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- Finding More Tech Weakness in the Durable Goods Report
- Trade Radar Operator submits: The US Census Bureau just released the advance Durable Goods report for September.It shows that the tech sector took another beating. by Trade Radar Operator
- External links 2008-10-29
- Relatively Sunny Skies for Skyworks
- Trade Radar Operator submits: Amidst the gloom and doom, it was a pleasure to read a conference call transcript where the company reported good earnings and committed to a positive forecast. Skyworks Solutions SWKS seems to be in a sweet spot and they were happy to share the good...
- External links 2008-11-10
- Industrial Production: Tech Worse Than We Thought
- Trade Radar Operator submits: Yesterday, the Fed released the Industrial Production report for November. The market generally considered the headline number, which registered a decline of 0.6%, to be not as bad feared. We always dig into the report to see how the technology industry fared. The news...
- External links 2008-12-16
- Some Positive Signs for Tech, But Not Enough Yet
- Trade Radar Operator submits: The preliminary numbers for November 2008 manufacturing were released Tuesday. Headline numbers on factory orders were terrible - twice as bad expected: down four consecutive quarters and falling by 4.6% month-over-month.Focus on techWe previously wrote on the advance number for November and focused on the...
- External links 2009-01-07
- Recent Chip Optimism Giving Way to More Gloom
- Trade Radar Operator submits: The NASDAQ has been outperforming on a relative basis lately, due to optimism over tech. The last few days has seen a weakening in the NASDAQ but it is still in much better shape than the S&P 500 or the DOW.Is the optimism justified? Has...
- External links 2009-02-20
- DRAM Industry: Devastation, Resurgence or Both?
- Trade Radar Operator submits: We have written here before on the problems in the semiconductor sector and especially among manufacturers of memory chips.IC Insights has come out with a report that contends that the stage is set for strong growth in DRAM. by Trade Radar Operator
- External links 2009-02-24
- SanDisk's Wild Wednesday Not Really Justified
- Trade Radar Operator submits: SanDisk SNDK had a wild day Wednesday, gaining over 14% and helping the NASDAQ outperform the other major averages. Was it warranted?The news that drove the stock today was related to SanDisk reaching an agreement with Samsung who manufactures NAND memory chips using technology covered...
- External links 2009-05-28
- Semi Equipment Makers: Rising from the Dead?
- Trade Radar Operator submits: One of the hardest hit sectors in the downturn has been semiconductor equipment. With plunging demand for semis and rampant over-capacity, manufacturers of chip making equipment have been the zombies of the tech world. Are the dead beginning to come back to life? by Trade...
- External links 2009-09-29
- Durable Goods Headlines Hide Weakness in Tech
- Trade Radar Operator submits: The advanced report for Durable Goods for September came out Wednesday. The headline number for new orders showed a 1% month-over-month improvement after a surprisingly poor showing in August. How did things go in the tech sector? by Trade Radar Operator
- External links 2009-10-29
- Have Chip Stocks Turned Around Already?
- Trade Radar Operator submits: On Monday I asked if semiconductors were a bargain yet. I proposed that very soon they would be and then the sector would be a clear Buy. Quite frankly, the sector didn't quite fall as far as I thought it would and now today,...
- External links 2009-11-06
Additional Resources
- Chip Stocks: It's Not Yet Time To Bottom-Fish
- Trade Radar Operator submits: If you were thinking it might be time to bottom-fish among the semiconductor equipment stocks, you might want to restrain that impulse.SEMI (Semiconductor Equipment and Materials International, a global industry association) reported yesterday that worldwide semiconductor manufacturing equipment billings were $7.83 billion in the second...
- External links 2008-09-11
- Two More Nails in the NAND Coffin?
- Trade Radar Operator submits: As if there wasn't enough bad news circulating around NAND chip pricing, we have the following two items of note:ThinkPanmure analyst Vijay Rakesh released a research note today. He indicates NAND spot pricing for 8Gb and 16Gb chips, among the most common types, are down...
- External links 2008-09-04
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