BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Glasses-Free 3D TV in the Works from Toshiba]]>http://www.bloggingstocks.com/2010/10/04/glasses-free-3d-tv-in-the-works-from-toshiba/http://www.bloggingstocks.com/2010/10/04/glasses-free-3d-tv-in-the-works-from-toshiba/http://www.bloggingstocks.com/2010/10/04/glasses-free-3d-tv-in-the-works-from-toshiba/#commentsFiled under: ,

Toshiba logoJapanese company Toshiba Corp. (TOSYY) introduced the latest development in three-dimension (3D) television: glasses-free 3D.

The company's latest TV takes one of the biggest customer complaints about 3D TV technology (those bulky glasses) and eliminates said problem. Of course, there is some concern that consumers will not like the newest TV, as they have to sit rather close in order to see the images in 3D. It is recommended that the viewer sit 35.4 inches and 25.6 inches from the respective models.

Continue reading Glasses-Free 3D TV in the Works from Toshiba

Glasses-Free 3D TV in the Works from Toshiba originally appeared on BloggingStocks on Mon, 04 Oct 2010 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3D television3DTvinthenewsLCDtelevisionToshibaMon, 04 Oct 2010 16:30:00 EST<![CDATA[Bill Gates Goes Nuclear]]>http://www.bloggingstocks.com/2010/03/24/bill-gates-goes-nuclear/http://www.bloggingstocks.com/2010/03/24/bill-gates-goes-nuclear/http://www.bloggingstocks.com/2010/03/24/bill-gates-goes-nuclear/#commentsFiled under:

Microsoft (MSFT) founder Bill Gates loves to solve extremely tough problems. For example, he is backing a startup company, TerraPower, which is trying to develop small-scale nuclear reactors. To pull this off, Gates is prepared to shell out several billion dollars.

However, he will also need a strategic partner. And according to a report from the Wall Street Journal, there are preliminary discussions with Toshiba. While the company is best known for its computer business, it also has a strong footprint in nuclear, especially with its U.S.-based Westinghouse division.

Continue reading Bill Gates Goes Nuclear

Bill Gates Goes Nuclear originally appeared on BloggingStocks on Wed, 24 Mar 2010 09:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Bill GatesfeaturedinthenewsTerraPowerToshibaWed, 24 Mar 2010 09:40:00 EST<![CDATA[General Electric's Immelt talks to the French government about Areva]]>http://www.bloggingstocks.com/2009/11/27/general-electrics-immelt-talks-to-the-french-government-about-a/http://www.bloggingstocks.com/2009/11/27/general-electrics-immelt-talks-to-the-french-government-about-a/http://www.bloggingstocks.com/2009/11/27/general-electrics-immelt-talks-to-the-french-government-about-a/#commentsFiled under: , ,

General Electric's (GE) chief executive visited France this week, making what some are calling a "last-ditch bid" to acquire the transmission and distribution arm of Areva, a state-owned French company.

Immelt spent some time with two of the closest advisors to French president Nicolas Sarkozy, hoping to convince Sarkozy to ignore political pressure and realize the benefits of GE's $6 billion offer. The French government is rather adamant about keeping the domestic company home, asking a pairing of two French companies (Schneider Electric and Alstom) to rework their initial bid, which was the lowest.

Continue reading General Electric's Immelt talks to the French government about Areva

General Electric's Immelt talks to the French government about Areva originally appeared on BloggingStocks on Fri, 27 Nov 2009 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ArevaFranceFrench governmentGEGeneral ElectricinthenewsJeffrey ImmeltNicolas SarkozyToshibaFri, 27 Nov 2009 12:00:00 EST<![CDATA[Moody's downgrades Sony]]>http://www.bloggingstocks.com/2009/05/27/moodys-downgrades-sony/http://www.bloggingstocks.com/2009/05/27/moodys-downgrades-sony/http://www.bloggingstocks.com/2009/05/27/moodys-downgrades-sony/#commentsFiled under: ,

Moody's cut Sony Corp.'s (NYSE: SNE) long-term ratings from A2 to A3 today. Slowing growth, price declines, and a strong yen were given as the reasons.

The company expects a second consecutive year of losses and is getting ready to kick off a restructuring plan. Nonetheless, the credit rating agency doesn't expect the Japanese electronics firm to overcome the effects of the global financial crisis -- especially for high-end, high-margin products.

