4.4 • 3K Ratings
🗓️ 10 October 2014
⏱️ 39 minutes
🧾️ Download transcript
Costco hits an all-time high, Apple gets a letter from Carl Icahn, and semiconductor stocks send the Nasdaq lower. We analyze the latest headlines and talk with best-selling author Daniel Levitin about his latest book “The Organized Mind: Thinking Straight in the Age of Information Overload“.
Click on a timestamp to play from that location
0:00.0 | Everybody needs money. That's why they call it money. |
0:07.0 | From full global headquarters, this is Motley Fool Money. |
0:19.0 | It's the Motley Fool Money Radio Show. I'm Chris Hill joining me in studio this week |
0:23.0 | from Motley Fool One, Jason Moser from Motley Fool Pro and Options Jeff Fisher |
0:27.0 | and for a million-dollar portfolio of Ron Gross, good to see you as always, gentlemen. |
0:31.0 | The earning season is officially here. We will dig into some of the latest results |
0:35.0 | best selling author Dan Levitton will help explain how we can be more productive |
0:39.0 | and why multitasking is in fact bad for us and as always we'll give you an inside look at the stocks on our radar. |
0:45.0 | But we begin with the increased volatility in the market. |
0:49.0 | Microtrip technology is a relatively small company in the semiconductor industry |
0:55.0 | but after warning the third quarter sales will be lower than previously thought. |
0:59.0 | Semiconductor stocks across the board were being sold off on Friday. |
1:04.0 | Jeff, I can understand this if we were talking about Intel making this kind of warning. |
1:10.0 | What Intel micron technology across the board, much bigger semiconductor companies are being taken down. |
1:17.0 | What's going on? |
1:18.0 | Exactly. A little microchip which has about 560 million in quarterly revenue is taken down the entire sector. |
1:26.0 | The reason why I really Chris is they book their results on a sell through basis |
1:31.0 | which means they look at results based on the end customer where most the industry looks at sell-in. |
1:37.0 | Intel sells into a PC manufacturer they count that as revenue. |
1:42.0 | This company is a good leading indicator to weakness on the customer end which may then trickle through |
1:47.0 | and hit all the other chip makers down the road. |
1:52.0 | Secondly, they said September was weak and September is usually a strong month but it was weak because of China. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.