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Posts related to ‘Semiconductor’

Micron CEO Dies In Plane Accident (MU)

Posted: February 3, 2012 at 2:05 pm

Micron Technology, Inc. (NASDAQ: MU) was halted pending news.  Most investors would have assumed it was about a lawsuit or around an earnings warning.  It is far worse.  Micron has ...
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Qualcomm Earnings & Guidance Wins… Now $100+ Billion In Market Value (QCOM)

Posted: February 1, 2012 at 4:18 pm

QUALCOMM Inc. (NASDAQ: QCOM) is out with its quarterly earnings at $0.97 EPS on an adjusted basis and with $4.68 billion in revenues. Thomson Reuters had estimates of $0.90 EPS ...
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Full 360-Degree Earnings Preview for Qualcomm (QCOM, ARMH, BRCM)

Posted: February 1, 2012 at 11:10 am

QUALCOMM Inc. (NASDAQ: QCOM) is now even closer to its 52-week high ahead of this afternoon's expected earnings report. Shares are now around $59.15 and the 52-week range is $45.98 to ...
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TI Earnings Confusion Over Charges (TXN)

Posted: January 23, 2012 at 4:40 pm

Texas Instruments Inc. (NYSE: TXN) is out with its earnings for the fourth quarter.  The chip giant reported earnings of $0.25 EPS on $3.42 billion in revenues in what feels ...
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Potential Upside in Semiconductor Stocks (INTC, AMD, MU, BRCM, QCOM, ARMH, SNDK, ALTR, AMAT, TXN)

Posted: January 23, 2012 at 11:13 am

Since the beginning of the year the Philadelphia Semiconductor Index is up more than 13.5%. The run-up may be over for some chip makers and sustainable for others. Analysts are ...
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More Evidence Of Semiconductor Recovery (LLTC, INTC, TXN, XLNX, ALTR, MXIM)

Posted: January 18, 2012 at 5:36 pm

Semiconductor investors have had to endure a lot of pain and a lot of volatility, but things may be on the mend.  Analog chip players were higher throughout the trading ...
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2012 Outlook For EMS Sector Upside (BHE, CLS, FLEX, JBL, SANM, AAPL)

Posted: January 11, 2012 at 8:20 am

Most electronics manufacturing services outfits, EMS companies, have recovered handily from the lowest points in November, but most of these remain significantly off of their highs over the last year.  ...
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Upside in Top Semiconductor Stocks for 2012 (INTC, AMD, MU, BRCM, QCOM, ARMH, SNDK, ALTR, AMAT, TXN)

Posted: December 29, 2011 at 12:30 pm

Shares in semiconductor stocks have gained and lost value in about equal number during 2011. The run-up in share prices may be over for some and sustainable for others. For ...
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New Competition Threat for Qualcomm … Overrated? (QCOM, BRCM, NOK, DCM)

Posted: December 27, 2011 at 7:01 am

Qualcomm Inc. (NASDAQ: QCOM) is getting some new competition. While companies like Broadcom Corporation (NASDAQ: BRCM) and Nokia Corporation (NYSE: NOK) have had patent fights with Qualcomm in years past, a ...
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Top Tech Picks for 2012 (ADI, IDTI, AAPL, QCOM, SWIR, TRMB, ROVI, CRM, NUAN, GOOG, Z, VELT, KITD)

Posted: December 16, 2011 at 10:28 am

Canaccord Genuity has joined in with many of the brokerage firms issuing top picks and trends to watch in 2012 from its analysts.  The latest is the firm's "Top Technology Picks for ...
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Intel Warning Knock… Market Inefficiency Reigns (INTC, TXN, ALTR, WDC, SMH, AMD, MU)

Posted: December 12, 2011 at 9:23 am

Intel Corporation (NASDAQ: INTC) may be a recent position added to the Berkshire Hathaway Inc. (NYSE: BRK-A) stock holdings portfolio, but the semiconductor and processor giant is now issuing an ...
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Two Big Semiconductor Warnings (TXN, ALTR)

Posted: December 8, 2011 at 4:49 pm

You have been hearing about forecasts coming down for the fourth quarter and for the full 2012 outlook in many cases by research groups.  Today's news pretty much sums it ...
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Potential Upside Among Chip Maker Stocks (INTC, AMD, BRCM, ARMH, QCOM)

Posted: November 30, 2011 at 1:25 pm

The landscape continues to shift in the chip market and semiconductor makers are doing what they can to shift with the times. The move to more mobile devices like ...
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Notebook PC Demand Expected to Rise in 2012 (AAPL, MSFT, DELL, HPQ)

Posted: November 30, 2011 at 12:01 pm

There is some good news for Apple Inc. (NASDAQ: AAPL), Microsoft Corporation (NASDAQ: MSFT), Dell Inc. (NASDAQ: DELL), and even the bruised Hewlett-Packard Co. (NYSE: HPQ).  TrendForce's DRAMeXchange is forcasting ...
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Rising Inventory Risks At Intel (INTC, WDC, STX)

Posted: November 30, 2011 at 10:25 am

Intel Corporation (NASDAQ: INTC) has been doing what it can to move from being so PC-dependent, but this is a long slow process.  Canaccord Genuity has a note out this ...
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