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[Can AMD Regain Lost Server Processor Share?]]>http://www.bloggingstocks.com/2011/03/21/can-amd-regain-lost-server-processor-share/http://www.bloggingstocks.com/2011/03/21/can-amd-regain-lost-server-processor-share/http://www.bloggingstocks.com/2011/03/21/can-amd-regain-lost-server-processor-share/#commentsFiled under: ,

AMD logoAdvanced Micro Devices (AMD) mainly competes with Intel Corporation (INTC) in the server processor market. By our estimates, server processors constitute around 20% of AMD's stock price.

AMD's market share in server processors was at its peak in 2006, at around 25%, driven by the success of its Opteron series of processors. But very soon Intel regained its lost share by introducing the Xeon processor and releasing upgrades and newer products in the following years. AMD's loss was compounded when it was late in its launch of the Barcelona chip in 2008.

Continue reading Can AMD Regain Lost Server Processor Share?

Can AMD Regain Lost Server Processor Share? originally appeared on BloggingStocks on Mon, 21 Mar 2011 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AMDchipssemiconductorsMon, 21 Mar 2011 15:40:00 EST<![CDATA[Nvidia (NVDA): In the Chips with Tegra 2?]]>http://www.bloggingstocks.com/2011/02/28/nvidia-nvda-in-the-chips-with-tegra-2/http://www.bloggingstocks.com/2011/02/28/nvidia-nvda-in-the-chips-with-tegra-2/http://www.bloggingstocks.com/2011/02/28/nvidia-nvda-in-the-chips-with-tegra-2/#commentsFiled under: ,

"Chip stocks have always been tough to invest in, as the group has vicious ups and downs," observes Mike Cintolo.

Nevertheless, explains, the editor of Cabot Top Ten Weekly, "Nvidia (NVDA) is one of the hottest stocks out there because investors think it might have the next big thing in the chip world-dubbed Tegra 2.

"Despite the volatility in the chip sector, history shows that many chip firms can produce huge gains if they have a unique new product that's serving a mass market (or, sometimes, a new market ... like camera cell phones back in the early 2000s).

Continue reading Nvidia (NVDA): In the Chips with Tegra 2?

Nvidia (NVDA): In the Chips with Tegra 2? originally appeared on BloggingStocks on Mon, 28 Feb 2011 10:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cabot top ten weeklychip stocksfeaturedmike cintoloNvdanvidasemiconductorssteven halperntech stockstechnology stockstegra 2thestockadvisors.comMon, 28 Feb 2011 10:20:00 EST<![CDATA[Texas Instruments (TXN): Growth and Value]]>http://www.bloggingstocks.com/2010/11/03/texas-instruments-txn-for-growth-and-value/http://www.bloggingstocks.com/2010/11/03/texas-instruments-txn-for-growth-and-value/http://www.bloggingstocks.com/2010/11/03/texas-instruments-txn-for-growth-and-value/#commentsFiled under: , ,

Texas Instruments (TXN) logo"Texas Instruments (TXN) was roughed up pretty badly in 2008 and 2009. Profits fell sharply for this semiconductor giant, as did the stock price," says dividend reinvestment plan specialist Chuck Carlson.

The editor of The DRIP Investor explains, "The shares plummeted from nearly $40 per share in 2007 to $13 in early 2009. The stock has come roaring back from the 2009 lows, paced by impressive rebounds in sales and profits.

"For 2010, Texas Instruments should post record per-share profits in the vicinity of $2.47 per share. Based on that estimate, the stock seems cheap at less than 12 times earnings.