Continue reading Moody's downgrades Sony

Moody's downgrades Sony originally appeared on BloggingStocks on Wed, 27 May 2009 10:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystanalyst downgradecredit ratinginthenewsjpmjpmorganjpmorgan chasemoodysnecratingrating changeratingssnesonytoshibaWed, 27 May 2009 10:20:00 EST<![CDATA[Toshiba to acquire Fujitsu's HDD business]]>http://www.bloggingstocks.com/2009/03/02/toshiba-to-acquire-fujitsus-hdd-business/http://www.bloggingstocks.com/2009/03/02/toshiba-to-acquire-fujitsus-hdd-business/http://www.bloggingstocks.com/2009/03/02/toshiba-to-acquire-fujitsus-hdd-business/#commentsFiled under:

Seagate Technology (NYSE: STX) and Western Digital Corp. (NYSE: WDC) are the two top dogs in the hard drive business. While Seagate's merger with competitor Maxtor years ago should have helped quash Western Digital further, the latter has stayed strong and today has a share price Seagate can only dream of. Indeed, Seagate just tossed out Bill Watkins as CEO as the company tries to put the hurt on the competition. It just got a whole lot harder.

Continue reading Toshiba to acquire Fujitsu's HDD business

Toshiba to acquire Fujitsu's HDD business originally appeared on BloggingStocks on Mon, 02 Mar 2009 17:45:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>fujitsuHard disk drivesHardDiskDrivesHDDSeagateSTXtoshibawestern digitalWesternDigitalMon, 02 Mar 2009 17:45:00 EST<![CDATA[SanDisk (SNDK) falls on Toshiba deal]]>http://www.bloggingstocks.com/2008/10/20/sandisk-sndk-falls-on-toshiba-deal/http://www.bloggingstocks.com/2008/10/20/sandisk-sndk-falls-on-toshiba-deal/http://www.bloggingstocks.com/2008/10/20/sandisk-sndk-falls-on-toshiba-deal/#commentsFiled under: , , , , , , ,

SNDK logoSanDisk (NASDAQ: SNDK - option chain) shares are dropping today after the company agreed to sell part of its capacity in a joint venture with Toshiba. For $1 billion, Toshiba will buy 30% of the manufacturing capacity in the joint venture. SNDK is getting trashed today as investors presumably don't like the idea of selling part of the company in the middle of an economic storm, when values might not be at their highest. SanDisk also reports its Q3 earnings after the close today, with analysts expecting a 27 cents per share loss. If you think this stock won't be rising too far in the coming months, then it could be a good time to look at a bearish hedged play on SNDK.

This morning, SNDK opened at $15.81. So far today the stock has hit a low of $13.83 and a high of $15.85. As of 12:15, SNDK is trading at $14.33, down $1.18 (-7.6%). The chart for SNDK looks neutral and S&P gives SNDK a 3 STARS (out of 5) hold ranking.

For a bearish hedged play on this stock, I would consider a November bear-call credit spread above the $25 range.

Continue reading SanDisk (SNDK) falls on Toshiba deal

SanDisk (SNDK) falls on Toshiba deal originally appeared on BloggingStocks on Mon, 20 Oct 2008 13:08:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dealinthenewsInvestors ObserverInvestorsObserveroptionsSanDiskSNDKToshibaMon, 20 Oct 2008 13:08:00 EST<![CDATA[Best Buy unveils Blue Label customer-designed laptop PCs]]>http://www.bloggingstocks.com/2008/10/09/best-buy-unveils-blue-label-customer-designed-laptop-pcs/http://www.bloggingstocks.com/2008/10/09/best-buy-unveils-blue-label-customer-designed-laptop-pcs/http://www.bloggingstocks.com/2008/10/09/best-buy-unveils-blue-label-customer-designed-laptop-pcs/#commentsFiled under: , ,

Best Buy, Inc. (NYSE:BBY ) is staging a marketing event to deploy two "store brand" laptops that will hopefully address two major complaints of laptop PC buyers - weight and battery life. Of course, this has been the argument for portable PCs for over a decade. The two new laptops are manufactured by Toshiba and Hewlett-Packard Corp. (NYSE: HPQ) and will be sold under the faux brand "Blue Label." This name probably signifies Best Buy's official corporate color more than anything.

