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- SanDisk: Citi Analyst Ellis Was Right
- Shlomi Cohen submits: Last week saw the departure of analyst Craig Ellis from Citigroup, who covered SanDisk Corporation (Nasdaq:[[SNDK]]) and msystems before that. To his credit, it must be said that the closing chapter of his term as the bank's analyst covering SanDisk was far more successful than his...
- External links 2008-11-25
- Mellanox Is in a Good Place
- Shlomi Cohen submits: I am adding Mellanox Technologies Ltd. (Nasdaq:MLNX) to my portfolio tracked by "Globes". The Yokne'am-based company is a neighbor of EZchip Semiconductor Ltd. (Nasdaq: EZCH) and Marvell Technology Group's (Nasdaq: MRVL) Israeli unit. If investors in EZchip are adding a substantial premium on the basis of future...
- External links 2009-02-11
- Bottoms Up for Chip Sector
- Shlomi Cohen submits: Based on the results reported last week by two semiconductor firms Sigma Designs (Nasdaq: SIGM) and Marvell Technology Group (Nasdaq: MRVL) that are held in my portfolio, tracked by "Globes", it may be assumed that we have reached a bottom. In the quarter ended January, Marvell's...
- External links 2009-03-12
- What Mellanox Can See That Ceragon Cannot
- Shlomi Cohen submits: Springtime often brings with it many investor conferences, such as the JP Morgan Global Technology, Media and Telecom Conference, a major conference taking place in Boston. Here, in Tel Aviv, investment house Oppenheimer held its annual Israeli conference earlier this week, and Oppenheimer managing director and...
- External links 2009-05-20
- Sigma's Share Price a Cause for Concern?
- Shlomi Cohen submits: Amdocs Ltd. (NYSE: DOX), which I hold in my portfolio tracked by "Globes", has appeared every so often in the Israeli press in negative items about layoffs or leaving offices. However, it recently held a fairly optimistic analysts' day in New York, which encouraged investors. Sometimes,...
- External links 2009-05-27
- SanDisk / Samsung Deal: Less Is More
- Shlomi Cohen submits: Investment house Goldman Sachs recommends buying shares in chip companies [[ADI]], Marvell Technology Group (Nasdaq:MRVL), and SanDisk Corporation (Nasdaq: SNDK). SanDisk was raised to a "Buy" with a target price of $22 on Thursday, a day after announcing a new royalties agreement with Samsung. Despite the...
- External links 2009-06-03
- As Hardware Markets Evolve, Marvell Purrs and Intel Stutters
- Shlomi Cohen submits: Goldman Sachs analysts concluded from twenty meetings with hardware manufacturers in the Far East that there is about to be no large fall in demand, and that the second half of the year will be in accordance with the trend in previous years, that is, seasonally...
- External links 2009-06-16
- Adding Orbotech On Close Inspection
- Shlomi Cohen submits: This week I am adding Orbotech Ltd. (Nasdaq: ORBK) to my portfolio tracked by "Globes". I am paying for it with funds from selling half the portfolio's stake in ClickSoftware Technologies Ltd. (Nasdaq: CKSW), which has yielded a very nice 93% return in two and a...
- External links 2009-07-22
- Will Short Sellers Have Regrets About Sigma Designs?
- Shlomi Cohen submits: Two companies held in my portfolio tracked by "Globes" will report results this week for their quarter ended July 31: IPTV chip company Sigma Designs SIGM and Marvell Technology Group (Nasdaq: MRVL). Sigma Designs was second on Fortune's list of fastest growing public companies over the...
- External links 2009-08-26
Additional Resources
- Who Has Designs on Sigma?
- Shlomi Cohen submits: Three of the companies in my portfolio, tracked by "Globes" are unveiling their second quarter results this week. First to step up to the plate was printed circuit board maker Eltek ELTK, which will be followed after the bell on Thursday by semiconductor company Marvell Technology...
- External links 2008-08-27
- Sandisk Has Some Explaining to Do; Marvell's CFO Sets Up for Success
- Shlomi Cohen submits: Will SanDisk come clean? The most interesting news of the companies currently in my portfolio tracked by "Globes", will come from SanDisk Corporation SNDK, whose CFO Judy Bruner will be talking to investors on at the conference on Thursday, an hour and a half before...
- External links 2008-09-03
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