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MOST NOTEWORTHY: dELiA's Inc. (DLIA), Hearst-Argyle TV (HTV) and Safeway (SWY) were today's noteworthy downgrades:
  • Friedman Billings downgraded dELiA's Inc (NASDAQ: DLIA) to Market Perform from Outperform citing the difficult near-term environment.
  • Deutsche Bank would use Hearst-Argyle TV's (NYSE: HTV) tender offer for the remaining shares of HTV at $23.50 as an opportunity to sell shares and cut the stock to Hold from Buy.
  • Merrill cut Safeway (NYSE: SWY) shares to Sell from Neutral citing the slowing California economy and the potential threat from Wal-Mart (NYSE: WMT) entering the California market with its new Tesco (OTC: TSCDY) format...
OTHER DOWNGRADES:
  • Vimicro (NASDAQ: VIMC) was cut to Underweight from Equal Weight at Morgan Stanley.
  • Citigroup downgraded Samsung to Hold and Hynix Semiconductor to Sell.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Analyst downgrades 8-27-07: DLIA, HTV and SWY originally appeared on BloggingStocks on Mon, 27 Aug 2007 10:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystdeliadliadowngradegreen banksharesGreenBanksharesgrnbhearsthtvhynixratingsafewaysamsungtescotscdyvimcvimicrowal-martwmtMon, 27 Aug 2007 10:40:00 EST<![CDATA[Sandisk set to compete with hard drive industry]]>http://www.bloggingstocks.com/2007/01/04/sandisk-set-to-compete-with-hard-drive-industry/http://www.bloggingstocks.com/2007/01/04/sandisk-set-to-compete-with-hard-drive-industry/http://www.bloggingstocks.com/2007/01/04/sandisk-set-to-compete-with-hard-drive-industry/#commentsFiled under: , , , , , ,

When it comes to the hard drive industry, there has rarely been an example of more cutthroat competition, price drops, mergers and hard-toothed business practices in a single industry. There were over 70 hard drive companies in the late 70s and 80s -- and now you can count the number of companies on a couple of hands. Good reading on this subject is The Innovator's Dilemma.

With industry leader Seagate Technology (NYSE:STX) buying competitor Maxtor in 2004, there are now just a few companies in this space -- Seagate, Hitachi, Western Digital, Samsung, Toshiba and some smaller players. What the market forgets sometimes is that the Internet, DVRs, iPods, and a myriad of other things could not exist without the hard drive -- it has the cost, speed and flexibility to meet these products' demands.

But hold your applause -- while Seagate CEO Bill Watkins says that traditional hard drive technology may be co-existing with Flash technology (chips, not spinning disks), Sandisk Corp. (NASDAQ:SNDK) has released a flash-based hard drive for use in laptops and other similar devices. Will flash-based storage technology ever be as cheap and flexible as those spinning drives inside the PC you're reading this post on? Who knows -- except maybe Sandisk and memory leaders like Hynix and Samsung. By 2010, we'll probably see if co-existence or replacement of one technology with another happens. Place your bets.

[Disclosure: I own STX shares as of 1-4-06]

Sandisk set to compete with hard drive industry originally appeared on BloggingStocks on Thu, 04 Jan 2007 18:12:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>Fibre channelFibreChannelHard drivesHardDrivesHitachiHynixIBMMaxtorSAmsungSCSISeagateSeagate SCSISeagateScsiSerial ATASerialAtaSTXWestern DigitalWesternDigitalThu, 04 Jan 2007 18:12:00 EST