Long-Term Attractiveness for Some Semis - Zacks Analyst Interviews
Zacks Market Commentaries (September 9th, 2008) Writes:
Whats new in the semiconductor industry lately?
With a slowdown in the domestic economy, the chip companies are looking globally -- notably Russia, India, China and South America -- for growth, where the demand for technology is growing at a healthy 30-40% clip. In fact, Intels (INTC) CEO Craig Barrett was interviewed recently on this subject and reiterated this viewpoint.
The Street has not bought this thesis as yet, but if the numbers turn out to be what the companies are projecting, it may be positive for investors. Also, we got some exposure with the media in this sector -- I, myself did an IBD interview on Atheros (ATHR) recently -- and our
...Abdul Saleh, Agere Systems, Altera, ASIC, broadband, broadband communications, Broadcom, China, circuit devices, Craig Barrett, Digital Tv, handset manufacturers, India, Infineon, integrated circuit, Intel, Interviews Zacks, LSI Corp., programmable logic devices, Russia, semiconductor, Semis - Zacks, Skyworks Solutions, South America, Stocks to Watch, telecommunications firms, USD, wireless handsets, Xilinx


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