Tuesday, October 17, 2006

ISIL, TRID & UCTT

We are buyingback into UCTT. I just read Novellus' results (huge sales of semi equipment). Also, read a report that semi equipment sales are up 51% year over year. That is huge for UCTT.

TRID should do well - demand for flat panel TVs is still brisk.

ISIL concerns me. LLTC released weak results. I don't like that.
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2 comments:

  1. Anonymous8:19 AM

    when should we sell ILMN? or is it time to increase our STOP LOSS? Please advice.

    ReplyDelete
  2. Anonymous11:14 AM

    JP Morgan has downgraded UCTT from Overweight to Neutral 10/17. Do you see long term growth or short term?

    ReplyDelete