Of course, both laptops will retail for $1,199, a hefty price for anything but a high-end retail laptop PC in 2008. If Best Buy is going to price these at $1,200, it better darn sure hope that there is something revolutionary about these two models. Specifically, a battery life increase of at least 50% under normal operating conditions, as well as at least 1.5 pounds less in weight than comparative models that cost half as much. A pound is hugely significant in the laptop PC weight arena -- but Best Buy needs to go beyond that for such a premium price. Agree? Disagree?

Although Best Buy is marketing these as designed by "customer feedback," there's nothing earth shattering here. Battery life and weight have always been at the forefront of wants and needs from the laptop PC consumer. Manufacturers have seen fit to continue making their wares compete with features and aesthetics more than what customers have asked for, such as Apple, Inc. (NASDAQ: AAPL) who clearly gets it. But the Windows PC world? Not so much. Will this be another empty promise or a half-hearted marketing move? We'll see once these two models hit store shelves and customers actually start using them.

Best Buy unveils Blue Label customer-designed laptop PCs originally appeared on BloggingStocks on Thu, 09 Oct 2008 17:15:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>best buyBestBuyblue labelBlueLabelhplaptop pcLaptopPctoshibaThu, 09 Oct 2008 17:15:00 EST<![CDATA[Who will make the next generation of thinner TVs: Samsung, Sony, Panasonic or Toshiba?]]>http://www.bloggingstocks.com/2008/07/03/who-will-make-the-next-generation-of-thinner-tvs-samsung-sony/http://www.bloggingstocks.com/2008/07/03/who-will-make-the-next-generation-of-thinner-tvs-samsung-sony/http://www.bloggingstocks.com/2008/07/03/who-will-make-the-next-generation-of-thinner-tvs-samsung-sony/#commentsFiled under: , , , ,

Panasonic, the main American subsidiary of Matsushita Electric Industrial Co.(NYSE:MC) is getting serious about its bet on the next generation of televisions. Panasonic is going with what's known as OEL (organic electroluminescent) or OLED (Organic Light Emitting Diode) TVs. They're vastly thinner---less than a quarter of an inch---and are supposed to faster, sharper and use less energy. (Some have disputed the last point.) But they could wear out quicker than other TVs, and by organic they just mean carbon based.

Sony (NYSE: SNE) already has the lead in the a OLED TV market. But Sony's TV is only 11 inches and it costs $2,500. They plan to release a 27-inch version "fairly soon," according to this blog dedicated to OLED. Matsushita---which is changing its name to Panasonic come fall---is planning a 37-inch screen for around $1,400, according to Reuters, which was picking the story up from the Japanese newspaper Sankei Shimbun. But that's still years away.

Toshiba (TOSBF) is also working on one, but suffered some delays. Samsung just announced they were investing $530 million in OLED production. There have been plenty of delays in this OLED technology--almost as many as there have been with the rival technology SED (surface-conduction electron-emitter display). Toshiba and Canon (NYSE:CAJ)is the big backers of SED TVs. After years of delays the battle for the next, thinnest TV is heating up.




Who will make the next generation of thinner TVs: Samsung, Sony, Panasonic or Toshiba? originally appeared on BloggingStocks on Thu, 03 Jul 2008 11:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>canoninthenewslcdmatsushitaoeloledorganic electroluminescentOrganicElectroluminescentpanasonicsedsonytelevisiontoshibaTVThu, 03 Jul 2008 11:50:00 EST<![CDATA[Toshiba expects 31% profit slide this year]]>http://www.bloggingstocks.com/2008/03/20/toshiba-expects-31-profit-slide-this-year/http://www.bloggingstocks.com/2008/03/20/toshiba-expects-31-profit-slide-this-year/http://www.bloggingstocks.com/2008/03/20/toshiba-expects-31-profit-slide-this-year/#commentsFiled under: ,

Toshiba Corp. (OTC: TOSBF) will take a beating after admitting defeat in the recent next-generation DVD wars and pulling out of HD DVD. Japan's largest chipmaker, as a result, sliced its full-year profit forecast by a staggering 31% this week to account for the HD DVD defeat as well as falling flash memory costs. It has its hands in both pots and both are going to kill a good chunk of profits this year.

In addition to writing down its HD DVD assets, the market for flash memory has already become brutal this year for Toshiba as well as for the competition like Samsung Electronics and Intel Corp. (NASDAQ: INTC). It's facing its first annual profit drop in over six years based on these two factors, as the company expects its flash memory prices to decline by 50% in its current fiscal year alone. Combine that will the wind-down of HD DVD (yes, there is still hardware inventory in stores), and Toshiba's in for a ride this year.

