Friday, July 21, 2006

HAG update: chips

System HAG continues to buy into panic.

Earnings reports that came out today for computer and communication chipmakers were terrible. This news, combined with recent talk of an imminent slowdown in the economy and the options-pricing scandal, drove chip stocks to their lowest point in years. System HAG buys a full position in Rambus, and half-positions in BRCM, PMCS, and AMD. A full position in Google is held over from yesterday.

0 Comments:

Post a Comment

<< Home