Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=3714422 July 2008 This is the first revision to this board since it was founded many years ago. At the time it was founded I was not aware it was going to be done, but James who founded it suggested it was a place to post the tables that I had started posting way back when I joined SI in 1996. I then ...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=3714438013210Return to SenderFrom Briefing.com: 4:15 pm : The Russell 2000 crosssed the 1,000 level for the first time ever today and the S&P 500 established a new all-time, intraday high. Those were some of the more memorable highlights of what was an otherwise nondescript day of trading. By and large, there just wasn't a lot of conviction ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289059385/21/2013 12:11:15 AMSam Intel, TSMC, and Samsung Are Driving Semiconductor Capital Spending in 2013 We think most chip equipment stocks are fairly valued, but we like a couple of names that have moats: Applied Materials and ATMI. news.morningstar.com http://www.siliconinvestor.com/readmsg.aspx?msgid=289058225/20/2013 10:37:19 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289056835/20/2013 6:59:39 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289056785/20/2013 6:56:34 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289056685/20/2013 6:53:24 PMDonald WennerstromThis is the daily look at the SOXM stocks in terms of percent change. A very evenly split day with almost no bottom line action. Nineteen of the stocks were up for the day while 20 of the stocks were down. MTSN and WFR continue their upward surge from last week. [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289054225/20/2013 4:43:07 PMDonald Wennerstromhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289052915/20/2013 4:08:39 PMGottfriedstockcharts has a predefined scan for Golden Cross stockcharts.com  third line from top this is freehttp://www.siliconinvestor.com/readmsg.aspx?msgid=289051515/20/2013 3:15:16 PMDonald WennerstromAfter posting the last post, I started thinking about INTC and where a Golden Cross might be found in its background. Turns out, like AMD, a crossing has just recently occurred. [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289050435/20/2013 2:29:27 PMDonald WennerstromThat's good to know. Thanks for posting. <<A retired 30 year INTC veteran with 27 patents writes: "I can state with certainty that the new mobile oriented processors coming from Intel later this year will capture the processor space for the leading smart phones and tablets.>> The last 6 months INTC has been in an u...http://www.siliconinvestor.com/readmsg.aspx?msgid=289049935/20/2013 2:10:27 PMGottfriedA retired 30 year INTC veteran with 27 patents writes: "I can state with certainty that the new mobile oriented processors coming from Intel later this year will capture the processor space for the leading smart phones and tablets. There are two fundamental, related, reasons for this: These processors are faster...http://www.siliconinvestor.com/readmsg.aspx?msgid=289046685/20/2013 12:11:18 PMGottfriedDon, thanks for the heads-up on SPRD and AMD. Feeling adventurous I sold some naked June puts on both [below market price] but limited the possible loss by buying puts at the next lower strike Can't find news on SPRD eitherhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289046615/20/2013 12:08:54 PMDonald WennerstromGottfried, Looks like the upward movement of the 50 day MA thru the 200 day MA is continuing today. At the moment AMD is up about 10 cents a share. Looking back over the past 5 years, AMD has had 3 previous Golden Cross "moments". The GC crossing in 2009 led to a long upside run, but the 2 GCs in 2011 and 2012 did ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289045365/20/2013 11:22:39 AMDonald WennerstromWhat's up with SRPD this morning? Down close to -5 percent, way at the bottom of the SOXM list. Can't find any news for the drop so far.http://www.siliconinvestor.com/readmsg.aspx?msgid=289043845/20/2013 10:35:39 AMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289038395/19/2013 8:43:35 PMDonald WennerstromContinuing on with a little "add on" from the last post, let's look at what has been happening to AMD. The stocks has gone from a closing of 1.86 last November to Friday's close of 4.07(119%). The last 4 weeks has seen a rise from 2.47 to 4.07(65%). Apparently, that was too much for Goldman who put out a sell notice...http://www.siliconinvestor.com/readmsg.aspx?msgid=289038045/19/2013 8:16:05 PMReturn to SenderInvestmentHouse Weekend Market Summary investmenthouse.com  - Just expiration or just more buying? Rally kicks into gear again to close out May options. - After Thursday's economic data splashed cold water