OBS USA ikväll

Vad tror du om det då mange? Egentligen borde man väl gå ur en del, men många ser så fruktansvärt starka ut.

mvh
pinetree

Semi's har mest sålts ner på nyheter senaste veckorna, senast igår stöp Altera 7% efter sin update. Xilnix klarade sig iofs ok igår på efterbörsen på sin update

Risken att främst Texas säljs ner är nog ganska stor eftersom aktien gått så bra, Intel däremot har ju fått stryk ett tag nu så den bör klara sig bättre det är vad jag kan gissa mig till.

Broadcom tillhör iofs mer data/nätverk så den behöver inte åka med ner om bara dagens nyheter klarar sig utan jätteras, jag ligger kvar i den hur som helst, sålde av AMD igår efter den rätt hysteriska uppgången.

12:23pm 09/08/05 [NSM] NATIONAL SEMI SEES Q2 GROSS MARGIN SIMILAR,SLIGHTLY UP VS Q1

12:21pm 09/08/05 [NSM] NATIONAL SEMI Q1 GROSS MARGIN UP 1.5 PERCENTAGE PTS TO 56.2%

12:20pm 09/08/05 [NSM] NATIONAL SEMI BOARD OKS ADD'L $400M FOR STOCK BUYBACK PLAN

12:21pm 09/08/05 [NSM] NATIONAL SEMI SEES Q2 REV INCREASING 5% FROM Q1

12:20pm 09/08/05 [NSM] NATIONAL SEMI Q1 FIRST CALL EARNS EST 21C

12:20pm 09/08/05 [NSM] NATIONAL SEMI Q1 FIRST CALL REV EST $465M

12:18pm 09/08/05 [NSM] NATIONAL SEMI Q1 NET EARNS 24C VS 31C

12:19pm 09/08/05 [NSM] NATIONAL SEMI Q1 REV $493.8M VS $548M 
 

SAN FRANCISCO (MarketWatch) -- National Semiconductor Corp. (NSM) on Thursday reported fiscal first-quarter net earnings of $85.6 million, or 24 cents a share, down 27% from $117.7 million, or 31 cents a share, last year. Revenue fell 9.9% to $493.8 million from $548 million. Gross margin rose 1.5 percentage points to 56.2% on increased sales of its higher-value analog products. National Semiconductor forecast fiscal second-quarter revenue will increase 5% from the first quarter and said it expects gross margin to be similiar or slightly higher than the fiscal first quarter. It also said its board authorized a new $400 million share buyback program.  

aktien upp 5,5% och satte bra fart på hela semi's sektorn, då ser vi fram emot kvällens updates......

hehe....jag min fegis har redan gått ur txn...:) 

mvh
pinetree

NSM eldade på semi´s som bryter uppåt idag, med semi´s på banan kan rallyt få bra fart de är den tyngsta gruppen på nasdaq ihop men det avgörs efter close med Intel och Texas updates 

Texas Instruments boosts financial targets (TXN) By Matt Andrejczak
SAN FRANCISCO (MarketWatch) -- Texas Instruments Inc. (TXN) lifted its third-quarter financial targets due to better-than-expected demand for its chips used in mobile phones and other consumer electronic devices. In its midquarter update late Thursday, TI boosted its sale range to between $3.48 billion and $3.62 billion, compared with the prior range of $3.29 billion to $3.56 billion. TI hiked its earnings per share forecast to 36 cents to 38 cents, up from 31 cents to 35 cents. That figure includes the cost of expensing stock options. Based in Dallas, Tex., TI makes chips for a wide range of gear such as televisions, printers, monitors, calculators, digital cameras and camcorders.

4:19pm 09/08/05 [INTC] INTEL SEES DOUBLE-DIGIT YEAR-OVER-YEAR GROWTH

4:17pm 09/08/05 Market Snapshot: U.S. stocks end lower after oil snaps losing streak - Mark Cotton

4:17pm 09/08/05 [INTC] INTEL SEES Q2 GROSS MARGIN 60%, PLUS OR MINUS A POINT

4:17pm 09/08/05 [INTC] INTEL SHARES FALL 1.3% TO $25.75 IN AFTER-HOURS TRADE

4:15pm 09/08/05 [INTC] INTEL NOW FORECASTS Q3 REV $9.8B-$10B

4:16pm 09/08/05 [INTC] INTEL PRIOR Q3 REV FORECAST WAS $9.6B-$10.2B 

4:23pm 09/08/05 [INTC] INTEL Q3 FIRST CALL EARNS EST 36C

4:23pm 09/08/05 [INTC] INTEL Q3 FIRST CALL REV EST $9.93B

4:22pm 09/08/05 [INTC] INTEL SEES POTENTIAL REPATRIATION OF $6.3B

4:22pm 09/08/05 [INTC] INTEL Q4 TAX RATE FORECAST UNCHANGED AT 30.5%

4:22pm 09/08/05 Intel narrows third-quarter sales forecast - Matt Andrejczak

4:21pm 09/08/05 [INTC] INTEL: Q3 TAX RATE IMPACTED BY ADD'L TAXES OF ROUGHLY $250M

4:20pm 09/08/05 [INTC] INTEL FORECASTS Q3 TAX RATE 30.5%

4:20pm 09/08/05 [INTC] INTEL SEES GROWTH DRIVEN FROM NOTEBOOK PC PLATFORMS

SAN FRANCISCO (MarketWatch) -- Intel Corp. (INTC) , the world's largest maker of computer chips, late Thursday narrowed its third-quarter sales forecast to a range of $9.8 billion to $10 billion. That compares with its previous estimate of $9.6 billion to $10.2 billion. Intel said its gross margin would be 60% of sales, in line with prior guidance.  

verkar tas emot positivt att Intel minskar spannet i earnings. jag hittar ingen Q4 eller årsprognos just nu? 

www.precis.to/johan

Oljemålning som hobby

tror inte Intel ger någon vinstprognos bara rev

intel svagt ner nu och texas upp 2,5%