Semiconductors | Forum profile

My thoughts exactly about you.

>Come back and talk to me after you've read section 3.5 of the settlement. I believe Intel has read the settlement. They have steadfastly insisted they didn't do any of those things so why not agree to not do them in the future? What's the downside? It was a PR stunt by AMD to claim moral victory. Nothing more. I agree not to rob any banks as part of the settlement. You claim I agreed to not rob any more banks but...

OX, Thanks for catching the error. I will try to improve my "quality control". Let me try this again below.

I think SOI will go to 32nm.

re: SSTI Here are some numbers. The buyout price is a joke. Are Silicon Storage Holders Getting Enough? (SSTI) Posted: November 13, 2009 at 3:00 pm 24/7 Wall St (NASDAQ: SSTI) is trading up on a private equity and management-led buyout. SST is flash memory maker based in Sunnyvale, California. While the company has entered into a definitive merger agreement to be acquired for a cash buyout of $2.10 per share, it is almost impossible not to...

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Hi Ox, With the reduced size of these companies and busine exploding,We all might be surprised by the explosiveness in net earnings as well. Mnay/most of these companies are very levered to a small increase in revenue. The fact that prices are going down is truly a great opportunity. Bob

Mr Tab, Re: "The usual posting, that proves nothing and makes no sense." Let me try to help you understand ... You come on here and try to act so "open minded" and then make statements like this: "My core belief, is the outcome will not be favorable to Intel" No one here is "painting you with a broad brush", your statements clearly show your deep held bias. Mahmoud

Sam, precisely, nice reiteration of those comments. I am confident that pricing will not be down higher than 10% in Q1, and of course, likely a bit less. The market doesn't believe this yet, or it has decided seeing is believing. I'll say this though, and that is, there is no way this stock sits at the $21 level by the time Q4 earnings day comes around. The market will figure out Q1 pricing very shortly here, probably a couple...

So sell or hold?