Let this be a lesson to the Japanese electronics giant: don't participate in risky format wars and minimize your exposure to a volatile market like flash memory (well, if you can). The ridiculous Blu-ray vs. HD DVD wars that existed for years finally came to an end this year, but now one of the parties will lose its shirt -- Toshiba. Sure, licensing revenue would have been great -- just ask Sony Corp. (NYSE: SNE) about this -- but you have to have a compelling reason to win. Toshiba apparently did not.

Toshiba expects 31% profit slide this year originally appeared on BloggingStocks on Thu, 20 Mar 2008 12:05:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>HD DVDHdDvdinthenewsToshibaToshiba Corp.ToshibaCorp.Thu, 20 Mar 2008 12:05:00 EST<![CDATA[Toshiba dumps HD DVD format for good; Blu-ray emerges the winner]]>http://www.bloggingstocks.com/2008/02/18/toshiba-dumps-hd-dvd-format-for-good-blu-ray-emerges-the-winner/http://www.bloggingstocks.com/2008/02/18/toshiba-dumps-hd-dvd-format-for-good-blu-ray-emerges-the-winner/http://www.bloggingstocks.com/2008/02/18/toshiba-dumps-hd-dvd-format-for-good-blu-ray-emerges-the-winner/#commentsFiled under: , , ,

Now that the nation's largest retailer has dumped the HD DVD format, its creator, Toshiba, seems to finally have taken the hint and wants out of the HD DVD business. Wal-Mart Stores, Inc. (NYSE: WMT), which can make a merchandising decision and have an effect on an entire industry, has done just that within the next-generation optical disc format that will replace the standard DVD someday.

Time Warner announced earlier this year that it would back out of the HD DVD format soon, Best Buy, Inc. (NYSE: BBY) indicated that it would slowly stop selling HD DVD as well, and now the final death knell -- Wal-Mart. So, by the end of 2008 (if not before), consumers will finally have one high-definition optical format to choose from and the industry can rally behind it and finally put a worthless format war to rest. Unlike the VHS-Betamax war of the 1980s, Sony Corp. (NYSE: SNE) wins this one since it is the primary technical backer of the Blu-ray format..

So, there you have it -- one format finally emerges the victor. Will the triumph of Blu-ray finally mean increasing fortunes of consumer electronics manufacturers now that a single format can be marketed to consumers? How about Sony, which can now trumpet the Blu-ray capability of its money-losing PlLayStation 3 game console and try to make up for lost opportunities in the gaming market? The good news is that the consumer electronics camp can now price and market Blu-ray as the successor to DVD, lower disc prices and player prices, and urge a whole new generation of purchasers to 'upgrade' to another format yet again. Expect another format sometime in 2018, perhaps called Red-beam or something like that -- and the process will repeat all over again. That is, unless downloads haven't toasted much of the physical media market by then.

Toshiba dumps HD DVD format for good; Blu-ray emerges the winner originally appeared on BloggingStocks on Mon, 18 Feb 2008 10:00:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>bbyBlu-rayDVD format warsDvdFormatWarsHD DVDHdDvdinthenewssnesonyToshibawmtMon, 18 Feb 2008 10:00:00 EST<![CDATA[Best Stocks for 2008: Bright picture for L.G. Philips LCD (LPL)]]>http://www.bloggingstocks.com/2007/12/25/best-stocks-for-2008-l-g-philips-lcd-lpl/http://www.bloggingstocks.com/2007/12/25/best-stocks-for-2008-l-g-philips-lcd-lpl/http://www.bloggingstocks.com/2007/12/25/best-stocks-for-2008-l-g-philips-lcd-lpl/#commentsFiled under: , , ,

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"If you are looking for an excellent technology company with plenty of upside potential, I recommend L.G. Philips LCD Co, LTD (NYSE: LPL)," my favorite aggressive speculation for 2008," says Dennis Slothower, editor of Stealth Stocks.

"The company, located in South Korea, is the world's largest merchant supplier of large-size TFT-LCD panels, primarily used in high-definition televisions, notebook computers, desktop monitors, cell phones and other applications.

