3 posts and columns on Christopher Danely

Tech Investing: Rules to Live By (Part 1)

in News on March 5, 2009 at 7:03 am PT

Carl Johnson, an underappreciated observer of the tech investing world and a longtime analyst on the semiconductor equipment business, who can be found online at Infrastructure Wednesday afternoon, sent along an annotated version of a list of the Top 10 Tech Investing Rules, as set down in Institutional Investor magazine by J.P. Morgan chip analyst Christopher Danely.

Chip Stocks That Need Estimate Cuts: All of Them

in News on September 9, 2008 at 5:23 pm PT

Here’s a cheery item on the chip sector that I missed while I was off at this morning’s Apple (AAPL)-sponsored Jack Johnson concert in San Francisco. Christopher Danely, semiconductor analyst at J.P. Morgan, asserted in a research note this morning that “deteriorating demand will bring about a correction in semiconductor estimates and stocks over the next four to six weeks.”

Microchip Shares Headed Lower on J.P. Morgan Downgrade

in News on June 11, 2008 at 8:24 am PT

Microchip (MCHP) shares are headed lower in early trading after J.P. Morgan semiconductor analyst Christopher Danely cut his rating on the stock to Neutral from Overweight. In a research note, Danely says that the move reflects “a slowdown in the Chinese consumer end market and the stock’s high valuation.”