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To: Kirk © who wrote (77310)10/5/2017 7:56:42 PM
From: seminole
   of 77475
 
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.

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From: Sam10/6/2017 7:14:04 AM
1 Recommendation   of 77475
 
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

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From: Sam10/6/2017 8:25:47 AM
3 Recommendations   of 77475
 
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

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To: Sam who wrote (77312)10/6/2017 11:36:42 AM
From: Donald Wennerstrom
1 Recommendation   of 77475
 
As shown week after week, the "market" gives high price evaluations to NVDA and AMD for their GPU processors.
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.

A description of how the GPU works in conjunction with the CPU is provided at:

nvidia.com

And if you would like to buy one, you can peruse the offerings on Google. They even provide "free shipping":-)


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To: Donald Wennerstrom who wrote (77314)10/6/2017 5:06:22 PM
From: Donald Wennerstrom
2 Recommendations   of 77475
 
This is the weekly look at the SOXM stocks and major indices in terms of actual and percent terms in table and chart formats.

INTC made a nice move to the upside this week winding up in 2nd place behind CREE with a gain of 4.1%. Twenty one stocks were up and 7 were down. It was a quiet week and all indices were up at the bottom line. The DOW was up over 370 points for the week.


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From: Gottfried10/6/2017 5:18:58 PM
2 Recommendations   of 77475
 
bpNDX stays 60%


Sep25 Sep26 Sep27 Sep28 Sep29 Oct02 Oct03 Oct04 Oct05 Oct06




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

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To: Gottfried who wrote (77316)10/6/2017 5:27:06 PM
From: Gottfried
3 Recommendations   of 77475
 
12 new 52 week NDX high(s)
	10/06/2017
Close Volume
CHKP 116 627894
CTAS 148.01 609272
CTSH 73.2 3628244
EBAY 38.99 5452499
INTC 39.53 17710277
ISRG 363.227 1176600
MAR 111.27 3459229
NFLX 194.39 19412690
PAYX 63.25 2401918
PYPL 65.82 7445661
TXN 91.14 3241790
XLNX 71.53 2119567



1 new 52 week NDX low(s)

Close Volume
WBA 76.95 4622724

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To: Donald Wennerstrom who wrote (77315)10/6/2017 5:40:23 PM
From: Donald Wennerstrom
3 Recommendations   of 77475
 

This is the weekly update of the 13 week rolling quarter for the SOXM stocks and major indices in both actual and percent terms.

Not much of a change from last week. One nice plus week rolled off to the left to be replaced by a similar week on the right. The bottom line number went from 56.6 last week to 58.2 this week.

COHU leads this table again this week. The semi-equips have done very well over the period, ASML(+27.5%), LRCX(+24.8%), AMAT(+20.3%), AND KLAC(+8.4%).

INTC at the week ending 8 Sep(just 4 weeks ago) was at -1.5% for the 13 weeks. This week, INTC is well into the dark green area with a +17.0% gain right next to AMAT. By contrast, AMD is down -1.0% for the period.;


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From: Gottfried10/6/2017 5:40:48 PM
3 Recommendations   of 77475
 
bpSOX stays 24/30

Sep25 Sep26 Sep27 Sep28 Sep29 Oct02 Oct03 Oct04 Oct05 Oct06






ADI ADI ADI ADI ADI ADI ADI ADI
ADI ADI AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT
AMAT AMAT ASML ASML ASML ASML ASML ASML ASML ASML
ASML ASML CAVM CAVM CAVM CAVM CAVM CAVM CAVM CAVM
CAVM CAVM CREE CREE CREE CREE CREE CREE CREE CREE
CREE CREE CY CY CY CY CY CY CY CY
IDCC IDCC IDCC IDCC IDCC IDCC IDCC IDCC IDCC IDCC
IDTI IDTI IDTI IDTI IDTI IDTI IDTI IDTI IDTI IDTI
INTC INTC INTC INTC INTC INTC INTC INTC INTC INTC
LRCX LRCX LRCX LRCX LRCX LRCX LRCX LRCX LRCX LRCX
MCHP MCHP MCHP MCHP MCHP MCHP MCHP MCHP MCHP MCHP
MKSI MKSI MKSI MKSI MKSI MKSI MKSI MKSI MKSI MKSI
MPWR MPWR MPWR MPWR MPWR MPWR MPWR MPWR MPWR MPWR
MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL
MSCC MSCC MSCC MSCC MSCC MSCC MSCC MSCC MSCC MSCC
MU MU MU MU MU MU MU MU MU MU
MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM
NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA
ON ON ON ON ON ON ON ON ON ON
SIMO SIMO SIMO SIMO SIMO SIMO SIMO SIMO SIMO SIMO
TER TER TER TER TER TER TER TER TER TER
TSM TSM TSM TSM TSM TSM TSM TSM TSM TSM
TXN TXN TXN TXN TXN TXN TXN TXN TXN TXN
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX

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To: Donald Wennerstrom who wrote (77318)10/6/2017 6:45:25 PM
From: Donald Wennerstrom
4 Recommendations   of 77475
 

This is the weekly look at the change table for the SOXM stocks in terms of several parameters.


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