Comments on: They Doth Protest Too Much http://stockmarketbeat.com/blog1/2006/06/15/they-doth-protest-too-much/ Our beat: The stock market. Our job: Beat it. Fri, 21 Nov 2008 21:19:54 +0000 http://wordpress.org/?v=2.2.1 By: LCD Oversupply? Never! - Stock Market Beat - Our beat is the stock market. Our job is to beat it. http://stockmarketbeat.com/blog1/2006/06/15/they-doth-protest-too-much/#comment-13176 LCD Oversupply? Never! - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Mon, 05 Feb 2007 21:05:57 +0000 http://stockmarketbeat.com/blog1/2006/06/15/they-doth-protest-too-much/#comment-13176 [...] Or possibly it was June 15: Novatek indicated that present inventory levels are at 40-50 days, which is a reasonable level for the company. Although admitting the inventory value is higher than the first quarter’s NT$3 billion, Novatek anticipates that once panel demand resumes, inventory concerns will ease immediately. Source: DigiTimes. [...] […] Or possibly it was June 15: Novatek indicated that present inventory levels are at 40-50 days, which is a reasonable level for the company. Although admitting the inventory value is higher than the first quarter’s NT$3 billion, Novatek anticipates that once panel demand resumes, inventory concerns will ease immediately. Source: DigiTimes. […]

]]> By: LRCX: Lam Research Further Validates Our Thesis - Stock Market Beat - Our beat is the stock market. Our job is to beat it. http://stockmarketbeat.com/blog1/2006/06/15/they-doth-protest-too-much/#comment-11119 LRCX: Lam Research Further Validates Our Thesis - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Fri, 19 Jan 2007 22:28:47 +0000 http://stockmarketbeat.com/blog1/2006/06/15/they-doth-protest-too-much/#comment-11119 [...] LRCX: Lam Research Further Validates Our Thesis 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 that means cancellation of semiconductor equipment orders. Then bargaining (price cuts.) Finally there is depression (of stock prices) followed by acceptance. We’ll be buyers at about stage four. [...] […] LRCX: Lam Research Further Validates Our Thesis 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 that means cancellation of semiconductor equipment orders. Then bargaining (price cuts.) Finally there is depression (of stock prices) followed by acceptance. We’ll be buyers at about stage four. […]

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