Многие уже наверно ознакомились с Salomon
даунгрейдом:

As evidence of the coming slowdown, the analysts cited a likely peak this year in the industry's capital spending growth rate, a measure they said has correlated in the past with shipment peaks. "We believe strongly that semiconductor cycles are mostly defined by excess capacity rather than a falloff in demand," they wrote in the note.
The analysts lowered ratings on four specific stocks in the sector, cutting Texas Instruments (TXN), Advanced Micro Devices (AMD) and National Semiconductor (NSM) to outperform from buy and Silicon Storage (SSTI) to neutral from buy.

У SSTI,TXN, AMD earnings dates скоро. Как-то подозрительно. Кто-то обеспокоен положением в semiconductors ? Я пока нет. Earnings у этих компаний похоже будут хорошими
Какие мнения по поводу перспектив semiconductors ?

Всем удачи,
Игорь.