Semiconductor analysts at last week's Churchill Club's 12th annual Semiconductor Outlook dinner insist that despite a soft outlook for the sector, there is money to be made by seeking out companies in good product cycles. Barron's Eric Savitz lets us in on the picks of some industry experts: Christopher Danely of JPMorgan likes Microchip Technology (MCHP), which stands to do well against rival "stiffs" STMicro (STM) and Freescale (FSL). AMD (AMD), he says, "is trading as if it's going out of business," and could double from its present $7.43. Complete Story » ...
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Semiconductor analysts at last week's Churchill Club's 12th annual Semiconductor Outlook dinner insist that despite a soft outlook for the sector, there is money to be made by seeking out companies in good product cycles. Barron's Eric Savitz lets us in on the picks of some industry experts: Christopher Danely of JPMorgan likes Microchip Technology (MCHP), which stands to do well against rival "stiffs" STMicro (STM) and Freescale (FSL). AMD (AMD), he says, "is trading as if it's going out of business," and could double from its present $7.43. Complete Story » ...