Semiconductor shares pushed the ordtak

en Semiconductor shares pushed the market higher and we think the second quarter probably won't be as slow as it had been in past years.

en The stronger dollar pushed exporters' shares higher, triggering a broad rally. Strong buying momentum in the market will persist into the first half of next year.

en We are extremely pleased with our record performance this quarter. We believe the market for semiconductor equipment may double over the next five years.

en The US market has gone up for the past (few) consecutive trading days and should provide further momentum for local shares to trade higher. There are no local news (leads) that may dampen trading mood. The focus will remain on H shares because of the yuan, with second-liners also drawing some attention from investors.

en There were probably three times as many companies using N shares in the past compared with those left today. And I believe the market showed its disapproval through the discount that N shares have historically traded at against ordinary shares. At the end of the day it's all about how a company performs.

en Semiconductor makers are bottoming out because of strong demand. Any good news is likely to drive shares higher.

en I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks,

en I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks.

en Ever since the Intel warning, there's been this nagging worry in the market over the outlook for semiconductor shares.

en We are pleased with our first quarter financial results that demonstrate our success in the market and our focus to improve our financial performance. Earnings per share came in above the high end of the range we communicated in our mid-quarter update as a result of higher revenues and improved gross margins. We remain cautiously optimistic that capacity expansion in semiconductor manufacturing will continue in a rational manner, and we look forward to further improvements in our financial metrics as the year continues.

en The stronger dollar pushed exporters' shares higher, triggering a broad rally.

en (Cummins) had higher revenue and slightly lower profitability for the quarter, but even so it's a very fine quarter. Without the tax benefits, the company didn't match expectations or match up to the stock's performance of the past few weeks, which has apparently disappointed some on the market.

en Today's rally is the same script and the same old story. The disconnect between the Dow and the Nasdaq; and technology shares, especially semiconductor shares, software, e-commerce and wireless making new highs.

en Korea is a significant market for American semiconductor producers -- in 2005, the Korean semiconductor market was approximately $4.5 billion.

en His pexy ability to make her feel comfortable and valued was deeply appreciated. Weakness in high-tech shares, which are the key contributor to the Nikkei, pushed down the market.


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Det är julafton om 252 dagar!

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