| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 861.1 | | NETRIX::michaud | Jeff Michaud, That Group | Thu May 11 1995 12:57 | 131 |
| FWIW, here's the list of semiconductor stocks Olde had on
their recommend list as of last June, 1994.
Symbol : ALTR Exchange : NASDAQ
Description : ALTERA CORP
Last Traded at: 84.7500 Date/Time : May 08 2:55:19
$ Change : 1.5000 % Change : 1.80
Volume : 1134500 # of Trades : 1015
Bid : 84.7500 Ask : 85.0000
Day Low : 81.3750 Day High : 85.2500
52 Week Low : 21.6250 52 Week High: 87.5000
Symbol : ATML Exchange : NASDAQ
Description : ATMEL CORP
Last Traded at: 44.5000 Date/Time : May 08 2:53:46
$ Change : 0.2500 % Change : 0.56
Volume : 269400 # of Trades : 279
Bid : 44.3750 Ask : 44.6250
Day Low : 43.7500 Day High : 45.0000
52 Week Low : 21.1250 52 Week High: 46.1250
Symbol : EXAR Exchange : NASDAQ
Description : EXAR CORP COM
Last Traded at: 27.2500 Date/Time : May 08 2:53:08
$ Change : -0.5000 % Change : -1.80
Volume : 107400 # of Trades : 99
Bid : 27.2500 Ask : 27.7500
Day Low : 27.0000 Day High : 28.0000
52 Week Low : 15.7500 52 Week High: 28.5000
Symbol : IDTI Exchange : NASDAQ
Description : INTEGRATED DEVICE TECH INC
Last Traded at: 38.2500 Date/Time : May 08 2:55:32
$ Change : 0.3750 % Change : 0.99
Volume : 672700 # of Trades : 528
Bid : 38.0000 Ask : 38.2500
Day Low : 37.3750 Day High : 38.3750
52 Week Low : 16.0000 52 Week High: 42.1250
Symbol : LLTC Exchange : NASDAQ
Description : LINEAR TECHNOLOGY CORP
Last Traded at: 60.6250 Date/Time : May 08 2:43:33
$ Change : 1.6250 % Change : 2.75
Volume : 137200 # of Trades : 165
Bid : 60.5000 Ask : 61.0000
Day Low : 58.5000 Day High : 61.0000
52 Week Low : 36.5000 52 Week High: 62.2500
Symbol : MXIM Exchange : NASDAQ
Description : MAXIM INTEGRATED PRODS INC
Last Traded at: 43.7500 Date/Time : May 08 2:51:59
$ Change : -0.2500 % Change : -0.57
Volume : 352500 # of Trades : 196
Bid : 43.7500 Ask : 44.2500
Day Low : 42.7500 Day High : 44.2500
52 Week Low : 23.5000 52 Week High: 45.2500
Symbol : MOT Exchange : New York Stock Exchange (NYSE)
Description : MOTOROLA INC
Last Traded at: 58.8750 Date/Time : May 08 2:55:53
$ Change : 0.8750 % Change : 1.51
Volume : 1275200 # of Trades : 683
Day Low : 57.7500 Day High : 58.8750
52 Week Low : 43.2500 52 Week High: 64.7500
Symbol : NVLS Exchange : NASDAQ
Description : NOVELLUS SYSTEMS INC
Last Traded at: 62.0000 Date/Time : May 08 2:54:56
$ Change : 1.0000 % Change : 1.64
Volume : 213600 # of Trades : 195
Bid : 61.7500 Ask : 62.0000
Day Low : 60.0000 Day High : 62.3750
52 Week Low : 28.0000 52 Week High: 69.5000
Symbol : PLAB Exchange : NASDAQ
Description : PHOTRONICS LABS INC
Last Traded at: 23.0000 Date/Time : May 08 2:53:39
$ Change : 0.0000 % Change : 0.00
Volume : 142900 # of Trades : 117
Bid : 23.0000 Ask : 23.5000
Day Low : 22.5000 Day High : 23.2500
52 Week Low : 10.8125 52 Week High: 24.8125
Symbol : PLSE Exchange : NASDAQ
Description : PULSE ENGR INC
Last Traded at: 7.5000 Date/Time : May 08 2:50:53
$ Change : 0.0000 % Change : 0.00
Volume : 26900 # of Trades : 12
Bid : 7.5000 Ask : 7.6250
Day Low : 7.5000 Day High : 7.6250
52 Week Low : 3.7500 52 Week High: 8.0000
Symbol : SERA Exchange : NASDAQ
Description : SIERRA SEMICONDUCTOR CORP
Last Traded at: 28.1250 Date/Time : May 08 2:46:33
$ Change : 1.2500 % Change : 4.65
Volume : 179900 # of Trades : 192
Bid : 27.7500 Ask : 28.0000
Day Low : 26.7500 Day High : 28.1250
52 Week Low : 6.7500 52 Week High: 29.3750
Symbol : TNCR Exchange : NASDAQ
Description : TENCOR INSTRS
Last Traded at: 70.7500 Date/Time : May 08 2:54:34
$ Change : -1.1250 % Change : -1.57
Volume : 253600 # of Trades : 256
Bid : 70.7500 Ask : 71.0000
Day Low : 69.5000 Day High : 72.1250
52 Week Low : 15.0000 52 Week High: 74.0000
Symbol : ZLOG Exchange : NASDAQ
Description : ZILOG INC
Last Traded at: 36.0000 Date/Time : May 08 2:32:25
$ Change : -0.2500 % Change : -0.69
Volume : 18400 # of Trades : 14
Bid : 35.7500 Ask : 36.0000
Day Low : 35.5000 Day High : 36.2500
52 Week Low : 24.7500 52 Week High: 38.7500
|
| 861.2 | | SOLVIT::CHEN | | Thu May 11 1995 16:52 | 8 |
| Alot of the high tech copmpanies are traded at or near their 52-week
highs. It's hard to tell (for mw anyway) whether this is a good time to
get in on it or not. Now, the market is looking up on technology
stocks. I would think this may be a good time to consider sell if you
have bought yours awhile ago. Buying? I just can't gather the guts to
do it now. But, who knows? The ride is not over, yet.
