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From the Blogosphere
Friday's Upgrades and Downgrades
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Upgrades
W&T Offshore (WTI)- CapitalOne southcoast Neutral » Add
Arena Resources (ARD)- CapitalOne southcoast Add » Strong Buy
Endo Pharm (ENDP)- Susquehanna Financial Neutral » Positive
Barrick Gold (ABX)- UBS Neutral » Buy
Kinross Gold (KGC)- UBS Neutral » Buy
KLA-Tencor (KLAC)- Friedman Billings Mkt Perform » Outperform
3Com (COMS)- Bernstein Mkt Perform » Outperform
Teradyne (TER)- Friedman Billings Mkt Perform » Outperform
FormFactor (FORM)- Friedman Billings Underperform » Outperform
ASML Holding (ASML)- Friedman Billings Mkt Perform » Outper< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><><>< /><><>< /><>< />< /><>< />< /><>< />< /><><>< />< />< />< />< />< /><><>...
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Friday's Upgrades and Downgrades
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<>
Upgrades
W&T Offshore (WTI)- CapitalOne southcoast Neutral » Add
Arena Resources (ARD)- CapitalOne southcoast Add » Strong Buy
Endo Pharm (ENDP)- Susquehanna Financial Neutral » Positive
Barrick Gold (ABX)- UBS Neutral » Buy
Kinross Gold (KGC)- UBS Neutral » Buy
KLA-Tencor (KLAC)- Friedman Billings Mkt Perform » Outperform
3Com (COMS)- Bernstein Mkt Perform » Outperform
Teradyne (TER)- Friedman Billings Mkt Perform » Outperform
FormFactor (FORM)- Friedman Billings Underperform » Outperform
ASML Holding (ASML)- Friedman Billings Mkt Perform » Outper< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< />< /><><>< /><><>< /><>< />< /><>< />< /><>< />< /><><>< />< />< />< />< />< /><><>...
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Beliefs, Perceptions and Reality-Semiconductor Capital Equipment
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Growth has a seductive charm. There is a widespread belief that momentum drives growth and that a succession of knocking down challenges and consequent victories is what characterizes a successful business. But sustained growth is seldom straightforward. Sustained growth frequently occurs as a result of changing course, breaking rules, and changing the rules of the game. I think some of the rules have changed for the semiconductor capital equipment companies.
Years ago, within the semiconductor industry, there was a strategy that merging companies would result in a reduction in the historic ...
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Beliefs, Perceptions and Reality-Semiconductor Capital Equipment
|
Growth has a seductive charm. There is a widespread belief that momentum drives growth and that a succession of knocking down challenges and consequent victories is what characterizes a successful business. But sustained growth is seldom straightforward. Sustained growth frequently occurs as a result of changing course, breaking rules, and changing the rules of the game. I think some of the rules have changed for the semiconductor capital equipment companies.
Years ago, within the semiconductor industry, there was a strategy that merging companies would result in a reduction in the historic ...
|
Beliefs, Perceptions and Reality-Semiconductor Capital Equipment
|
Growth has a seductive charm. There is a widespread belief that momentum drives growth and that a succession of knocking down challenges and consequent victories is what characterizes a successful business. But sustained growth is seldom straightforward. Sustained growth frequently occurs as a result of changing course, breaking rules, and changing the rules of the game. I think some of the rules have changed for the semiconductor capital equipment companies.
Years ago, within the semiconductor industry, there was a strategy that merging companies would result in a reduction in the historic ...
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