To: sixty2nds who wrote (13506) | 11/30/2005 7:00:57 PM | From: Howard R. Hansen | | | Not stuffing but I notice a lot of beaten up semiconductor stocks like AGR, ATML, CNXT, JDSU, and VTSS have had a good run over the last two months. Is there is a good reason or is it a rising tide lifting most semiconductor stocks? |
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To: sixty2nds who wrote (13508) | 12/3/2005 10:44:01 PM | From: Howard R. Hansen | | | Balance sheets and revenues have been in the dumpster for a long time. There is evidence that is changing.
There was an article in this morning's newspaper that supports your viewpoint. Highlights of the article are: 1. Global semiconductor sales topped $20 billion in October 2005, the highest one month total on record. This was an increase of 6.6% from $18.8 billion in October 2004. 2. Global semiconductor sales were $166.4 billion in 2003. 3. Global semiconductor sales hit a record high of $213 billion in 2004. 4. Global semiconductor sales are on track to rise 6.8% this year to $228 billion. 5. Before 2004 the record high for global semiconductor sales was $204.4 billion in 2000. 6. For the last 18 months consumer electronic devices have accounted for more than half of semiconductor sales. |
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To: Howard R. Hansen who wrote (13509) | 12/4/2005 11:37:12 PM | From: ELH1006 | | | Howard, I have a large holding in ATML, most between 2.03-2.12. If management ever gets the R&D cost down to a more reasonable number, this stock should rise quite nicely. I never have understood how ATML can spend such a huge amount and a high % of sales on R&D. |
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To: ELH1006 who wrote (13510) | 12/31/2005 8:05:59 AM | From: sixty2nds | | | I don't mind the R&D spending. I can't understand why they haven't hit a home run with it! Disclosure, No current position. |
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