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8 pts

Opinion on  Qimonda AG (QI)     Sector: Technology  >  Industry: Semiconductors
Bullish on QI ...

Oct 20, 2006 02:52 AM UTC
Bell_open
Return Risk
-29.54% LOW
Sr. Analyst

looking better outlook for DRAM demand form mutiple trends coming a) GAME console upgrades b) multimedia video amd gaming PC upgrades with new dual core processor raming up. c) MS coming with Vista that need more emory and drive people to upgarde PC. Strong demand is making better pricing enviroment for memory vendors in 2007.

Quimonda (ex. Infineon memory buiz) is number 2 player with focus to DRAM and number one position for fast game console RAM.
Other DRAM manufacture got moved out comapcity from RAM during 05-06 so QI can grow faster.





QI:  This call was made on 10/20/06 @ $15.69
Rating:   Positive   $15.69 (10/20/06)
Closed:   06/15/2008 @ $4.25 (-72.91% in 604 days)


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Who voted on this idea?
Blue_hills
jimster 14% 10/24/2006
Weiting Liu 36% 10/24/2006



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