Posts for Ticker ‘ONNN’

Top Analyst Upgrades (C, CY, DRYS, LRCX, ONNN, PSUN, PKX, RL)

These are this morning’s top analyst upgrades and positive research calls from Wall Street firms we have seen with about two hours until the market opens:

Citigroup (C) Started as Buy at Deutsche Bank.
Cypress Semiconductor (CY) Raised to Hold at Jefferies.
DryShips (DRYS) Raised to Buy at Lazard.
Lam Research (LRCX) Raised to Overweight at Barclays.
On Semiconductor (ONNN) Started as Buy at Deutsche Bank.
Pacific Sunwear (PSUN) Raised to Outperform at FBR Capital.
Posco (PKX) Raised to Conviction Buy List at Goldman Sachs.
Polo Ralph Lauren (RL) Started as Buy at UBS.

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JON C. OGG
OCTOBER 13, 2009

Posted on: October 13, 2009 – 7:50 am in Analyst Calls, , , , , , , ,

Cramer’s #4 Speculative Tech Pick: ON Semiconductor (ONNN, TKLC, BRCD, CDNS)

Cramer ImageJim Cramer came out with his fourth speculative technology stock pick on CNBC’s MAD MONEY tonight.  His #4 pick for the basket is ON Semiconductor Corp. (NASDAQ: ONNN).  He said the company did a monster beat of earnings estimates yesterday and gave guidance that was better than expected.  It acted cautiously optimistic but Cramer noted two quarters of visibility.  He said this stock should not have fallen today, and that was because tech sold off.
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Posted on: May 7, 2009 – 6:04 pm in Cramer, Semiconductor, Technology Companies, Turnarounds, Value Investing, , , ,

Top Analyst Upgrades (ARRS, ASH, FCS, GME, ONNN, RTN, RVBD, VOD)

These are the top pre-market analyst upgrades or positive calls from Wall Street which we have seen early this Wednesday morning:

Arris (ARRS) Started as Overweight at Thomas Weisel.
Ashland (ASH) Raised to Overweight at JPMorgan.
Fairchild Semi (FCS) Raised to Buy at UBS.
GameStop (GME) Started as Buy at Needham.
ON Semiconductor (ONNN) Raised to Buy at UBS.
Raytheon (RTN) Started as Outperform at Morgan Keegan.
Riverbed Technology (RVBD) Started as Overweight at Thomas Weisel.
Vodafone (VOD) Raised to Buy at Goldman Sachs.

JON C. OGG

Posted on: April 1, 2009 – 6:49 am in Analyst Calls, , , , , , , ,

Atmel Merger Odd, But Proves Mergers Still Possible (ATML, MCHP, ONNN)

Atmel_logoAtmel Corporation (NASDAQ: ATML) is going to be trading up big this morning.  Shares are currently halted on the news that Microchip Technology Incorporated (NASDAQ: MCHP) and ON Semiconductor Corporation (NASDAQ: ONNN) have sent a proposal to Atmel to acquire the company for $5.00 per share in cash.

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Posted on: October 2, 2008 – 8:27 am in Mergers and Buy Outs, Semiconductor, , ,

Major Short Selling Changes in Semiconductors (AMD, ALTR, AMAT, BRCM, INTC, MRVL, NVDA, ONNN, QCOM, RFMD, SNDK, TXN)

There was a very mixed bag in short selling in the semiconductor sector.  What was interesting was the huge increase in the bets against NVIDIA because it was so far after the drop.  Most semiconductor short interest changes were single digit changes, but there were some like Intel (INTC), Broadcom (BRCM), and Marvell (MRVL) which saw double-digit declines in the short selling.

Semiconductors                             Aug 29       Aug 15       Change
Advanced Micro Devices (AMD)   96,448,009   93,448,833     3.21%
Altera Corporation (ALTR)           24,489,350   27,131,688    -9.74%
Applied Materials (AMAT)           35,667,917   38,882,398    -8.27%
Broadcom Corporation (BRCM)   18,665,240   21,124,120   -11.64%
Intel Corporation (INTC)              68,683,066   82,558,529   -16.81%
Marvell Technology (MRVL)         27,344,321   34,936,078   -21.73%
NVIDIA Corporation (NVDA)         47,152,516   22,476,738   109.78%
ON Semiconductor (ONNN)         45,366,451   46,383,159    -2.19%
QUALCOMM Inc. (QCOM)           28,468,030   27,539,572     3.37%
RF Micro Devices (RFMD)            25,883,073   26,620,564    -2.77%
SanDisk Corporation (SNDK)        28,764,413   27,813,854     3.42%
Texas Instruments (TXN)               24,653,691   26,440,098    -6.76%

Jon C. Ogg
September 11, 2008

Posted on: September 11, 2008 – 1:55 pm in Semiconductor, Short Interest, , , , , , , , , , , ,

Pre-Market Analyst Calls (September 18, 2007)

CAM cut to Mkt Perform at Wachovia.
CYPB started as Buy at Citigroup.
DMAN started as Outperform at Credit Suisse.
ENB raised to Outperform at CIBC.
ERTS started as Buy at Goldman Sachs.
ETFC cut to Neutral at Goldman Sachs.
FMC cut to Underperform at Wachovia.
GET started as Buy at Jefferies.
GM cut to Neutral at Goldman Sachs.
HHS cut to Underweight at JPMorgan.
ITW cut to Hold at BB&T.
KWD cut to Neutral at First Albany.
LCAPA started as Outperform at Wachovia.
LMT raised to Buy at Merrill Lynch.
MEND cut to Sector Perform at CIBC.
MYGN started as Hold at Citigroup.
NCI cut to Neutral at Merrill Lynch.
NLY started as Buy at JMP Securities.
ONNN raised to Outperform at Wachovia.
PETD started as Buy at Sun Trust Robinson Humphrey.
RRR raised to Overweight at Lehman.
SRVY raised to Overweight at Lehman.
SSL cut to Neutral at UBS.
VC raised to Neutral at Goldman Sachs.
WBD cut to Neutral at Credit Suisse.
WX started as Neutral at JPMorgan.

