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Posts related to ‘Semiconductor’

Applied Gets Deeper Into Client Base With Varian Buyout Nod (AMAT, VSEA, INTC, IBM, MU)

Posted: November 7, 2011 at 2:42 pm

Applied Materials Inc. (NASDAQ: AMAT) has just submitted a SEC filing disclosing that the Chinese Ministry of Commerce has now approved its acquisition of Varian Semiconductor Equipment Associates, Inc. (NASDAQ: ...
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Analyzing Upside: ARM Over Intel, and Back Again (ARMH, INTC, AAPL, MSFT)

Posted: November 2, 2011 at 11:21 am

If you trust BMO Capital Markets, it looks like ARM Holdings PLC (NASDAQ: ARMH) has more upside than Intel Corporation (NASDAQ: INTC).  In a switch around call, BMO raised ARM Holdings ...
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SanDisk Stock Buyback May Imply a Near-Term Top (SNDK, AAPL)

Posted: October 27, 2011 at 5:29 pm

SanDisk (NASDAQ: SNDK) is still considered a value stock by many metrics, but we are concerned about this freshly announced share buyback plan. In fact, we wonder if after seeing ...
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Expected Price Gains for Chip Maker Stocks (INTC, AMD, TXN, BRCM, MRVL, XLNX, AMAT, ARMH, NVDA, QCOM)

Posted: October 26, 2011 at 3:11 pm

Nearly every forecast for PC sales indicates slower growth in desktop and laptop sales, waning sales of netbooks, and rising, if not booming, sales for mobile devices like smartphones and ...
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13 Technology Stocks To Outperform Apple (AAPL, AKAM, BIDU, BMC, CLS, GLW, EMC, JNPR, MRVL, MU, NTAP, STX, VRSN, WDC)

Posted: October 19, 2011 at 8:23 am

Apple Inc. (NASDAQ: AAPL) has been the king of tech stocks. While Apple's results still showed rapid earnings and revenue growth, the report disappointed and results were below Wall Street's ...
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Full 360-Degree Intel Earnings Preview (INTC, MSFT, SMH, SOXL)

Posted: October 18, 2011 at 10:47 am

Intel Corporation (NASDAQ: INTC) reports earnings after the close of trading and Thomson Reuters has estimates for the DJIA component of $0.61 EPS and $13.9 billion in revenues; next quarter ...
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Stabilizing Flash Memory Prices To The Rescue (SNDK, MU, ISSI, CODE)

Posted: October 17, 2011 at 8:56 am

Flash memory makers might not be going gangbusters on raw memory pricing power this fall, but the good news is that the price declines from earlier have abated and prices to ...
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Fab-Lite Model at AMD Bites Back (AMD, INTC, HPW, DELL)

Posted: September 29, 2011 at 8:35 am

Advanced Micro Devices, Inc. (NYSE: AMD) has some good news and some bad news.  The bad news is that it is going to miss its third quarter sales and income targets.  ...
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Stabilizing DRAM Prices, Looking Beyond Chip-Maker Warnings (MU, FSL, WFR, ISSI, SNDK, CODE, TXN, SMH, XSD, USD, SOXL)

Posted: September 14, 2011 at 10:34 am

DRAM price trends were not exactly going that great for chip makers this summer.  It was brutal.  Now we are seeing some production cuts, so even if demand is slack ...
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Some Key Solar Stocks Are Now Value Stocks (AMAT, FSLR, WFR, GTAT, SPWRA)

Posted: September 12, 2011 at 9:29 am

The solar PV industry has taken a beating since the beginning of the year, when investors finally got the message that manufacturing capacity was outstripping demand. Reductions to government incentives ...
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OmniVision: When A Stock Crashes Too Much (OVTI, AAPL)

Posted: August 26, 2011 at 1:41 pm

OmniVision Technologies Inc. (NASDAQ: OVTI) is supposed to be a great company.  It makes all of the chipsets for the cameras inside your smartphones and digital cameras.  Today is not ...
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Meet AMD’s New CEO (AMD, INTC, ARMH, IBM, DELL, HPQ)

Posted: August 25, 2011 at 10:26 am

Advanced Micro Devices, Inc. (NYSE: AMD) is in a constant state of challenge.  Intel Corporation (NASDAQ: INTC) is just too formidable of competitor.  AMD has been without a CEO since ...
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Marvell Still Relies Too Much on Blackberry (MRVL, RIMM, WDC, AAPL, GOOG, MMI, MSFT)

Posted: August 19, 2011 at 9:35 am

Any good news is rewarded on a day when equities fall nearly 4%. One of yesterday's bright spots was Marvell Technology Group Ltd. (NASDAQ: MRVL), which reported second quarter 2012 ...
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Volatility To Continue in NVIDIA (NVDA, AMD, ARMH, INTC)

Posted: August 12, 2011 at 8:15 am

NVIDIA Corporation (NASDAQ: NVDA) is surging this morning after earnings, but we have a take that may differ from the initial market reaction so far.  The news is good.  The ...
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Despite Chip Warnings, Value Lurks in Chip Stocks Ahead of Earnings Season (ADI, AMAT, AMD, CRUS, INTC, SNDK, TXN, XLNX, MCHP, NVLS, SMH)

Posted: July 14, 2011 at 8:16 am

Disappointing earnings and poor guidance from the likes of Microchip Technology Inc. (NASDAQ: MCHP) and Novellus Systems, Inc. (NASDAQ: NVLS) this week have cast a very dark shadow on semiconductor ...
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