on the hot and heavy rally, Michigan Sentiment, Leading Indicators purportedly reignite the upside. - Sentim...http://www.siliconinvestor.com/readmsg.aspx?msgid=289037505/19/2013 7:40:31 PMDonald WennerstromJerome, I think your are right about the solar area. I tend to watch that sector more than some others. They have been hurt by lack of financing for some time, but now they are getting a lot of renewed attention. I bought into WFR several years ago while they were still on the downtrend and that ended badly for me....http://www.siliconinvestor.com/readmsg.aspx?msgid=289035945/19/2013 6:05:40 PMJeromeDon, thank you for the reply..... Here is how I determine if a stock is transitioning from 2 to 3 The overall headlines for a stock gradually shift from very negative to neutral and then to positive. Nokia is a good example of this transition. Now the headlines are somewhat positive. WFR is another example....bec...http://www.siliconinvestor.com/readmsg.aspx?msgid=289033185/19/2013 2:41:28 PMDonald WennerstromJerome, I can't argue with your premise about target prices. <<Its my belief that target prices by analyst's are mostly poppycock.>> Looking at any individual stock with an analyst following of several to many, estimates of target prices usually have a very wide spread, many times with a ratio in the 2 to1 area. A...http://www.siliconinvestor.com/readmsg.aspx?msgid=289032785/19/2013 2:06:10 PMJeromeIts my belief that target prices by analyst's are mostly poppycock. If enough data points are thrown into a blender any price target can be justified. But more importantly...there is a tremendous amount of analytical plagiarism between analysts. Have you ever noticed that the same headline theme is repeated over an...http://www.siliconinvestor.com/readmsg.aspx?msgid=289031885/19/2013 1:12:28 PMSam3 Technical Battles to Watch This Week What happens when stocks and optimism rise in tandem? by Todd Salamone ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289030515/19/2013 11:23:45 AMReturn to SenderFrom Briefing.com: Weekly Recap - Week ending 17-May-13 The bulls did their thing again this week, overcoming any concerns about the Fed tapering its asset purchases soon to drive a 2.0% gain in the S&P 500. This week's gain leaves the S&P 500 up 4.3% for the month in what has been a clear decoupling from the "se...http://www.siliconinvestor.com/readmsg.aspx?msgid=289027385/18/2013 10:00:20 PMGottfriedCRUS: looks like the fate of CRUS stock is linked to AAPL Sorry, the chart from stockcharts will not post right here's the yahoo chart finance.yahoo.com  [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289027315/18/2013 9:57:14 PMDonald WennerstromThis is the weekly look at the closing prices compared to the 12 month target prices sorted by percent difference. Fifteen of the 39 stocks had closing prices greater than the 12 month target price. AMD is easily the leader in this sort. [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289021675/18/2013 12:48:01 PMDonald WennerstromThis is the weekly look at changes in 12 month target prices, number of analysts, and mean recommendations for the SOXM stocks. Bottom line 12 month target price moved up from 1157.76 last week to 1160.61 this week, a change of 2.85(0.025%). In other words, not much happening in the "change" area. [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289021565/18/2013 12:41:56 PMDonald WennerstromThis is the same SOXM data as the last post, but this time it is sorted by PE. Bottom line PE is 16.1 this week compared to 15.8 last week, and 14.1 4 weeks ago. KLIC, CRUS and 4 other stocks have PEs less than 10. Nine stocks have PEs greater than 20. [graphic]http://www.siliconinvestor.com/readmsg.aspx?msgid=289021345/18/2013 12:31:04 PMDonald WennerstromThis is the same SOXM data as the last post, but this time it is sorted by PEG. Bottom line PEG is 1.05 this week, up from 1.03 last week. However, 14 of the stocks still have PEGs less than 1.0. Four weeks ago when this upward surge started, the PEG was 0.89 at the bottom line with 17 stocks having PEGs less than 1...http://www.siliconinvestor.com/readmsg.aspx?msgid=289021215/18/2013 12:20:09 PMDonald WennerstromThis is the weekly look at the SOXM stocks in terms of earnings estimates, growth estimates, and price changes sorted by price percent change. Another positive week at the bottom line, this makes it 4 weeks in a row. MTSN and WFR up over 20 percent this week with UTEK up over 10 percent. Twenty five of the stocks ar...http://www.siliconinvestor.com/readmsg.aspx?msgid=289021065/18/2013 12:13:02 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289012595/17/2013 6:57:15 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289012525/17/2013 6:54:36 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=289012455/17/2013 