Jon C. Ogg
September 18, 2007

Posted on: September 18, 2007 – 7:07 am in Analyst Calls, , , , , , , , , , , , , , , , , , , ,

Nasdaq Short Interest August 2007

Below is the short interest for major company stocks traded on the Nasdaq. The figures are from August 15 and compare to numbers from July 13, 2007.

Investors were not willing to bet on a consolidation among discount brokers with the short interest in Schwab and E*Trade rising. It appears they did believe that Whole Foods would complete its merger with Wild Oats, lowering short interest in WFMI.

Short interest in cable companies, especially Comcast and Charter fell, perhaps indicating a bottom for those stocks.

And, shorts moved out of Yahoo! indicating that many investors do not see its shares falling further.

Largest Short Positions

Level 3 (LVLT)                                    129.3 million shares short

Comcast (CMCSA)                             113.2 million shares

Microsoft (MSFT)                                 97.2 million shares

Charter (CHTR)                                    94.5 million shares

Sirius (SIRI)                                         91.0 million shares

Intel (INTC)                                          84.0 million shares

Yahoo! (YHOO)                                   62.3 million shares

Cisco (CSCO)                                     57.5 million shares

Applied Materials (AMAT)                    50.3 million shares

Oracle (ORCL)                                    46.3 million shares

Conexant (CNXT)                                 45.5 million shares

Symantec (SYMC)                              42.9 million shares

Sun Microsystems (SUNW)                 41.0 million shares

Largest Increase In Short Position

Expedia (EXPE)                                  9.2 million share increase

E*Trade (ETFC)                                  7.7 million share increase

ON Semi (ONNN)                              6.8 million share increase

Ebay (EBAY)                                     5.5 million share increase

NetFlix (NFLX)                                   4.9 million share increase

Oracle (ORCL)                                   4.7 million share incrase

Schwab (SCHW)                                3.4 million share increase

Tivo (TIVO)                                         3.1 million share increase

Largest Decreases In Short Interest

Whole Foods Market (WFMI)               9.3 million shares decrease

Charter                                              9.2 million share decrease

Opsware (OPSW)                               8.9 million share decrease

Yahoo!                                               8.5 million share decrease

Dell (DELL)                                        8.4 million share decrease

Applied Materials                                8.2 million share decrease

Crocs (CROX)                                     8.0 million share decrease

Comcast                                            6.6 million share decrease

Data from NASD and WSJ

Douglas A. McIntyre

    

Posted on: August 26, 2007 – 1:38 pm in HI/LOW, , , , , , , , , , , , , , , , , , , , , , ,

Short Interest: NASDAQ Semiconductor Stocks (June, 2007)

Stock Tickers: QQQQ, NVDA, MXIM, AMAT, INTC, KLAC, MCHP, SNDK, ISIL, ALTR, ATML, LLTC, NVLS, ONNN, XLNX, IDTI

This pretty much confirms the rise in the June-2007 short interest of NYSE-listed chip stocks that we observed last week.  Here is the short interest for June 2007 versus May 2007, and we noted the change on each.

Stock (Ticker)                                          June        May    Change
NVIDIA (NVDA)                                        20.7M    11.7M    +76.5%
Maxim Integrated Prod. (MXIM)            11.9M    9.16M    +29.8%
Applied Materials (AMAT)                        53M    41.59M   +27.48%
Intel (INTC)                                            100.1M    81.2M    +23.3%
KLA-Tencor (KLAC)                              21.14M    17.1M    +23.2%
Microchip Tech.    (MCHP)                     8.77M    7.64M    +14.8%
SanDisk (SNDK)                                   24.57M   21.58M   +13.9%   
Intersil Corp. (ISIL)                                 7.86M     7.76M     +1.2%
Altera (ALTR)                                           22.1M     21.9M     +1%
Atmel (ATML)                                           10.6M     9.70M     +9.9%
Linear Tech (LLTC)                                18.4M     18.4M      flat
Novellus (NVLS)                                     15.1M      15.3M     -1.1%
ON Semiconductor (ONNN)                 24.1M      25.5M    -5.7%
RAMBUS (RMBS)                                               7.62M        8.27M      -7.9%
Xilinx (XLNX)                                           21.28M    23.9M      -10.9%
Integrated Device Tech. (IDTI)              4.27M     5.56M     -23%

The NASDAQ 100 Trust (QQQQ) saw its short interest rise more than 26%, with its short interest carried at 197.6 million shares in June compared to 156.6 million in May.

Jon C. Ogg
June 27, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.

Posted on: June 27, 2007 – 3:45 am in Semiconductor, Short Interest, , , , , , , , , , , , , , , , ,