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ralphguy Member	12-Aug-2006 13:43        ralphguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow... $1.35 seems gd... dont know when will reach.... hopefully by Q3 results is some where there.. CSM go up depends on some key customers.... 1. Xbox360 - microsoft --> hopefully Q3/Q4 demands up... and win PS3 far far.... 2. AMD - PC market seems flat already... not sure how much CSM will get from the AMD pie. any other key customers to add? maybe IBM?
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Nostradamus Supreme	11-Aug-2006 22:15        Nostradamus About Contact  Quote this Post!
x 1   x 0  Alert Admin	CSFB has a price target of $1.35. CSM's customer base is strengthening with a move towards 65nm chips. Its common platform R&D sharing with IBM, Samsung and Infineon is allowing it to realise greater revenue scale with no incremental spending. Operating expenses have remained in the US$60m/quarter range since 2000, despite quarterly revenues 15% above 2000 levels and 100% above the 1Q05 bottom. At the same time, more managed spending and shared investment is driving positive cash flow for the first time since 1999. It's trading near the bottom of its historic trading ranges at 1.6x EV/sales (vs historical 1.6-3.0x range) and 1.15x P/B (vs 1.0-2.0x range). CSFB thinks that downside impact of further Xbox cuts and execution (15% downside to trough) is limited relative to upside potential from new customer programmes in 2007 (30-60% potential upside).
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allantanhc Veteran	07-Aug-2006 16:19        allantanhc About Contact  Quote this Post!
x 0   x 0  Alert Admin	The support at $1.06 has been broken. Looks bearish. Hopefully, the support at $1.03 can hold. Otherwise, there may be another free fall.
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Livermore Master	04-Aug-2006 15:50        Livermore About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Singaporegal, Yes, it is a better move if the stock is better. I find that one of the stumbling block why maybe people are unwillingly to do this is maybe because to them selling a losing stock is a loss. Actually if you hink about it logically, selling 1 stock and using the money to buy another stock is actually "the same" i.e a mere transfer of money from 1 to another but lose brokerage fees. Hey you were right about Noble on uptrend man!
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allantanhc Veteran	04-Aug-2006 15:45        allantanhc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chartered pricing is quite dead now though volume is high. I do think that the counter can recover if it does not drop below $1.06. If it is able to breakout of $1.16, then there is a good probability of it climbing again. I sold my holding on this stock at $1.39 earlier and am now monitoring to find a suitable time to go in. So, don't despair.
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singaporegal Supreme	04-Aug-2006 15:33        singaporegal About Contact  Quote this Post! Style: Technical   Mood: Yells: "Female TA nut"
x 0   x 0  Alert Admin	Hi Livermore, If you sell a losing stock and reinvest the money in a better one, its better, isn't it? Of course, the assumption is that (1) you know what you're doing and (2) the other stock really is better :)
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Livermore Master	04-Aug-2006 15:14        Livermore About Contact  Quote this Post!
x 0   x 0  Alert Admin	If you sold all your Chartrered shares and use that money to buy another stock, it is like transferring your money from 1 stock to another. Frankly it is the same. You just lose the brokerage fee
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ralphguy Member	04-Aug-2006 14:42        ralphguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	billywows, tat is why i said you not alone... me stuck too. didnt exit to cut loss in May. Yes, tik CSM is very speculative la... depends on sentiment too much... anyway... the IBM/AMD tie up not affect much but if Q3 has "surprise" result.. Oct will have interesting with Xmas ard the corner.
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scotty Senior	04-Aug-2006 10:01        scotty About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Thanks billywows! You have been updating us on this. Keep up the good work!
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billywows Elite	03-Aug-2006 22:40        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yalor, ralphguy .... No choice to keep myself informed cos I've vested in CSM since early last year. Got struck now and waiting to get out. I had read that PS3 will be priced higher than xbox 360 and it will be launched in Nov (3 months away) for Christmas season. Microsoft will be aggressive to deal with PS3 - as proven in its upcoming new 'Zune' to whack apple's ipod's huge market share in MP3 palyers. Poor Creative Tech here .... I used to make good $ with Creative for past 2 years. Lucky I sold mine off last year. CSM is tricky though ... the IBM and AMD tie up seems to have no impact on it. Strange .... something is brewing under the lid?