6:49:56 PMDonald WennerstromThis is the weekly update of the 13 week rolling quarter for the SOXM stocks in terms of percent change. Looking at the bottom summary on the right side, the last 4 weeks show all positive with no red numbers. A very strong surge is in place. Fifteen of the stocks have earned the dark green designation by being up o...http://www.siliconinvestor.com/readmsg.aspx?msgid=289011795/17/2013 6:06:55 PMDonald WennerstromThis is the weekly look at the SOXM stocks in terms of percent change. A strong Friday finish to the week makes it another strong finish for this week as well as the last 3 weeks. The "sell in May, and go away" mantra doesn't have much credence with the Fed pushing the market. Two of the stocks, MTSN, and WFR are bo...http://www.siliconinvestor.com/readmsg.aspx?msgid=289011495/17/2013 5:51:19 PMGottfriedOT ** for your weekend amusement "The Desperate, Deceptive Measures Penny Stock Scammers Use to Dupe Investors" fool.com  some seekingalpha bloggers write about penny stocks but TMF has a rule against ithttp://www.siliconinvestor.com/readmsg.aspx?msgid=289007875/17/2013 3:13:05 PMReturn to SenderFrom Briefing.com: 4:10 pm : The major averages settled in the red as the S&P 500 lost 0.5% while Nasdaq shed 0.2%. The three indices hovered near their respective flat lines for the majority of the day before sellers emerged in the afternoon, and drove equities to their first loss in five days. Nine of ten sect...http://www.siliconinvestor.com/readmsg.aspx?msgid=288994055/16/2013 9:48:29 PMDonald WennerstromThis is a look at the action of the SOXM stocks for the first 4 days of the week. Today, stocks back filled somewhat leaving 20 stocks up and 19 stocks down for the week. At the bottom line, the SOX and SMH are down slightly for the week while the rest of the numbers are up a little. UTEK, COHU, MRVL, and IDCC are u...http://www.siliconinvestor.com/readmsg.aspx?msgid=288990975/16/2013 6:34:19 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288990535/16/2013 6:10:31 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288990445/16/2013 6:07:29 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288990305/16/2013 6:02:22 PMDonald Wennerstromhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288980275/16/2013 11:31:55 AMSamMicron Announces Issuance by Tokyo High Court of Order Dismissing Creditor Appeals Press Release: Micron Technology, Inc. – 9 hours ago BOISE, Idaho, May 15, 2013 (GLOBE NEWSWIRE) -- Micron Technology, Inc. ( MU) ("Micron") today announced the Tokyo High Court's issuance of an order dismissing creditor appeals o...http://www.siliconinvestor.com/readmsg.aspx?msgid=288975975/16/2013 8:28:11 AMReturn to SenderFrom Briefing.com: 4:15 pm : The major averages settled with modest gains despite an afternoon stumble. The S&P 500 climbed 0.5% to bring its week-to-date gain to 1.5%. Equities opened in the red as domestic and foreign economic data reminded investors of a cloudy growth picture. However, the opening strength of ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288972645/15/2013 10:08:47 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288971205/15/2013 8:10:05 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288971115/15/2013 8:06:18 PMGottfriedhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288971085/15/2013 8:02:23 PMDonald WennerstromThis is the update for first three days of this week in terms of percent change. For the most part, another upside day today. WFR and AMD up again for the 3rd day in a row, easily atop the table list. MTSN took a small move to the downside today of 1.6 percent, but still very firmly in 3rd place. SPRD, CRUS and PLA...http://www.siliconinvestor.com/readmsg.aspx?msgid=288966615/15/2013 4:45:49 PMGottfried"Cisco earnings rise, beating estimates(4:09 pm ET) SAN FRANCISCO (MarketWatch) - Cisco Systems Inc. said Wednesday afternoon that earnings rose more than 14% in its third fiscal quarter, beating Wall Street's projections. For the period ended April 27, Cisco (CSCO: news, chart, profile) reported net income of $2.5 bil...http://www.siliconinvestor.com/readmsg.aspx?msgid=288965685/15/2013 4:19:10 PMFUBHOSee TSMC makes their own masks. Was under the false impression this was outsourced to companies like Photronics... tsmc.com http://www.siliconinvestor.com/readmsg.aspx?msgid=288962135/15/2013 2:20:32 PMDonald WennerstromPhotronics 2nd-Quarter Profit Down 45% on Weaker Sales 6:38 PM ET 5/14/13 | Dow Jones Photronics Inc.'s (PLAB) fiscal second-quarter profit fell 45% as lower input costs at the company failed to offset a decline in revenue. Shares fell 9.3% to $7.20 in after-hours trading as results also missed consensus estimates...http://www.siliconinvestor.com/readmsg.aspx?msgid=288961955/15/2013 2:11:26 PM