantage because its system-on-chip (SoC) products are used by a smaller and specific group of customers. Furthermore, the competitiveness of ARM-based solutions depends on their ability to integrate with the whole server system. Looking ahead, x86-based solutions with Intel leading their development will continue to be the market mainstream in 2018. The global shipment share of x86 server processors for 2018 is expected to be maintained at above the 90% level.

NVIDIA is secure as the market leader for server GPUs as its global shipment share for the first half of 2017 was near 70%

As the demand in the server market increasingly focuses on high-end servers with more powerful computing capability, the role of GPUs in helping the optimization of CPU cores also becomes more significant. When the frontend servers in a major data center are dealing with multiple tasks that consume huge amounts of computing power, they often rely on server GPUs, each of which contains thousands of smaller and more efficient processing cores. Compared with CPUs, GPUs are more effective at doing parallel computing.

Majority of shipments of discrete GPUs used in mainstream servers come from NVIDIA and AMD, according to DRAMeXchange’s market tracking during the first half of 2017. In terms of the global shipment share for this half-year period, NVIDIA managed to take nearly 70%. NVIDIA’s main offerings for high-end servers are still based on the Pascal architecture. Solutions derived from this platform are mainly designed for large-scale Internet data centers.

As data centers evolve to include high-density computing zones, DRAMeXchange anticipates that more high-performance computing (HPC) servers will adopt general-purpose computing on graphic processing units (GPGPU) in 2018. The penetration rate of GPGPU in the global HPC server market is forecast to go up from 3% in 2017 to 5% in 2018.

dramexchange.com

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


From: Sam10/6/2017 8:25:47 AM
3 Recommendations   of 77497
 
OT -- general market comment

Chart In Focus: by Tom McClellan
Another Narrow Range for McClellan Oscillator
October 05, 2017
Back in June, I introduced you to the indicator in this week’s chart, which examines how much movement the McClellan Oscillator has had over the preceding 15 trading days. My timing was excellent, in that I so precisely picked the one time that a really low reading did not seem to matter at all.

Most of the very low readings for this indicator mark meaningful tops for stock prices. It was just my luck that I called attention to it just at the moment when a wonderful exception appeared.

Now we have another very low reading, the lowest in 16 years to be specific. We have not had a reading this low since 2001. This makes an uncommon statement about how calm and orderly the market is at the moment. Calmness cannot persist, and orderliness tends to yield to chaotic action.

I should further clarify that this is looking at a range over 3 weeks. Years ago, some analysts used to believe that seeing a very minor change in the McClellan Oscillator from one day to the next was a sign that a “big move” was coming. I debunked that here: The Meaning of Minor McClellan Oscillator Changes.

What this 15-day range indicator is showing is the tight range of readings that have been presented over the past 3 weeks. We can see that more directly in this chart of the McClellan Oscillator, which is featured every day on our web site.



All of the readings since Aug. 24 have been above zero. And all of the readings since Aug. 30 have fallen between +34 and +137. That is a pretty tight range. A long study of past readings shows that looking back over just the prior 15 trading days makes for a good indicator, showing that the stock market has become excessively calm and quiet, befitting a meaningful top. Now all we need is for the stock market to behave itself this time, and show us a proper top indication.

Tom McClellan
Editor, The McClellan Market Report

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10 

Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.