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November 20, 2006
Top picks for U.S. semiconductors reviewed, Mon., Nov. 20, 2006, 12:02 PM
In this report, UBS gives their rationale and updates for top picks in semiconductors, system integrated circuits and semi capital equipment manufacturers.
Download UBS Nov 20 report on Chips.
I noted that the analog segment is continuing to slow, so I am doing some thinking about switching out of the Cara 100 a couple of linear technology manufacturers (Linear Tech LLTC and Maxim Integrated MXIM) in favor of a couple of the UBS top-rated digital tech picks in this report.
I am thinking of it anyway. While I'm noodling about just 2 of the Cara 100, I happened to see a TV report that Boston-based PAR Capital Management (hedge fund?) owns some 24,286,970 shares of US Airways Group Inc (NYSE: LCC) which made the recent bid for Delta Air. At today's prices, that's a holding of $1.46 billion. I also understand that the total size of this fund is between $2-3 billion only.
Talk about putting most of your digits on the line! :-)
Posted by Posted by Bill Cara on November 20, 2006 12:02:06 PM | Category: 45 Info Technology , Cara Global 100 Best Companies
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