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HistoricalPEGuy (62.44)

May 2007

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IMOS - Can it really be this cheap?

May 28, 2007 – Comments (0)

Answer = Yes.  Why?  Because the DRAM market is tanking.  Prices for DRAM have continued to free fall for the last 3 months and only in the last week has there been a bit of an uptick (which is not expected to last).  [more]

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Oil Services Checkpoint

May 22, 2007 – Comments (0)

Poor analysts - when they open their mouth, everyone can look at what they said.  I blogged on Apr 11th about an analyst stating that RIG, NE and GSF were a HOLD.  It didn't make much sense to me at the time.  At this checkpoint, a month later, we have:  [more]

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