"Its display panels are included in products sold by LG Electronics, Philips Electronics, Dell, Hewlett-Packard, Toshiba, and Apple, among others.

"LPL is at the cutting edge of technology and is benefiting from the insatiable demand for consumer electronics. It is also currently trading at low valuations based on sales and book value. At $28 a share LPL is trading only 1.4X sales and 2.4X book value.

"The company has $1.8 billion in cash on its balance sheets and sales are growing at 43% growth rate. Over the trailing 12 months, sales reached more than $14 billion. The intrinsic value on this stock is in the $50 to $60 range, which I see hitting in the next two or three years."

Best Stocks for 2008: Bright picture for L.G. Philips LCD (LPL) originally appeared on BloggingStocks on Tue, 25 Dec 2007 11:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>applebest stocks 2008consumer electronics stocksdelldennis slothowerHDTV stockshewlett-packardL.G. Philips LCD CO. Ltd.L.g.PhilipsLcdCo.Ltd.LCD stockslg electronicslplstealth stockstop stocks 2008toshibaTue, 25 Dec 2007 11:45:00 EST<![CDATA[Earnings highlights: Crocs, Exxon, Kraft, P&G, Sirius, and others]]>http://www.bloggingstocks.com/2007/11/03/earnings-highlights-crocs-exxon-kraft/http://www.bloggingstocks.com/2007/11/03/earnings-highlights-crocs-exxon-kraft/http://www.bloggingstocks.com/2007/11/03/earnings-highlights-crocs-exxon-kraft/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , , ,

Lots more quarterly reports rolled out this past week, and here are some highlights of earnings coverage from BloggingStocks:

Continue reading Earnings highlights: Crocs, Exxon, Kraft, P&G, Sirius, and others

Earnings highlights: Crocs, Exxon, Kraft, P&G, Sirius, and others originally appeared on BloggingStocks on Sat, 03 Nov 2007 10:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ADMAlcatel-LucentALUAlvarionALVRArcher Daniels MidlandAvonAVPBKCBurger KingBurt's BeesChevronCICIGNACiscoCisco SystemsCLCloroxCLXCMCSACoachCOHColgate-PalmoliveComcastCrocsCROXCSCOCVXDELLDISDisneyearningsearnings reportsExxonMobilFordGeneral MotorsGiven ImagingGIVNGMHertzHTZHUMHumanaIACIACIINTCIntelInteractivecorpInternational PaperIPJim CramerJNYJones ApparelKBRKelloggKFTKraftMAMasterCardMicrosoftMSFTNEMNewmontNews Corp.NWSPGProcter and GambleQCOMQualcommR.R. DonnelleyRadio ShackRRDRSHSIRISiriusSprintSprint NextelTEVATime WarnerToshibaTRMPTrumpTWXUAUnder ArmourUS SteelVerizonVZWalt DisneyXXOMZac BissonnetteSat, 03 Nov 2007 10:10:00 EST<![CDATA[Wal-Mart, Best Buy chop Toshiba HD DVD player prices by 50%, again]]>http://www.bloggingstocks.com/2007/11/02/wal-mart-best-buy-chop-toshiba-hd-dvd-player-prices-by-100-ag/http://www.bloggingstocks.com/2007/11/02/wal-mart-best-buy-chop-toshiba-hd-dvd-player-prices-by-100-ag/http://www.bloggingstocks.com/2007/11/02/wal-mart-best-buy-chop-toshiba-hd-dvd-player-prices-by-100-ag/#commentsFiled under: , ,

As I just wrote on this week, HD DVD players hit a new price low when Wal-Mart Stores, Inc. (NYSE: WMT), Amazon.com (NASDAQ: AMZN) and others dropped the price of an older HD DVD player to right under $200 in perfect timing for holiday blowout sales. In the span of just a few days, that price has been cut 50%. Want to get into HD DVD? The price of retail admission now is just $99. Mass market purchase adoption now has clearance to take off.

In Wal-Mart's secret holiday shopping site that was unveiled yesterday, the Toshiba HD DVD unit is featured for $99, although it's not available in stores (just online). My educated guess is that this is a one-time fire sale to clear inventory of an old model, but it could usher in a new low price range for the HD DVD format in the wake of extremely lukewarm customer acceptance.

To be blunt, many just don't see the advantages in a player costing $250 to $500, even with hi-def and all that. At $99 or even $150, things change. Call it the power of the mass-market price model for consumer electronics.

