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Wafer Fab Equipment Dragging Down Semiconductor InvestorsThu Nov 5th, 2009
Bob Faulkner As noted earlier this week in my article “Inventory in Semiconductors Looking Lean”, most of it has improved with the exception of hardware OEMs. Within that classification, one of the su |
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August Rush!Tue Aug 4th, 2009
Todd Harrison August, a traditionally slow summer month chock full of sideways slithers, right? Yeah, pull this leg and it plays Jingle Bells! The last few Augusts have been critical in terms of setting the tone f |
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Freaky Friday Potpourri: Twisted Logic!Fri Jul 31st, 2009
Todd Harrison Since I slapped on that rather meaty trade yesterday afternoon—when it was Make or Break for Technology Stocks—I've been eating pretzel nuggets at an astonishing rate. As I'm somewhat sup |
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Debunking the Intel BounceWed Jul 15th, 2009
Mr Practical The following is a hedge fund’s analysis of Intel’s (INTC) earnings report last night. Technology stocks have risen much more (as they might today) than the rest of the market over the la |
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CSX Corp. Leads Earnings TrainMon Jul 13th, 2009
Justin Sharon Minyan Morning Memo One to Watch: CSX Corp. (CSX) will hope to avoid giving investors any excuse to rail against its stock when the transportation giant reports after the close. Q2 is expected t |
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Monday Morning Quarterback: Let the Games Begin!Mon Jul 6th, 2009
Todd Harrison Good morning Minyans and welcome back to the flickering pack. After the sun and fun of a three-day holiday respite, we power up this freaky pup to find a wallowing world. Europe is awash in a crimson |
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Randoms: The Revenge of Eddie MushFri Jun 5th, 2009
Todd Harrison There are certain things you don't do. You don't date one of your friends' exes. You should never be rude to your mother. You don't say "good luck" to a pitcher in the middle |
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Randoms: Quarter-End LoomsFri Mar 27th, 2009
Todd Harrison Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community. See also Slippery |
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Randoms: Trades vs. InvestmentsTue Mar 3rd, 2009
Todd Harrison Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community. See also A Respite |
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Randoms: Buy the Cannons, Sell the TrumpetsFri Feb 20th, 2009
Todd Harrison Editor's Note: The following was posted in real time on our premium Buzz & Banter (click for a free trial). It's being shared here for the benefit of the Minyanville community. See also How Will |





