Quantcast

Posts related to ‘Semiconductor’

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 ...
Read Full Story »

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.  ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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: ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »

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 ...
Read Full Story »