Best Buy, Inc. (NYSE: BBY) has jumped into the fray as well with the same $99 price on the same Toshiba HD DVD model, something I hinted at yesterday. With the largest consumer electronics retailer chiming in here, this confirms it: either Toshiba reduced the sell-through price to its distributors (retailers) to make room for newer models or the retailers want to get the hardware into the hands of consumers to spur software sales.

HD DVD movies range from $25 to $30 generally, which is a much nicer cushion than standard DVD prices of $10 to $18. Sometimes loss leaders are the way to go, just like that nearly-free razor that requires $8 razor blades to function.

Wal-Mart, Best Buy chop Toshiba HD DVD player prices by 50%, again originally appeared on BloggingStocks on Fri, 02 Nov 2007 12:25:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>BBYBest BuyBestBuyHD DVD holiday pricesHD VDV playersHdDvdHolidayPricesHdVdvPlayersToshibaToshiba HD DVD playerToshibaHdDvdPlayerWal-MartWMTFri, 02 Nov 2007 12:25:00 EST<![CDATA[Toshiba sees 38% profit increase for quarter]]>http://www.bloggingstocks.com/2007/10/29/toshiba-sees-38-profit-increase-for-quarter/http://www.bloggingstocks.com/2007/10/29/toshiba-sees-38-profit-increase-for-quarter/http://www.bloggingstocks.com/2007/10/29/toshiba-sees-38-profit-increase-for-quarter/#commentsFiled under: ,

Toshiba Corp. (OTC: TOSBF) saw quarterly operating profit increase of 38% for its latest quarter, due to increases in the sale of flash memory chips and nuclear power plants, according to the Japanese electronics conglomerate. Toshiba is the world's second-largest maker of flash memory chips (the NAND design) behind South Korean competitor Samsung Electronics, and such a large quarterly increase be a telltale sign for the consumer electronics industry.

For example, the storage needs of the world continue to explode every year, but more and more of that insatiable need is being requested by consumers instead of corporate data centers. The form of storage, though, is required to be portable, energy-efficient and super-tiny (think Apple iPod Nano). The solution? NAND flash storage, where Toshiba is a huge player. Apple Inc.'s (NASDAQ: AAPL) iPod line (not the larger, hard drive-based units) and almost every cellphone sold worldwide use some kind of NAND flash storage. As cellphones continue displacing landline phones and grow in capability with portable video and audio players, my guess is that NAND manufacturers will see even brighter days than they have already seen.

Now, here's the sticky part: Toshiba expects NAND prices to fall about 20% in the October-December quarter as the annual price decline continues in that market. Add an annual 50% price decline into the picture and it could strike some as odd. It's not -- this is standard operating procedure considering the supply-demand dynamic taking place. In addition to the red-hot NAND market, Toshiba's division responsible for nuclear reactor building (that's a change, no?) expects an operating profit for the year to come in at over $2.54 billion. Toshiba's largest competitor in that commercial space is General Electric (NYSE: GE).

Toshiba sees 38% profit increase for quarter originally appeared on BloggingStocks on Mon, 29 Oct 2007 12:25:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>AAPLnuclear reactorsNuclearReactorsprofitsemiconductorsTOSBFToshibaMon, 29 Oct 2007 12:25:00 EST<![CDATA[Shortage of NAND flash memory]]>http://www.bloggingstocks.com/2007/10/02/shortage-of-nand-flash-memory/http://www.bloggingstocks.com/2007/10/02/shortage-of-nand-flash-memory/http://www.bloggingstocks.com/2007/10/02/shortage-of-nand-flash-memory/#commentsFiled under: , , ,

Toshiba Corporation (OTC: TOSBF), the large memory chip manufacturer, said that it has sold out of its supply of NAND flash memory. Also, there have been reports that increased handset and smartphone demand is leading to a pick up in demand for chips in general.

Micron Technology (NYSE: MU) reports results today so it will be interesting to see what they have to say and whether any of their diversification efforts are having success.

Intel Corporation (NASDAQ: INTC) recently upped its revenue guidance, National Semiconductor Corporation (NYSE: NSM) reported results in line with positive guidance and Texas Instruments Inc (NYSE: TXN) provided mid-quarter guidance with no positive surprise.

Micron is one moribund stock sitting at a low. The stock looks pretty washed-out with limited downside risk. It may be worth a look going into today's earnings release.

