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- AMD's Q3 Surprises, But Street Stays Skeptical
- Eric Savitz (Barron's) submits: Advanced Micro Devices AMD surprised the Street on several fronts with its Q3 earnings report. Revenues were higher than expected, even before a $191 million one-time licensing windfall that the analysts had not expected. The company had big growth in its graphics business, where it...
- External links 2008-10-17
- SanDisk: The Jerry Yang School of Investor Relations?
- Eric Savitz (Barron's) submits: SanDisk SNDK shares are sharply lower this morning after Samsung withdrew its offer to acquire the company. In a letter to SanDisk disclosed late yesterday, Samsung Electronics CEO Yoon Woo Lee said he is “disappointed” that the two companies could not reach an agreement....
- External links 2008-10-22
- Applied Materials: Ahead of Wednesday Earnings, the Pressures Mount
- Eric Savitz (Barron's) submits: The Street’s current attitude on Applied Materials AMAT, which reports earnings after the close on Wednesday, is that investors should be prepared for the worst. The stock, which lost ground yesterday following an Oppenheimer downgrade, and other negative chatter from the Street, today has extended...
- External links 2008-11-11
- Qimonda: 'In Talks' with Bankruptcy Looming
- Eric Savitz (Barron's) submits: Something is going to happen soon in the Qimonda QI saga, one way or the other. This morning, the troubled memory chip company said it is “making progress in its discussions with strategic and financial investors on potential partnerships,” and that as a result...
- External links 2008-12-01
- More Ominous News for Semis
- Eric Savitz (Barron's) submits: Taiwan Semiconductor TSM today said that its Q4 revenues will be below the guidance the company provided a month ago due to “a reduction of wafer shipments resulting from continuing weakness in global economic conditions.” The contract chip manufacturer now sees Q4 revenue of between...
- External links 2008-12-01
- Infineon's Woeful Outlook Is a Result of Apple's Slowed iPhone Production
- Eric Savitz (Barron's) submits: Buried in the long, confessional press release from Infineon IFX about its woeful outlook is a tidbit that appears to confirm recent reports that Apple AAPL has slowed production of the iPhone. In the release, Infineon reports that “revenues in the Wireless Solutions segment”...
- External links 2008-12-03
- Applied Materials: Citigroup Thinks Semi Bottom Is In
- Eric Savitz (Barron's) submits: Has the semiconductor equipment sector hit rock bottom? Citigroup’s Timothy Arcuri thinks conditions in the industry may finally have gotten so bad that they can’t get any worse. Which for the stock, he says, is good. “We think chipmakers have finally reached “maintenance” cap ex,”...
- External links 2008-12-04
- Memory Market: Supply Rationalization Underway
- Eric Savitz (Barron's) submits: Is it time to buy the memory chip stocks? Dinesh Moorjani, an analyst at American Technology Research, this morning raised his ratings on both Micron Technology MU and SanDisk SNDK, asserting that after years of dramatic supply expansion, the NAND flash And DRAM bit...
- External links 2008-12-05
- DRAM Cutbacks Prompt UBS to Upgrade Micron
- Eric Savitz (Barron's) submits: UBS semiconductor analyst Uche Orji Wednesday morning upgraded Micron MU to Buy from Neutral, while maintaing his $5 price target. He says that, while the stock has rallied sharply in the last few weeks, the company should benefit from sharp cutbacks in DRAM supply “which...
- External links 2009-01-07
- The Street Is Nervous Anticipating Intel's Earnings
- Eric Savitz (Barron's) submits: Thursday afternoon, Intel INTC will kick-off the Q4 earnings season. There shouldn’t be a lot of surprises on the Q4 results, given that the company’s January 7 warning that revenues for the quarter were about $8.2 billion, down 20% sequentially from Q3, with gross margin...
- External links 2009-01-14
- Marvell Rallies Despite Warnings
- Eric Savitz (Barron's) submits: Marvell MRVL shares staged a surprise rally Friday despite its warning after the close Thursday that results for its fiscal fourth quarter ending January would be far worse than previous expected. The company is now forecasting revenue for the quarter of $500 million to $520...
- External links 2009-01-25
- Texas Instruments Cutting Staff 12%; Sees Big Q1 Rev Drop
- Eric Savitz (Barron's) submits: Texas Instruments TXN Monday afternoon said it will cut its staff by 12%, including 1,800 layoffs and 1,600 voluntary retirements and departures. The company will take about $300 million in related charges. TI said total saving from the latest cuts and the restructuring of its...
- External links 2009-01-26
- Tessera Tantalizes with Patent Potential
- Eric Savitz (Barron's) submits: Surprise, surprise: a small-cap chip company meets estimates, satisfies the street with its outlook, and sees its stock soar. $562 million market cap Tessera Technologies TSRA designs devices that attach chips to printed circuit boards and gets royalty payments for the use of those designs...
- External links 2009-02-03
- Marvell: Beats Street, but Announces 15% Staff Cut
- Eric Savitz (Barron's) submits: Marvell Technology MRVL Thursday afternoon said it will reduce its workforce by 15%, resulting in the loss of about 850 jobs. The company also posted slightly better than expected results for its fiscal fourth quarter ended January 31. Revenue was $513 million, a bit...
- External links 2009-03-06
- Texas Instruments Narrows Guidance
- Eric Savitz (Barron's) submits: Texas Instruments TXN Monday afternoon narrowed its Q1 guidance. The company now sees revenue of $1.79 billion to $2.05 billion, compared to a previous range of $1.62 billion to $2.12 billion. The mid-point of the range is now $1.92 billion, up from $1.87...
- External links 2009-03-09
- Taiwan Semi Raises Guidance
- Eric Savitz (Barron's) submits: In an upbeat sign for the chip industry, Taiwan Semiconductor TSM has raised its revenue guidance for its fiscal first quarter ending March 31. The contract chip fab says it now sees revenue for the quarter of between NT$36 billion and NT$38 billion, above previous...
- External links 2009-03-10
- National Semi: Profit Beats Street, but Plans to Cut Workforce 26%
- Eric Savitz (Barron's) submits: National Semiconductor NSM Wednesday morning announced plans to cut its 6,500-member workforce by 26%. The chip maker said it will immediately eliminate 850 jobs in sales, marketing, manufacturing, support an other functions, with another 875 cuts to follow over the next several quarters as the...
- External links 2009-03-11
- Intel: Is There Growth Potential Beyond the Core?
- Eric Savitz (Barron's) submits: Broadpoint.Amtech analyst Doug Freedman Thursday morning upped his rating on Intel INTC to Buy from Neutral, setting a new price target of $17, up from $13. His thesis is that the market has yet to price into the stock the company’s “serious attack on new...
- External links 2009-03-12
- Intel Upgraded on Expectation of Industry Trough
- Eric Savitz (Barron's) submits: Caris & Co.’s Betsy Van Hees Monday morning upped her rating on Intel INTC to Buy from Below Average, increasing her price target on the stock to $18, from $11.50, on the theory that “the semiconductor industry is close to the bottom of a grueling...
- External links 2009-03-16
- Be Kind to Intel Day
- Eric Savitz (Barron's) submits: Apparently, it is Be Kind To Intel INTC Day. Needham analyst Y. Edwin Mok Wednesday morning raised his rating on Intel to Buy from Hold, setting an $18 price target. He writes that “recent checks suggest orders are tracking better than expected,” and...
- External links 2009-03-18
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