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By William Trent, CFA of Stock Market Beat We’ve pointed out the difficulties facing the semiconductor industry many times. One of our points has been that the industry growth rate has slowed...
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By William Trent, CFA of Stock Market Beat As a small-cap semiconductor company, Silicon Labs must rely on innovation to drive growth and stand out from the crowd. To do so, Silicon Labs relies on...
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From William Trent, CFA of Stock Market Beat While Oracle (ORCL) has been buying up applications software makers to grow, rival SAP has been bulking up its sales force. Now it expects them to...
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By William Trent, CFA of Stock Market Beat We already heard from Best Buy (BBY) and Circuit City (CC) that price competition on flat-panel television sets was hurting profit margins. Holidaysales...
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By Willaim Trent, CFA of Stock Market Beat Semi growth to hit high point in current cycle this year – Electronic News Good news for the semiconductor industry: 2007 will be the peak year of the...
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By William Trent, CFA of Stock Market Beat Large Cap Watch List member First Data (FDC) has announced it will Exit Official Check and Money Order Business: First Data Corp. (NYSE:FDC) announced today...
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By William Trent, CFA of Stock Market Beat With our decision to move to several different Watch Lists by market cap (more on this later) we’re going to have our work cut out for us keeping track of...
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By William Trent, CFA of Stock Market Beat We have been warning repeatedly that semiconductor makers were ordering too much equipment, a recipe for a capacity glut that is now taking hold, according...
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By William Trent, CFA of Stock Market Beat Sierra to Incur Loss on Enhanced Medicare Part D Prescription Drug Product Offering: Financial News – Yahoo! Finance Sierra Health Services, Inc....
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By William Trent, CFA of Stock Market Beat BEA: News Release: Gross Domestic Product Real gross domestic product — the output of goods and services produced by labor and property located in the...
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By William Trent, CFA of Stock Market Beat Our readers know we have been anticipating a down cycle in semiconductors for some time. In fact, last June we wrote: After denial comes anger. We think...
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From William Trent, CFA of Stock Market Beat We recently took profits on our Adobe (ADBE) position because we have noticed the stock tends to trade down following the release of a major new upgrade...
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By William Trent, CFA of Stock Market Beat At Stock Market Beat we have been talking about a looming semiconductor glut for the better part of a year. Although there are now admissions that the glut...
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By William Trent, CFA of Stock Market Beat Although it is a member of the Stock Market Beat Small Cap Watch List and Mid Cap Watch List, computer wholesaler Ingram Micro is the world’s largest...
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By William Trent, CFA of Stock Market Beat In education, low expectations has been labeled a “soft tyranny.” In investing, they can be something else altogether. As Notablecalls noted yesterday...
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