Shortage of NAND flash memory originally appeared on BloggingStocks on Tue, 02 Oct 2007 08:45:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>intcintelmemorymicronmunandnational semiNationalSeminsmtexas instrumentsTexasInstrumentstosbftoshibatxnTue, 02 Oct 2007 08:45:00 EST<![CDATA[Newspaper wrap-up: Energy companies under investigation]]>http://www.bloggingstocks.com/2007/09/17/newspaper-wrap-up-energy-companies-under-investigation/http://www.bloggingstocks.com/2007/09/17/newspaper-wrap-up-energy-companies-under-investigation/http://www.bloggingstocks.com/2007/09/17/newspaper-wrap-up-energy-companies-under-investigation/#commentsFiled under: , , , , ,

MAJOR PAPERS:
OTHER PAPERS:
WEBSITES:

Newspaper wrap-up: Energy companies under investigation originally appeared on BloggingStocks on Mon, 17 Sep 2007 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>dick parsonsDickParsonsibmnew york timesnewspaperNewYorkTimesny timesNyTimespaetpaetecpaidcontent.orgpaperperiodicalsnesonytheinquirer.nettime warnerTimeWarnertosbftoshibatwxwall street journalWallStreetJournalwsjMon, 17 Sep 2007 09:30:00 EST<![CDATA[Blu-ray vs. HD DVD: The battle rages on]]>http://www.bloggingstocks.com/2007/07/26/blu-ray-vs-hd-dvd-the-battle-rages-on/http://www.bloggingstocks.com/2007/07/26/blu-ray-vs-hd-dvd-the-battle-rages-on/http://www.bloggingstocks.com/2007/07/26/blu-ray-vs-hd-dvd-the-battle-rages-on/#commentsFiled under: , , , , , , ,

If you're not up on the ongoing face-off between Blu-ray and HD DVD, here's a quick synopsis on what is becoming the latest technology battle since that long ago technology struggle between VHS and Betamax:

Blu-ray and HD DVD are two next-generation DVD formats fighting to win over consumers. Electronics giant Sony Corporation (NYSE: SNE) developed the Blu-ray format, and is using its Playstation 3 video game console to showcase it. Others supporting Blu-ray include Apple Inc (NASDAQ: AAPL) and Hewlett Packard Company (NYSE: HPQ). HD DVD was developed by the DVD Forum, and is being championed by Microsoft Corporation (NASDAQ: MSFT), Toshiba Corporation (OTC: TOSBF) and Intel Corporation (NASDAQ: INTC), among others. The main difference between the two is that the Blu-ray format can hold more data, while the HD DVD format is less expensive.

Continue reading Blu-ray vs. HD DVD: The battle rages on

Blu-ray vs. HD DVD: The battle rages on originally appeared on BloggingStocks on Thu, 26 Jul 2007 16:25:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>aaplapplebbibbybest buyBestBuyblockbusterblu-raycccircuit cityCircuitCitygegeneral electricGeneralElectrichd dvdHdDvdhewlett packardHewlettPackardhpqintcintelinthenewsmicrosoftmsftsnesonytargettgttosbftoshibaThu, 26 Jul 2007 16:25:00 EST<![CDATA[Gateway recalls 14,000 laptop batteries]]>http://www.bloggingstocks.com/2007/06/20/gateway-recalls-14-000-laptop-batteries/http://www.bloggingstocks.com/2007/06/20/gateway-recalls-14-000-laptop-batteries/http://www.bloggingstocks.com/2007/06/20/gateway-recalls-14-000-laptop-batteries/#commentsFiled under: , , , , , ,

Just when you thought the exploding lithium-ion battery problem was over, Gateway, Inc. (NYSE: GTW) has thrown its laptop into the ring.

Gateway announced yesterday that it is voluntarily recalling around 14,000 Samsung-made laptop battery packs that were sold for three months in 2003. The problem, according to Gateway, is that the lithium-ion battery packs can overheat, potentially causing a fire.

That's hot.

Over 10 million lithium-ion batteries have been recalled worldwide since 2006. The recall has hit computer companies blindly, including Sony Corp (NYSE: SNE), Dell Inc (NASDAQ: DELL), Apple Inc (NASDAQ: AAPL), Lenovo Group (OTC: LNVGY), and Toshiba Corp (OTC: TOSBF). Now Gateway.

