"Marvell Technology (MRVL) delivered disappointing results for its fiscal Q4 2011 (ended January 2011), as well as even more disappointing guidance for its fiscal first quarter," notes tech sector expert Paul McWilliams.

The editor of Next Inning newsletter continues, And to make matters worse, it had one of the poorest conference call presentations that I've ever heard from a major semiconductor company. Nevertheless, we are adding to our position. Here's why.

Continue reading Marvell Technology (MRVL): 'Bad News Buy'

Marvell Technology (MRVL): 'Bad News Buy' originally appeared on BloggingStocks on Wed, 09 Mar 2011 13:00:00 EST. Please see our terms for use of feeds.

"Taiwan's economy and its stock market should post solid growth in 2011; we also see warming relations between the island of Taiwan and mainland China," suggests global specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "Technology should be a major beneficiary of these near-term themes and Taiwan Semiconductor Manufacturing (TSM) is our favorite stock for exposure to the technology turnaround.

"Demand for notebook computers remains solid and mobile phones are expected to sell strongly during the Chinese New Year holiday this week, which will lead to inventory restocking.

Continue reading Taiwan Semiconductor (TSM): Tech Turnaround

Taiwan Semiconductor (TSM): Tech Turnaround originally appeared on BloggingStocks on Fri, 18 Feb 2011 13:00:00 EST. Please see our terms for use of feeds.

"QuickLogic (QUIK) recently reported fourth quarter revenue slightly below its revised guidance, and forecast that Q1 new product revenue would be down roughly $100K," notes tech sector specialist Paul McWilliams.

In his Next Inning newsletter, he explains, "Both are clearly disappointing pieces of news. However, as I see it, the disappointment ends there, and I continue to own these shares.

"The semiconductor company makes products that enable customers to add new features, extend battery life and enhance images on mobile and consumer products.

Continue reading Tech Expert Eyes QuickLogic (QUIK)

Tech Expert Eyes QuickLogic (QUIK) originally appeared on BloggingStocks on Tue, 15 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"PMC-Sierra (PMCS) -- our top pick for 2011 -- develops semiconductor system solutions for advanced communications," notes Daniel Frishberg.

The editor of The MoneyMan Report explains, "This choice is based on our forecast is for accelerating growth in the U.S. along with powerful growth sustained in developing markets. In our view, this should lead to rapid acceleration in PMCS' stock price.

Continue reading Top Picks 2011: PMC-Sierra (PMCS)

Top Picks 2011: PMC-Sierra (PMCS) originally appeared on BloggingStocks on Sat, 08 Jan 2011 09:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Cree Inc. (CREE), a semiconductor equipment company based in Durham, North Carolina, is my top investment idea for the coming year," says trading specialist Rick Pendergraft.

The editor of Cabot Options Trader explains, "The stock has experienced tremendous growth in the last few years with a long-term growth rate of 22%.

Continue reading Top Picks 2011: Cree (CREE)

Top Picks 2011: Cree (CREE) originally appeared on BloggingStocks on Sun, 02 Jan 2011 15:00:00 EST. Please see our terms for use of feeds.

"Research firm Gartner recently projected PC shipments would rise 14% this year and 16% next year, down from a September forecast of 18% growth in both periods," notes Richard Moroney.

The editor of Dow Theory Forecasts explains, "Intel (INTC), which provides microprocessors for 81% of PCs, is highly dependent on computer sales. However, the semiconductor giant's share price already reflects plenty of pessimism.

Continue reading Intel (INTC): Priced for Pessimism

Intel (INTC): Priced for Pessimism originally appeared on BloggingStocks on Wed, 15 Dec 2010 10:30:00 EST. Please see our terms for use of feeds.

"We have chosen Intel (INTC), the world's largest semiconductor manufacturer, as our last 'Bargain Stock'," notes Vita Nelson, who focuses on stocks offering dividend reinvestment plans.

The editor of Direct Investing explains, "Intel set a 52-week high back on April 15, and a 52-week low on August 31. The stock has yet to rebound from the August swoon -- in spite of record earnings in the first and second quarters.

