PMC-Sierra

Wann und ob die Wende kommt, kann ich schlecht sagen. Normalerweise müßte erstmal eine technische Erholung kommen, da momentan stark überverkauft. Die Bremse würde ich an Deiner Stelle bei 200 ziehen, da die Shorties anscheinend gerade wieder etwas Oberwasser bekommen. Ich bleibe dabei, mein SL liegt bei 100, was normalerweise nicht erreicht werden dürfte. Mittelfristig (1-2 Jahre) wird RAMBUS durch Zahlen überzeugen. Al grüßt

Hallo Al! Bin am überlegen ob ich nicht doch lieber aussteigen sollte. Bin bei 150E eingestiegen. So langsam schmilzt mein ganzer Gewinn. Wo würdest Du die Bremse ziehen oder doch einfach nur "Augen zu und durch"??

TECHNOLOGY is expected to show the second highest rate of earnings growth for both 1999 (+32.7%) and 2000 (+41.5%). The Semiconductor/Components industry is expected to grow 2000 earnings +52.4% as the estimate rose another +1.0% in the past month with a tremendously strong revisions ratio of 6.40. Forecasted 1999 earnings for the Software industry rose another +1.3% in the past month, bringing the 3-month change to +5.5%. The TECHNOLOGY sector is now trading at 50 times fiscal 2000 earnings expectations, an all-time high.

Tuesday March 21, 1:51 pm Eastern Time Rambus falls on Web site report, chipmakers choppy By Nicole Volpe NEW YORK, March 21 (Reuters) - Shares of semiconductor company Rambus Inc. (NasdaqNM:RMBS - news) spiraled downwards at the open on Tuesday then recovered somewhat as a number of factors, ranging from troubles in Taiwan to a negative Web site report, buffeted the chipmaker's volatile stock. Shares in Rambus dove 77-1/16 to 245, and then bounced upwards to 296 later in the morning. ``This is an extremely volatile name,'' said SG Cowen analyst Drew Peck in commenting about Rambus. ``Investors are highly polarized. You have a disproportionately large number of short sellers on one side and buyers on the other,'' he added. Rambus shares have spiked upwards to a high of 471 after the company announced a four-for-one stock split over a week ago. The stock split followed the long-awaited availability of Intel Corp. (NasdaqNM:INTC - news) chips using Rambus technology, which had previously been delayed due to a flaw. Rambus shares plummeted in recent days, in part due to a pessimistic report on the Web site www.tomshardware.com, which tracks personal computing technology, Peck said. ``The impetus for the negative trend seen in recent days is due to a rather pessimistic report on a cult Web site,'' said Peck. The posting on the tomshardware.com Web site said Rambus' lofty market position seemed precarious. ``Our tests reveal that Rambus actually degrades the performance of PCs using it when compared to identically configured systems based on vastly cheaper memory technology,'' the tomshardware.com report said. ``This is being interpreted very negatively by investors,'' said Peck. ``I hardly agree that the technology has no merit. But all it takes is some negative publicity like this to set the stock off.'' Another factor making for a choppy ride for the computer chip sector as a whole included the election of a new president in Taiwan, Chen Shui-bian, who is viewed with deep suspicion by China for his past advicacy of Taiwan's independence. Investor fears of a potential impact to semiconductor makers in Taiwan have added to the volatility typical of the sector. PMC-Sierra Inc. (NasdaqNM:PMCS - news) shares fell 5 to 202. But Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM - news) shares were up 4-5/8 to 55-15/16. ``This volatility could be due to Taiwan although rate hikes may be having an impact,'' said Goldman, Sachs analyst Nathaniel Cohn. ``The biotech selloff last week had an impact on high-multiple stocks, so communications semiconductor companies have been seeing some choppiness.'' He said, however, business for communications semiconductor stocks, such as Broadcom and Applied Micro Circuits Corp. (NasdaqNM:AMCC - news) continue to see strong growth. Broadcom Corp. (NasdaqNM:BRCM - news) shares fell as low as 194 after the open of trade Tuesday, down from Monday's closing price of 212-3/8, before moving up to 222-1/2 later in the morning. Applied Micro was up 5-13/16 to 242.