Continue reading Gateway recalls 14,000 laptop batteries

Gateway recalls 14,000 laptop batteries originally appeared on BloggingStocks on Wed, 20 Jun 2007 19:39:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>aaplapplebatterydellexplosiongatewaylaptoplenovolithiumlnvgyrecallsamsungsnesonytosbftoshibaWed, 20 Jun 2007 19:39:00 EST<![CDATA[Analyst upgrades 5-14-07: ALJ, AMD, INTC and RMD]]>http://www.bloggingstocks.com/2007/05/14/analyst-upgrades-5-14-07-alj-amd-intc-and-rmd/http://www.bloggingstocks.com/2007/05/14/analyst-upgrades-5-14-07-alj-amd-intc-and-rmd/http://www.bloggingstocks.com/2007/05/14/analyst-upgrades-5-14-07-alj-amd-intc-and-rmd/#commentsFiled under: , , , ,

MOST NOTEWORTHY: Intel Corp (INTC), Advanced Micro Devices, Inc (AMD), Post Properties, Inc (PPS), Analogic Corp (ALOG) and the base metals sector were today's more noteworthy upgrades:
  • DA Davidson raised Intel Corp's (NASDAQ: INTC) rating to Buy from Neutral based on market share gains and unexpected PC growth.
  • American Technology upgraded Advanced Micro Devices Inc (NYSE: AMD) to Buy from Neutral as the firm expects shares to trade higher near-term with data not likely to get worse over the next six months. The firm suspects AMD could win a notebook platform at Toshiba Corp (TOSBF) and expects further offerings at Dell Inc (DELL).
  • Banc of America upgraded shares of Post Properties Inc (NYSE: PPS) to Neutral from Sell and raised their target to $53 from $42 after REIT Wrap, a real estate industry newsletter, reported the company may have already received several unsolicited bids.
  • Stanford upgraded Analogic Corp (NASDAQ: ALOG) to Buy from Hold based on improving fundamentals in the security and medical businesses.
  • Goldman upgraded the base metals sector to Attractive from Neutral as the firm believes above-consensus metal prices for 2008-2009 are sustainable. The firm favors copper fundamentals over nickel, zinc and aluminum and views Freeport-McMoRan Copper & Gold Inc (FCX) as its top pick.
OTHER UPGRADES:
  • BMO Capital raised ResMed Inc (NYSE: RMD) to Outperform from Peer Perform.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).

Analyst upgrades 5-14-07: ALJ, AMD, INTC and RMD originally appeared on BloggingStocks on Mon, 14 May 2007 10:54:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>advanced microAdvancedMicroaljalogalonamdanalogicanalystcopperdellfcxfreeportintcintelmetalpostppsratingresmedrmdshandasndatheflyonthewall.comtoshibaupgradewccwescozincMon, 14 May 2007 10:54:00 EST<![CDATA[How about them Apples: Mac sales move up]]>http://www.bloggingstocks.com/2007/04/19/how-about-them-apples-mac-sales-move-up/http://www.bloggingstocks.com/2007/04/19/how-about-them-apples-mac-sales-move-up/http://www.bloggingstocks.com/2007/04/19/how-about-them-apples-mac-sales-move-up/#commentsFiled under: , , , , ,

Lost this morning in all the news about Hewlett-Packard's (NYSE: HPQ) PC share growth and Dell's (NASDAQ: DELL) fall from grace was the increase in the sales of Apple (NASDAQ: AAPL) Macs reported late yesterday.

Sales of the Mac rose 30% during the first quarter and its market share hit 5% in the U.S., according to Gartner. Hewlett-Packard and Toshiba both grew over 25%, but the Apple number is still impressive. If the Mac continues its current growth, it could pass both Toshiba and Gateway (NYSE: GTW) in the next two years.

Investors forget about the Mac. In the last reported quarter, Mac sales were up 40% to $2.4 billion. That was out of total revenue of $7.1 billion for all of Apple.

iPod sales may falter, and the iPhone may not turn out to be a big hit. But, there is always the Mac, growing at 40% a quarter.

Douglas A. McIntyre is a partner at 24/7 Wall St.

How about them Apples: Mac sales move up originally appeared on BloggingStocks on Thu, 19 Apr 2007 14:15:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>aaplappledellgatewaygtwhpmacmacintoshtoshibaThu, 19 Apr 2007 14:15:00 EST