By William Trent, CFA of Stock Market Beat We have written once or twice… per week… about what we have seen as a rising risk of overcapacity at the semiconductor companies. Some people have…
From William Trent, CFA of Stock Market Beat Given the sales weakness in the wireless semiconductor chain, you might wonder whether inventory is also piling up at Broadcom (BRCM). Broadcom says Q4 inventories almost…
Stock Tickers: XLNX, NSM, SMH, XSD, ALTR, NVLS, INTC, AMD Perhaps the easiest way to measure the Semiconductor stocks as a whole is by evaluating the Semiconductor HOLDRs (SMH) and the SPRD Semiconductor (XSD).…
Google has cut a deal with British broadcaster BSkyB to provide video programming and services like e-mail for the television firm’s website. More important, Google video content will appear on BSkyB programming which runs…
By William Trent, CFA at Stock Market Beat At first glance it may seem as though we spoke too soon last Thursday when we criticized talk of more semiconductor acquisitions. Just three days later…
IStocks: (YHOO)(GOOG)(MSFT)(TWX) nternet expert Rafat Ali says that 2007 will be a very bad year for Yahoo! His appraisal is that the company has lost its way and may have to acquire companie to…
Yahoo! will moves its CFO up the ladder putting her in charge of critical functions like ad sales. The company’s COO and other top brass will leave. The move is surprisingly similar to one…
Stocks: (EBAY)(GOOG) It is no secret that this is a good holiday season for online shopping. E-commerce sales are up about 24% through the first month of the period. And, EBay has been up…
Stocks: (MSFT)(SNE) Nintendo says it will do better than Wall St. expects. And, Wall St. expects a great deal. The company said that profit for the March fiscal will rise 60% to $1.26 billion.…
By William Trent, CFA of Stock Market Beat Semiconductor Equipment and Materials, International (SEMI) the trade group that brings us the monthly equipment sales statistics. Chip Equipment Sales Seen Spiking in ‘06: Financial News…
CMGI (CMGI) is one of the old Internet incubators, and it is trading higher in after-hours trading. The company closed up $0.04 at $1.37 in regular trading, but shares were up at $1.44 in…
Stocks: (YHOO)(RTRSY) Recent research shows that Yahoo! has a healthy lead over other internet companies like AOL and Google in terms of wireless device usage. There is some chance that this could help offset…
By William Trent, CFA of Stock Market Beat As we anticipated, the latest semiconductor sales report suggests that supply and demand imbalances will no longer worsen, as it now seems likely that within a…
Stocks: (AMZN)(MSFT)(AAPL) New Comscore figures on holiday e-commerce spending show that spending from Nov 1 to Dec 1 2006 is up 24% to $11.75 billion. Perhaps more important, visitors to retailing sites is up…
By William Trent, CFA of Stock Market Beat When we heard that Intel (INTC) was cutting prices on its new quad-core chips, we said “Since AMD has no direct competitor to Intel’s quad-core design,…