Posts for Ticker ‘USD’

Applied Materials 360-Degree View Before Earnings (AMAT, SMH, USD)

AMAT LogoApplied Materials Inc. (NASDAQ: AMAT) is on deck for earnings this afternoon right after the market closes. The chip equipment giant, and relatively new solar player, is the king of its sector to most traders and investors and will potentially have an impact on all the chip equipment stocks in the sector.  Estimates from Thomson Reuters are $0.03 EPS and $1.32 billion in revenues for its October quarter, which is also its year-end with estimates of -$0.14 EPS and $4.80 billion in revenues.

Applied Materials does represent about 13.55% of the Semiconductor HOLDRs (NYSE: SMH) ETF, but only represents about 5% of the Ultra Semiconductor ProShares (NYSE: USD) ETF.  We will be looking to its fiscal-2010 comments more than this last quarter.
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Posted on: November 11, 2009 – 12:12 pm in Alternative Energy, Earnings, Semiconductor, Technology Companies, , ,

Intel Bedazzles (INTC, SMH, USD)

Intel LogoIntel Corporation (NASDAQ: INTC) has just reported earnings and gave guidance for the quarter ahead.  The processor giant posted $0.33 EPS and $9.39 billion in revenues.  Consensus estimates from Thomson Reuters were $0.28 EPS and $9.04 billion in revenues.  Gross margin also came in 57.6%, above expectations of 54%.  Intel gave guidance of  $10.1 billion in revenues, plus or minus $400 million; it also gave guidance for 62% gross margin, plus or minus 3 points.  Next quarter’s estimates from Thomson Reuters are $0.34 EPS on $9.51 billion in revenues.
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Posted on: October 13, 2009 – 4:20 pm in Earnings, Semiconductor, Technology Companies, , ,

Intel To Set Tech Earnings Pace (INTC, AMD, SMH, USD)

Intel LogoIntel Corporation (NASDAQ: INTC) reports earnings after the close of trading today and is the first of the tech giants to report.  Consensus estimates from Thomson Reuters have actually come up a bit in recent days on rounding higher.  We now show that consensus estimates are $0.28 EPS and $9.04 billion in revenues (up from $0.27 and $9.02 billion last week).  Intel does generally offer guidance and next quarter estimates are $0.34 EPS on $9.51 billion in revenues.   What we want to look at are what the charts, analysts, and stock options are factoring in.

  • While we will be looking for direct comparisons in Microsoft, Advanced Micro Devices Inc. (NYSE: AMD) is the most directly tied to the company because of processors.  And in ETF-Land, Intel’s weighting in the Semiconductor HOLDRs (NYSE: SMH) is approximately 23% and it is 29.1% of the weighting of the Ultra Semiconductor ProShares (NYSE: USD).

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Posted on: October 13, 2009 – 12:25 pm in ETF, Earnings, Semiconductor, Technology Companies, , , ,