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Today, Reza Samahin, P. Eng, CFA commented about whether GNSS-Q, CLS-T, BEAS-Q, BRCM-Q, QRVO-Q, ATY-T, QCOM-Q, AMAT-Q, QLGC-Q, ACN-N, NOK-N, TXN-Q, JAVA-Q, ACXM-Q, INTC-Q, MSFT-Q are stocks to buy or sell.

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BUY

Doing quite well. Have done a lot of restructuring. There is an opportunity for operating margins, which have been depressed, to come in line with the group at about 4/5%. Trading at only a 20 multiple.

DON'T BUY

Has been under pressure because the real market is the LCD drivers for LCD TV's and monitors which have been taken off as expected. Samsung is reducing prices which should create volumes and will be good for them. Technology is easily copied.

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