"The company earned 43 cents per share in the first quarter and 512 cents in the second. Those results were aided by pent-up global chip demand, as manufacturers began digging deep into their inventories.

Continue reading Intel (INTC): Screaming to Be Bought?

Intel (INTC): Screaming to Be Bought? originally appeared on BloggingStocks on Thu, 30 Sep 2010 10:00:00 EST. Please see our terms for use of feeds.

"Two downgrades were just issued for Intel (INTC); these downgrades are based on the contention that, in so many words, INTC will fail to realize its revenue guidance for its third quarter," says Paul McWilliams, adding, "But I think that these analyst will be proven wrong."

The tech sector specialist and editor of Next Inning explains, "Revenue estimates provided by these analysts for all of the last five quarters have been less accurate than what you would expect if you simply pulled random numbers from a fruit jar. And, in each case, their estimates have radically underestimated INTC's performance.

Continue reading Intel: Stay Bullish, Despite Downgrades

Intel: Stay Bullish, Despite Downgrades originally appeared on BloggingStocks on Wed, 11 Aug 2010 10:00:00 EST. Please see our terms for use of feeds.

Continue reading Semis & Renewable Energy: 7 Contrarian Favorites

Semis & Renewable Energy: 7 Contrarian Favorites originally appeared on BloggingStocks on Tue, 10 Aug 2010 15:00:00 EST. Please see our terms for use of feeds.

Continue reading Intel (INTC): 'Another Blowout Quarter'

Intel (INTC): 'Another Blowout Quarter' originally appeared on BloggingStocks on Thu, 15 Jul 2010 10:40:00 EST. Please see our terms for use of feeds.

"We've been holding off adding Applied Materials (AMAT) for the last several weeks in hopes that we'd be presented with a more attractive entry point; that price level has materialized, and now's the time to add this semiconductor giant to our portfolio," says Jonas Elmeraji.

The editor of The Rhino Stock Alert explains, "From the emergent technologies coming out of its research and development department to the consistent revenue streams from Applied's semiconductor equipment business, this firm has the value case and growth prospects to warrant a significantly higher share price.

Continue reading Applied Materials (AMAT): Semis and Nanotech

Applied Materials (AMAT): Semis and Nanotech originally appeared on BloggingStocks on Thu, 08 Jul 2010 10:00:00 EST. Please see our terms for use of feeds.

"The tech sector remains one of the more attractive areas for investment. One stock in the technology group that offers a lot to like right now is Intel (INTC)," says Chuck Carlson.

The editor of The DRIP Investor explains, "And the recent pullback in the stock price is now offering an excellent opportunity to begin building a position in these shares.

"I like the fact that the company is coming off three quarters of much-better-than expected earnings. I like the stock's valuation at just 11 times the consensus 2010 earnings estimate of $1.87. That seems cheap to me given the expected profit growth for this year and next.

Continue reading A Lot to Like at Intel

A Lot to Like at Intel originally appeared on BloggingStocks on Wed, 07 Jul 2010 10:00:00 EST. Please see our terms for use of feeds.

The growth stock specialist and editor of The Cabot Top Ten explains, "Eventually, this correction will give way to a new uptrend. Meanwhile, we've found several interesting growth stories; our favorite is NetLogic Microsystems (NETL).

Continue reading NetLogic Microsystems (NTEL): In the Chips

NetLogic Microsystems (NTEL): In the Chips originally appeared on BloggingStocks on Tue, 23 Feb 2010 11:40:00 EST. Please see our terms for use of feeds.

The editor of The Oberweis Report explains, "In particular, bet on companies building the latest generation semiconductors or facilitating greater network bandwidth. In particular, we like new pick Cirrus Logic (CRUS).

Continue reading Cirrus Logic (CRUS): In the Chips with 1,000 Patents

Cirrus Logic (CRUS): In the Chips with 1,000 Patents originally appeared on BloggingStocks on Wed, 10 Feb 2010 10:10:00 EST. Please see our terms for use of feeds.

