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- Texas Instruments: Not Aggressive Enough
- Ockham Research submits: “Texas Instruments TXN out with pretty good commentary. They raised their fourth quarter net outlook but it wasn’t that much and the stocks had a new high so you need more aggressive …” — CNBC’s Squawk on the Street 12/9/2009 Normally, when a...
- External links 2009-12-09
- Skyworks' Success Yet to Be Reflected in the Market
- Ockham Research submits: Skyworks Solutions SWKS makes analog and mixed signal semiconductors that work mainly with mobile devices and wireless connectivity. Headquartered in Woburn, Massachusetts, SWKS has been winning contracts with mobile device makers because of its ability to give devices said increased functionality. The company is known for...
- External links 2008-10-31
- Intel: The Wait for Recovery Will Be Worth It
- Ockham Research submits: Intel INTC reported earnings at the close of trading Thursday, and we could not help but write about the struggling tech bellwether. There is no doubt that it was a rough quarter for the embattled chip maker, as they warned twice during the quarter of flagging...
- External links 2009-01-15
- Intel Plans to Thrive, Not Just Survive
- Ockham Research submits: Intel INTC released an aggressive plan to spend $7 billion over the next two years to upgrade its U.S. chip manufacturing plants. The investment is planned to produce 7,000 high paying, manufacturing jobs. Intel executives hope that this strategy will keep them at the front of...
- External links 2009-02-10
- SPIL: Cramer's Favorite Semiconductor
- Ockham Research submits: On CNBC’s Mad Money, Jim Cramer has become more bullish over the last few weeks, and last week he even proclaimed that the bottom had been set. While that would be great if he is right, we are not ready to shout from the roof...
- External links 2009-04-07
- Intel Kicks Off Tech Earnings Nicely
- Ockham Research submits: Intel INTC released first quarter earnings today which are a highly anticipated bellwether for the semiconductor industry and more broadly the tech sector. This is a huge week for earnings and Goldman Sachs GS blew the doors off of their quarterly estimates yesterday getting the...
- External links 2009-04-14
- Intel's Buy Into the Device Software Business: Did They Overpay?
- Ockham Research submits: “One of the biggest names Intel, the world’s largest chip maker in the news going on a shopping spree, spending about $880 million to buy a mobile device software company, Wind River Systems. This company, as I mentioned, develops software, Intel making a stance and at...
- External links 2009-06-05
- Texas Instruments: Earnings Beat Was Priced In
- Ockham Research submits: “Let’s go through this because this is a very good report for this company. No question about it. You went through the headline already the 20 cents against the 18-cent estimate. So TI did beat by two cents and now, keep in mind, that expectations...
- External links 2009-07-21
- Applied Materials Expects Profit in Q4
- Ockham Research submits: “Much better than expected top line perform as well, $1.13 billion consensus was around $955 million. The big question here for Applied Materials is going to come with fourth quarter guidance and whether this company is seeing a marked improvement in business for the back half...
- External links 2009-08-12
- Plenty of Upside for AMD?
- Ockham Research submits: “We’re looking at a tale of two chip makers. Advanced Micro poised to get an even bigger chunk of Intel’s chip business. Citi upgrading AMD to a buy from a hold saying the semi-maker could steal even more share in the future. Barron’s agreeing wholeheartedly with...
- External links 2009-08-24
- Marvell Technology Has Turned the Corner
- Ockham Research submits: After reporting better than expected second quarter earnings, Marvell Technology Group MRVL is among the largest gainers, up more than 4.5% midday. The quarter just ended saw the company earn 18 cents, which was better than the street’s expectation of 15 cents per share. ...
- External links 2009-08-28
- Intel Anticipating a Refresh of Corporate IT Spending Cycle
- Ockham Research submits: Intel’s INTC CEO gave a very informative interview to London’s Financial Times on Thursday, in which he discussed reason for optimism for his company in the year ahead. Intel’s stock has recovered after hitting its lowest point in more than a decade in February of...
- External links 2009-09-05
- Tessera Technologies: Growth Prospects Falter
- Ockham Research submits: This has been a week that many investors in Tessera Technologies TSRA would just as soon forget. The stock has fallen more than 25% since the beginning of the week, with the bulk of those losses coming on Friday following a disappointing outlook from the...
- External links 2009-10-30
- Applied Materials Outperforms in Each Category
- Ockham Research submits: “Let’s get to the AMAT news because you see the stock reacting in rather nicely, up 3% on this news. Applied Materials just absolutely blowing through all forecasts here. The company reporting 13 cents a share against the 3 cents that Wall Street was anticipating on...
- External links 2009-11-12
Additional Resources
- Should GE Maintain Its Dividend?
- Ockham Research submits: Generally, when a company finds it necessary to slash its dividend it is a sign of significant trouble in the underlying business and most often the company’s stock drops in reaction to the cut. However, General Electric GE turned conventional wisdom on its ear Monday...
- External links 2009-02-09
- GE's Immelt Leads Insider Buying
- Ockham Research submits: Earlier today it was reported that there had been some significant insider buying at General Electric GE. The buying comes on the heels of the blue chip company slashing its dividend on Friday in order to cushion further losses on its balance sheet. CEO...
- External links 2009-03-02
- Dell: Not Ready to Call a Bottom
- Ockham Research submits: In contrast the tone of some optimistic technology companies, Dell DELL reported on Thursday evening that the bottom in sales of computers could still be ahead. Recently, Intel’s INTC CEO said he was confident that the worst was behind them Chip Makers in Focus, and...
- External links 2009-05-29
- Write-Downs Continue for Home Builder Lennar
- Ockham Research submits: As much as people want to believe in the “green shoots” of a recovery, the housing market continues to be a persistent reminder that all is not well. Wednesday the new homes sales data for May came in lower than expected, and the supply of...
- External links 2009-06-25
- Johnson & Johnson Beats Estimates Yet Again
- Ockham Research submits: “Johnson & Johnson, that’s an important name to the market. Robert: It is indeed. We sort of seeing sort of the best in class coming out first, the valedictorians are stepping out in their fields here with the Johnson & Johnson blue chip and Goldman Sachs,...
- External links 2009-07-14
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