Technology companies will see a recovery in earnings in the second half so the outlook for the industry is positive.
More Quotes from Song Ho:
The speed of capacity increases in China is somewhat threatening to Korean shipbuilders.Song Ho
Concerns the U.S. economy will slow are easing and growth seems to be going strong. That should benefit exporters, especially technology companies.
Song Ho
Intel's earnings announcement has made investors skittish about the prospects for other chipmakers and computer-related companies.
Song Ho
This reflects the leadership they have in the industry and it's positive for their stock prices.
Song Ho
Falling prices raise concerns that growth in the industry will slow, hurting earnings at chipmakers.
Song Ho
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