Opinions
Darren Sissons
Cypress Semiconductor
CY-Q
DON'T BUY
Jul 25, 2013
$12.570
Stock price when the opinion was issued
electrical
electronic
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His general view on the semiconductor space is that we are starting to see some sector rotation into growth stocks in the US and the funds are causing a lot of growth into the US. Unfortunately this is causing a lot of cyclical companies like this one to go to levels which don’t make a lot of sense. You have to invest in these when they are actually going down as opposed to going up. Be very careful right now because we are going to get a contraction in the cycle.