Posts for Ticker ‘WIND’

PC Sector Sales Not As Bad in 2009, Growth in 2010 (DELL, HPQ, AAPL, MSFT, INTC)

Money Stack ImageWe have another rough couple of quarters ahead of us in PC and computer sales.  There are some things to take heed here which will come front and center for the sales and the market share gains and losses for Dell Inc. (NASDAQ: DELL), Hewlett-Packard Company (NYSE: HPQ), and even for Apple Inc. (NASDAQ: AAPL).  It lends some credence as to what may help Microsoft Corporation (NASDAQ: MSFT) on key Windows O/S sales and may give you more insight into why Intel Corporation (NASDAQ: INTC) has decided to finally move aggressively away from being so PC-processor-centric in its focus with its recent deals.  The good news is that the return of growth may arrive by the end of 2009, and this report is actually an improvement from what was seen just in May.
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Posted on: June 25, 2009 – 10:34 am in Consumer Electronics, PC Companies, Technology Companies, , , , , , ,

The Unusual Suspects (X, BRK-A, BNI, NFLD, INTC, WIND, AAPL, PALM, NVAX)

newspaperThere were several unusual occurrences at the end of the week and some we saw over the weekend screenings for items missed during the week.  These will also be among some of the top issues for Monday and Tuesday of this week:

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Posted on: June 7, 2009 – 6:31 am in Trading Alert, , , , , , , , ,

Wind River: A Hope For More Money (WIND, INTC)

Money Stack ImageWind River Systems, Inc. (NASDAQ: WIND) has only been an in-play takeover name for merger investors for about 36 hours after yesterday morning’s announcement from Intel Corp. (NASDAQ: INTC) that it was acquiring the company for $11.50.  We noted how there is far more to this merger than meets the eye, and it looks like our synopsis that Intel was getting a steal is not alone.
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Posted on: June 5, 2009 – 3:40 pm in Law, Mergers and Buy Outs, Software, Technology Companies, ,

Intel & Wind River: Much More Than Meets The Eye (INTC, WIND, MSFT, IBM, TXN)

Money Stack ImageIntel Corporation (NASDAQ: INTC) has made what many will consider as a strange merger, but there is more to this merger than meets the eye and this will give Intel higher ticket sales with high margins.  The processing giant will acquire Wind River Systems Inc. (NASDAQ: WIND) in an all-cash buyout valued at $11.50 per share.  This comes to $884 million in the total.
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Posted on: June 4, 2009 – 8:07 am in Cramer, Mergers and Buy Outs, Semiconductor, Technology Companies, , , , ,

Cramer on Oversold & Value In Tech (WIND)

On tonight’s MAD MONEY on CNBC, Jim Cramer is sticking with picking technology stocks that are either oversold or are great value.  His down and out tech stock is Wind River Systems (NASDAQ: WIND).  In light of BEA Systems buyout he thinks it could get acquired.  It makes embedded systems for autos, routers, jets, and more, and the complex new systems will drive demand ahead.  It has joined the Google Android Alliance for open handsets.  An analyst noted several significant deals in the pipeline and its balance sheet is strong.  SAP, Oracle, Cisco, IBM, Motorola could all be buyers of this company.  Cramer thinks maybe Carl Icahn would want to look at it, but he likes it even if it doesn’t get acquired.

This week Cramer has made several value calls on oversold technology companies that will still do well in the current environment.   On Monday, Cramer picked EMC Corp (EMC) for its intrinsic value of sub-$5.00 and this is one where we noted that great value manager Whitney Tilson was discussing with "THE EMC STUB" with the explanation for the trade; on Tuesday, Cramer picked Riverbed Tech (RVBD) for network optimization and he’s been on this stock before; and last night Cramer talked up ADC Telecom (ADCT) with a $1 down $7 up call that he’s liked for some time.

Wind River shares closed down 2.6% at $8.15 today, but this rose 5.5% to $8.60 in after-hours. 

Jon C. Ogg
January 17, 2008

Posted on: January 17, 2008 – 6:30 pm in Cramer, Technology Companies, Value Investing,