Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Semiconductor packaging and testing expert Amkor Technology
So what: The third-quarter report fell short of analyst expectations and near-term guidance was also disappointing. A low-end product mix and slow sales to consumer electronics customers conspired to set up this weak report.
Now what: We've heard this song before: A company involved in the manufacturing process of semiconductors unveils a slow fourth-quarter outlook but gazes ahead to a generally strong market in 2011, and the shares take a pummeling. Nanometrics
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Fool contributor Anders Bylund holds no position in any of the companies discussed here. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.