Taiwan Semiconductor Manufacturing (TSM) is the "Intel of Asia, with established market dominance, big cap stability and high profit margins," says China specialist Jim Trippon.

The editor of The China Stock Digest explains, "Taiwan Semiconductor is the world's first, the largest and the most profitable semiconductor foundry."

Continue reading Taiwan Semiconductor (TSM): The 'Intel' of Asia

Taiwan Semiconductor (TSM): The 'Intel' of Asia originally appeared on BloggingStocks on Tue, 19 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"EZchip Semiconductor (EZCH), a fabless semiconductor company that specializes in network processors, is my top pick for the coming year," says technology sector guru Paul McWilliams.

In his Next Inning newsletter, designed for sophisticated tech investors, he suggests, "I think the upside potential here in 2010 and beyond is significant.

Continue reading Top Picks for 2010: EZchip (EZCH)

Top Picks for 2010: EZchip (EZCH) originally appeared on BloggingStocks on Wed, 30 Dec 2009 10:00:00 EST. Please see our terms for use of feeds.

Paul McWilliams was one of the few to not be surprised by the upside surprises in recent quarterly earnings reports from Intel (NASDAQ: INTC), as he has been consistently more bullish than others on Wall Street.

In his Next Inning, the tech stock specialist -- who personally owns a position in the stock -- offers a detailed and in-depth review of the firm's latest results and outlook.

"For the first time in what now seems like at least a year, not a single analyst on the Intel conference call asked about whether netbook sales were 'cannibalizing' notebook sales.

Continue reading Tech guru looks inside Intel (INTC)

Tech guru looks inside Intel (INTC) originally appeared on BloggingStocks on Fri, 16 Oct 2009 09:00:00 EST. Please see our terms for use of feeds.

Paul McWilliams is well-known for his in-depth and sophisticated analysis of tech stocks in his Next Inning newsletter.

In addition to corporate metrics, he places strong emphasis on superior management. Regarding integrated circuit manufacturer Analog Devices (NYSE: ADI), he notes, "CEO Jerald Fishman really knows how to run a company."

"The numbers posted by Analog Devices and the guidance provided for its fiscal fourth fiscal quarter of 2009 (ends October 2009) were both impressive. And, when taken together, exceeded my expectations.

"As I had expected, there was an inventory adjustment that resulted in a sequential decline in excess of 18% in its shipments to Chinese wireless infrastructure suppliers.

Continue reading Sharp management boosts Analog Devices (ADI)

Sharp management boosts Analog Devices (ADI) originally appeared on BloggingStocks on Fri, 28 Aug 2009 13:15:00 EST. Please see our terms for use of feeds.

"For two years chips stocks have unequivocally stunk; the industry has been mired in a host of problems, including massive overcapacity and shrinking demand," says Toby Smith, adding, "But that's changing."

In his ChangeWave Investing, he suggests, "One recommendation in this sector is SanDisk (NASDAQ: SNDK), the leader in flash memory -- one of the strongest segments in semis today."

"For the second quarter in a row the semiconductor sector is showing major signs of momentum that are so good that the industry ranked at the top of the nearly 20 industries we track each quarter.

"The bottom line is that these results clearly indicate that it is time to be invested in the semis, and the best way to do this is with two short-term plays.

Continue reading Toby Smith: In the chips with Sandisk

Toby Smith: In the chips with Sandisk originally appeared on BloggingStocks on Tue, 30 Jun 2009 15:40:00 EST. Please see our terms for use of feeds.

This post is part of a special report, Global advisors look to China.

"Asian markets now trade at valuations below those of other recession periods, yet investors remain extremely negative and unwilling to buy growth," says Asian stock specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "This combination will allow prudent bargain-hunters to position themselves for the next cycle." Here, he looks at one Asian favorite -- Taiwan Semiconductor (NYSE: TSM).

Continue reading Taiwan Semi (TSM): A buy for bargain hunters

Taiwan Semi (TSM): A buy for bargain hunters originally appeared on BloggingStocks on Sun, 29 Mar 2009 15:30:00 EST. Please see our terms for use of feeds.