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ralphguy Member	03-Aug-2006 14:45        ralphguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hey Billywows, you are really keeping upto date to CSM related. Thanks for all this inputs. Xbox360 performance in Q4, i am just curious if PS3 will be out during that time also, it will be very very competitive. (sideline) btw, which one is cheaper, Xbox or PS3? hopefully microsoft will put up a gd marketing strategy to counter the new PS3. Xbox ramp.... CSM ramp....
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billywows Elite	02-Aug-2006 19:01        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Check out below on how CSM got Xbox 360 deal with Microsoft ... IBM involved again! http://www.thestreet.com/_yahoo/tech/ronnaabramson/10254928.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA A good year for CSM anot this year? IBM, AMD and Microsoft - and Christmas coming.
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billywows Elite	02-Aug-2006 18:56        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	A recap here: CSM & IBM partnership in Year 2002 ....  ---------------------------------------------------- CHRT soars on IBM deal, stock is upgraded By Emily Church Last Update: 8:46 AM ET Nov 27, 2002 Shares of Chartered Semi surged 17 percent to $5.85 on Archipelago - one of three stocks to move wider than 10 percent from the close on the ECN in the pre-open on Wednesday. The company announced a co-development plan with IBM overnight. Soundview raised its rating on the stock to outperform from neutral. "The multi-year agreement between CHRT and IBM will provide CHRT with access to 300mm, 90nm capacity well ahead of CHRT's internal plans. We view this agreement as a strategic win for the company, which should help to bolster customer confidence in CHRT as a foundry supplier while at the same time providing IBM's customers with a second source," Soundview said.
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billywows Elite	02-Aug-2006 18:41        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks, Ralphguy, Yesterday, IBM announced its will start to use AMD chips instead of Intel now. This is surprising GOOD NEWS! Maybe this is why CSM up 3 cents today on good volume? :p Analysts expect AMD chips to be installed in IBM products by Q3 (this quarter). If AMD do contract the IBM's production to CSM, it will be a good Q3 for CSM. Currently, CSM is already supplying chips to AMD now, but due to PC slowdown worldwide and excess inventories, a Q3 was predicted. I also understand that IBM and CSM are already long research partners in US way - before this AMD deal (in Year 2001 or 2002?). Lastly, I am also banking in on Microsoft's Xbox 360 order this coming Christmas.
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ralphguy Member	02-Aug-2006 14:37        ralphguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Billywows, dont worry, you are not alone in this forum that is vested in CSM. Me too. still holding it tight and trying very much to average it lower. (though very risky but just to cut the loss) Hopefully will have a surprise Q3 (though they report it will be flat/no surprise)
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patseow8 Member	02-Aug-2006 12:37        patseow8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the advice Nostradamus Veteran, now my intention is to hold until it reaches the px of around 1.40 b4 letting go.  I also need to clean up several counters in my portfolio like Kingborad & IPC bought around the same time.
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billywows Elite	01-Aug-2006 18:58        billywows About Contact  Quote this Post!
x 0   x 0  Alert Admin	Both CSM & Statcp are very speculative stocks - which are exciting but 'deadly'. Their fundamentals are strong now - unlike years ago when investors push their prices up for no sound reasons. Their current price of 1.08 and 0.91 respectively is very attractive to me in view of the slow tech market now. And Q3 will be flat too. Once the excess inventories are cleared out in 3 - 6 months time, their fortune may change. These two stocks are trading in Nasdaq too. So their exposure is pretty good to influence their pricing in SGX. I dare not recommend these 2 stock here cos most pple are anti-CSM in this forum. HeeHee! Just want to share my opinions here. Trade with care ya ....
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Nostradamus Supreme	01-Aug-2006 18:52        Nostradamus About Contact  Quote this Post!
x 1   x 0  Alert Admin	Hi patseow8, Welcome. The dot com bust brought prices of tech stocks, including  Statschippac, crashing 95%. So, pls don't dream of it going back to $4.56 within the next several years. I always advocate cutting loss at around 8-10% below your purchase price. Then you wouldn't be in this predicament. But its way too late now. Best thing you can do is to average your purchase price by buying at around $0.80 or below.
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patseow8 Member	01-Aug-2006 15:35        patseow8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi to everyone, I'm a newbie, very interesting forum. I'm still holding to 3 lots of Statschippac bought since 26/6/2000 @$4.56 very pathetic ya.
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jessie Senior	01-Aug-2006 14:20        jessie About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oops... I'm referring to stats chip pac....
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