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Member Avatar for Brian.oco

Everybody's touting Intel as being the trigger for a run-up in chip stocks late last week, although I like the numbers that National Semiconductor is showing. What's beyond debate, however, is that the semiconductor market is on the rebound amid signs that the sector's long decline may finally be over. …

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Member Avatar for Brian.oco

Forbes.com has a great piece on former microprocessing kingpin Intel, which held its annual meeting today (being Wednesday). The lowdown on the thoroughly reported story is that Intel may be building things up higher (or better) than they actually are. At the meeting, Intel employees were busy rolling out the …

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Member Avatar for Brian.oco

Has there been a technology "leap" in the semiconductor market? Some people think so. But should investors go along for the ride? Earlier this year, George Scalise, the president of the Semiconductor Industry Association, was issuing talking points to the press over the relative health of the semiconductor sector. Much …

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The End.