Kogod Finance Group

Tuesday, March 27, 2007

Tech Sector Report

Symbol
Time
Trade
Change
% Chg
Volume
Intraday
Related Info
INTC
9:47AM ET
19.218
0.072
0.37%
1,923,397

Chart, Messages, Key Stats, More
AMD
9:42AM ET
13.58
0.03
0.22%
1,125,600

Chart, Messages, Key Stats, More
NVDA
9:47AM ET
29.96
0.39
1.29%
705,236

Chart, Messages, Key Stats, More
DELL
9:47AM ET
23.63
0.01
0.04%
1,766,081

Chart, Messages, Key Stats, More
MSFT
9:47AM ET
28.03
0.19
0.67%
3,093,252

Chart, Messages, Key Stats, More

Good news for Nvidia as Goldman analysts called the stock a good value. Only issue in the long-run is the idea that Intel is investing on being graphics technologies into the realm of cpu computing. S&P maintains a hold rating and a price target of $37, which would give us a gain of about $7/share if Nvidia hits that target by the end of Q4. Intel continues to have below average to flat line performance as it takes a chip battle to China against AMD, and it continues to invest billions in new facilities and technologies. Intel is currently a buy with a price target of $25. Sun Microsystems is wishy washy. Some question its macro outlook, while others find solace in positive productivity and new deals in the works. Dell is posting moderate gains, but will continue to close mixed with all other stocks based on housing numbers and economic concern. It is also still delinquent in its filings, and hasn’t given me any reason to believe that its profits will increase significantly into next quarter. Inconsequently, Dell is a buy with a target of $28. Lastly, Microsoft is a hold with a target of $32. It continues to be mixed as well, with issues overseas with the EU.

Fact of the matter is supply of unsold houses isn’t getting any smaller, but at least the price index will fall which will provide us an out. We have no sign the economy is slowing but with confidence lowered, we will just have to hold on for 2 more quarters at least, and finally we will see the light.



Sorry if you can't read the quotes, its early morning trading anyway.

P.S. SAIC won a contract with the air force.

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