The Nerds know something that you don’t: semiconductors are back like Ray-Bans… well, some of them are. Advanced Semiconductor Engineering Inc. (ASX), Siliconware Precision Industries Co. Ltd. (SPIL), and National Semiconductor Corp. (NSM)
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The Nerds know something that you don’t: semiconductors are back like Ray-Bans… well, some of them are. Advanced Semiconductor Engineering Inc. (ASX), Siliconware Precision Industries Co. Ltd. (SPIL), and National Semiconductor Corp. (NSM)
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poo One year ago
That was just annoying.
me3tv One year ago
All the nerdy women I know are JUST like that! Great impersonation. Especially the out-take. I think, while the CHICOMS have run hot lately, everybody sort of forgot about FORMOSA. There is a good point there.
Amanda One year ago
Lindsay is a fantastic nerd. Adorable and hysterical.
Kristian Hansen One year ago
something in there reminded me of reese witherspoon and the movie ‘election’
buyerclub2 One year ago
I love Wallstrip!!!!
After my 100 minute daily commute its always nice to get a chuckle and a stock idea all rolled up in one.
BTW, (I think that ASE is the best of the three)
M & D One year ago
We had a great laugh to start the day. Lindsay is an adorable nerd. Thanks Wallstrip!
Andy Swan One year ago
Lovin it….especially the “Christmas Story”-inspired “how do the little piggies eat” honks.
GoingLikeSixty One year ago
OK, I am removing my self imposed ban raving about Wallstrip, because this is the best YET.
Did I notice that Lindsay choked on a snork?
Laugh out loud funny. What a talented actress!
Howard Lindzon One year ago
i like spil and do not count out the semis.
howard lindzon One year ago
actually going to add some asx today as well.
long nvda, asx and spil
Flash One year ago
Campbell- You are freakin’ hilarious.
Lauren One year ago
Well done! Lindsay is an awesome nerd!
maximo zeledon One year ago
SPIL has the the best balance sheet at the moment and the brightest future. ASX is a good short-term play here if you are the roll-the-dice type of guy. ASX has more debt than a Florida subprime mortgage, so I would avoid it although you hedge fund guys like to live on the edge. I’m just not that good moving money around.
NSM did very well in 2006 surpassing earning estimates, so lucky you if you owned it because I wouldn’t buy it at this point since it is already down 18% from last year and its got neutral painted on its forehead. The entire sector is plague by a price war and tech purchasing is already slowing down dramatically this year. This next quarter is going to be ugly for NSM. Among its peers (ADI, MXIM, TXN, PHG) NSM ranks last not only in sales but EPS.
Howard Lindzon One year ago
long young maximo - thx
Pat Sun One year ago
once is enough. campbell, no more.
BSD One year ago
All us Quants just had to go home and switch our tidy whities.
micro_idot One year ago
lins,
when you snort so much - be careful not to swallow.
lovely, snort … didnt i know you in physics class, no wait - chem eng 101 … yeah thats it.
idot
Chris LaBossiere One year ago
Damn…I am a freak to have found that so sexy…back to the stocks. SPIL get’s my support as well.
CAMMY One year ago
Too busy laughing at the cutest nerd to follow the topic. I’ll just have to try again. Great job Lindsay.
Jonathan Hartley One year ago
Lindsay you are frakkin’ hilarious. Loved that.
Whaa One year ago
Lindsay,
I’m a nerd too!
We should snort together sometime.
snort.