Mike
|
| 861.3 | Yes and no... | POBOX::CORSON | Higher, and a bit more to the right | Thu May 11 1995 19:10 | 18 |
|
Good point.
Just unloaded 2/3 of my S3 holdings, but refuse under any
circumstances to sell my Motorola. Mike is right, semiconductors are
at very lofty levels, and taking some money OFF the table is a good
idea.
MOT however only derives 30% of its revenues from semis, the rest
comes from wireless communications which will only grow on a steady
basis worldwide.
If "tech" stocks is your bag these days, I'd take a real hard look
at the biotech stocks again.
the Greyhawk
|
| 861.4 | Semi building boom/bust? | ASDG::HORTON | Paving the Info Highway | Fri May 12 1995 16:07 | 15 |
| Don't know about the rest of you folks, but I've heard about a lot of
new fabs opening up lately. Seems the industry is going through a
classic over-building phase. Short term this is good for the
makers of semiconductor process equipment and test equipment
(e.g., Applied Materials, Lam Research, Tencor, KLA), but when the
building boom slows, even a little, sales and earnings will suffer.
Overcapacity will also hurt the makers of chips. With expensive fabs
to pay for, chip makers will do anything to keep their lines filled.
I expect to see incredible price competition over the next few years,
with adverse effects on earnings.
I'm with Mr. Corson: look for the next boom somewhere else.
-Jerry
|
| 861.5 | If you sell some DEC stock, where would you put it? | HELIX::SONTAKKE | | Wed Jan 24 1996 15:30 | 11 |
| Apart from Fidelity (don't like their sales charge), is there any other
mutual fund which is heavily invested in the semi-conductor industry
right now and taking a severe beating?
It looks like a right time to get it.
Incidentally, is there a WWW resource to find the top stocks held by
mutual funds?
Thanks,
- Vikas
|
| 861.6 | | SOLVIT::CHEN | | Wed Jan 24 1996 16:39 | 3 |
| re: -1
T. Rowe Price Science & Technology.
|
| 861.7 | | HELIX::SONTAKKE | | Wed Jan 24 1996 18:28 | 13 |
| But it doesn't seem to have taken real beating. Assuming the 13%
drop on Dec 27, 1995 was due to the distribution, it is still close to
its 52wk high (discounting the distribution).
It can't be heavily invested in semiconductors. Jun 95 report lists
14.8% in Semis.
Same is true with the Invesco Strategic Technology, it han't taken
ay appreciable hit at all, once again, discounting the distribution.
Thanks,
- Vikas
|
| 861.8 | So three percent up front is *cheap*.... | LACV01::CORSON | Higher, and a bit more to the right | Wed Jan 24 1996 22:02 | 11 |
|
Even though it has a 3% sales charge, Fidelity's Select Electronics
Fund is one of my persnal favorites.
It is all semiconductor manufacturers, equipment makers, etc. Lots
of MU, TI, VLSI, etc. It has also returned over 30% the past five
years...
And my bet is the next five also...
the Greyhawk
|
| 861.9 | | 2155::michaud | Jeff Michaud - ObjectBroker | Mon Jan 29 1996 23:05 | 15 |
| > Incidentally, is there a WWW resource to find the top stocks held by
> mutual funds?
Not if you are looking for real-time data. It's my understanding
it's at least 6 weeks if not longer that funds report on what
their weightings in each sector is "at the time".
As far as individual holdings the fund's annual report, if not
semi-annual reports, will list every stock held by the fund "as
of the date on the report" which again comes out much later
than the end of the time period reported on. However for funds
with low turnover rates it should be pretty accurate.
You can always call the fund company and request their most recent
annual or semi-annual report usually[/never] at no cost to you.
|
| 861.10 | | GUIDUK::ONO | The Wrong Stuff | Mon Jan 29 1996 23:11 | 11 |
| The SEC Edgar server (http://www.sec.gov/edgarhp.htm) can help a
little. The SEC requires a filing if an investment company (e.g.
a mutual fund or fund family) holds more than a certain
percentage (I think 5%) of a company's shares.
You can look up a company through Edgar and see if the filing is
in the archives. I'd tell you the form number, but I don't
remember what it is. There's a corresponding filing when the
holding drops below the threshold.
Wes
|
| 861.11 | Book to bill | 2155::michaud | Jeff Michaud - ObjectBroker | Fri Aug 09 1996 16:12 | 6 |
| FWIW, the semiconductor book-to-bill ratio that was due out
on Wednesday but defered was released yesterday (after market
close as usual).
The July number was .85, down from a downward revision of the
June number of .88.
|