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To: Toro Caca who wrote (5007)2/17/2012 11:51:27 PM
From: neolib
of 12847
 
While I generally would agree with your comment, one might note that Intel and AMD/GF have generally had CPUs as the lead product on each new node for quite some time. Way back, Intel might have done SRAMs (not for test, actual product), but that has been WAY back. So if Intel and AMD have done it that way, why can't a foundry? Its really a matter of what customers are willing to pay in the early ramp. If SOC vendors are more eager than FPGA vendors, well, why would TSMC care?

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To: neolib who wrote (5005)2/18/2012 8:48:17 AM
From: steve harris
of 12847
 
Agreed. If there were only do overs. The only hard lesson I've learned if I can pass it on is to never buy a stock until you tell yourself a price when to sell if it drops. I broke my own rule recently and it cost.

I started watching the tape lately, which way the markets themselves are moving.

I wish I could find it again, I agree with an article I read recently. Basically a lot of money is sitting on the sidelines after the recent 2008/2009 market dump. Bernanke has said interest rates will remain at zero for years to come, the result being people's greed will kick in and the money they see sitting in the bank doing nothing will start coming back into the markets. I think that's what you were saying with the markets racing to new highs, I think they'll keep going...

Then again, I can write about why you shouldn't be in the markets here at all...
:)

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To: steve harris who wrote (5009)2/18/2012 1:17:09 PM
From: neolib
of 12847
 

I started watching the tape lately, which way the markets themselves are moving.


I keep watching this (of course its a bit like watching paint dry):

crgraphs.com

Economic recoveries, especially the last 3, take a long time. But as they recover people get more optimistic. Stocks, and RE will be affected as that happens.

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To: neolib who wrote (5010)2/18/2012 1:35:47 PM
From: steve harris
of 12847
 
Thanks

I've been using this site, has everything and more, discovering new things all the time.

finviz.com

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To: steve harris who wrote (5011)2/18/2012 2:12:07 PM
From: SonnyListon
of 12847
 
You would learn far more from paying attention to what Elmer Phud tells you.

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From: neolib2/19/2012 11:34:00 PM
of 12847
 
digitimes.com

Claims 11M iPads in Q1, and about 15M tablets total in Q1, which is a 30% on quarter drop. Not too surprising given the gift aspect of tablets in Q4. I wonder how this compares to Apples projections.

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From: neolib2/20/2012 9:51:28 AM
of 12847
 
theinquirer.net

Who could have guessed this was happening??

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From: neolib2/20/2012 9:54:11 AM
of 12847
 
ARM based servers from HP in 2Q12:

digitimes.com

Will also use Atom at some point.

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To: neolib who wrote (5005)2/20/2012 7:48:21 PM
From: lml
of 12847
 
Imho, never buy a stock that isn't going up.

Is the corollary to that, "never sell a stock that isn't going down"?

Need to consider time frame before applying corollary. When does a stock stop going up? When does a stock start going down? Not that cut & dry. What time frame? Daily? Weekly? Monthly? Hourly? A stock could be going down on a daily chart, but still be in an uptrend on a weekly chart. All depends upon one's investment horizon.

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From: neolib2/21/2012 3:40:56 PM
of 12847
 
eetimes.com

Interesting article on Piledriver clocking. AMD beats ARM, who could imagine that??

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