Continue reading Texas Instruments (TXN): Growth and Value

Texas Instruments (TXN): Growth and Value originally appeared on BloggingStocks on Wed, 03 Nov 2010 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chuck carlsondrip investorfeaturedgrowth investingsemiconductorstechtexas instrumentthestockadvisors.comtxnvalue investingWed, 03 Nov 2010 10:30:00 EST<![CDATA[Is Intel's Strong Q2 Signaling Something About the Economic Recovery?]]>http://www.bloggingstocks.com/2010/07/15/is-intels-strong-q2-signaling-something-about-the-economic-reco/http://www.bloggingstocks.com/2010/07/15/is-intels-strong-q2-signaling-something-about-the-economic-reco/http://www.bloggingstocks.com/2010/07/15/is-intels-strong-q2-signaling-something-about-the-economic-reco/#commentsFiled under: ,

Intel Corporation (INTC), first discussed here on March 30, 2009 at a price of $14.72, posted second quarter earnings of 51 cents per share, well above the First Call estimate of 43 cents -- a performance that provides additional evidence that consumer/corporate tech spending continues to increase. And I obviously still like the shares here.

Intel also said it sees third quarter revenue of $11.2 billion to $12 billion -- well above the First Call estimate of $10.9 billion.

The above means Intel should post a 25-30% revenue gain in 2010, driven by
by inventory rebuilding, stronger orders for current/future microprocessors, and market share gains.

Continue reading Is Intel's Strong Q2 Signaling Something About the Economic Recovery?

Is Intel's Strong Q2 Signaling Something About the Economic Recovery? originally appeared on BloggingStocks on Thu, 15 Jul 2010 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chip makerintelsemiconductorsThu, 15 Jul 2010 17:00:00 EST<![CDATA[Make a Quick 35-40% in Tower Semiconductor]]>http://www.bloggingstocks.com/2010/06/01/make-a-quick-35-40-in-tower-semiconductor/http://www.bloggingstocks.com/2010/06/01/make-a-quick-35-40-in-tower-semiconductor/http://www.bloggingstocks.com/2010/06/01/make-a-quick-35-40-in-tower-semiconductor/#commentsFiled under: ,

It's a volatile market out there, but investors shouldn't take that as a sign that they should run for the hills. The bottom line is that volatility can cut both ways -- and while most traders are more concerned with the downside risks, that shouldn't overshadow the potential for quick and substantial gains with a well-timed swing trade.

In my book, one of the best short-term buys you can make right now is a well-timed in and out in small cap tech stock Tower Semiconductor Ltd. (TSEM). Shares cost about as much as a fountain soda from the corner store, but have the potential to add a sugar rush to your portfolio very quickly.

Continue reading Make a Quick 35-40% in Tower Semiconductor

Make a Quick 35-40% in Tower Semiconductor originally appeared on BloggingStocks on Tue, 01 Jun 2010 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chipscomputer chipsisraelpenny stockssemiconductorsStocks to buyTue, 01 Jun 2010 18:00:00 EST<![CDATA[Broadcom Earnings Lifted by Sector Comeback, 3D TV Trend]]>http://www.bloggingstocks.com/2010/04/28/broadcom-earnings-lifted-by-sector-comeback-3d-tv-trend/http://www.bloggingstocks.com/2010/04/28/broadcom-earnings-lifted-by-sector-comeback-3d-tv-trend/http://www.bloggingstocks.com/2010/04/28/broadcom-earnings-lifted-by-sector-comeback-3d-tv-trend/#commentsFiled under:

Broadcom BRCM logoThere was little to complain about Broadcom's (BRCM) first quarter results. Revenues hit a record of $1.46 billion, up 71% from the same period a year ago. The consensus was for $1.38 billion. Also, Broadcom posted earnings of $210 million, or $0.40 per share, which compares to a loss of $92 million, or $0.19 per share in last year.

On the news, the shares of the company were up 4% to $36.31 in Wednesday morning trading.

Continue reading Broadcom Earnings Lifted by Sector Comeback, 3D TV Trend

Broadcom Earnings Lifted by Sector Comeback, 3D TV Trend originally appeared on BloggingStocks on Wed, 28 Apr 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BRCMBroadcomfeaturedinthenewssemiconductorsWed, 28 Apr 2010 15:00:00 EST<![CDATA[Cramer on BloggingStocks: Marvell could be a boon for the semis ]]>http://www.bloggingstocks.com/2009/10/26/cramer-on-bloggingstocks-marvell-could-be-a-boon-for-the-semis/http://www.bloggingstocks.com/2009/10/26/cramer-on-bloggingstocks-marvell-could-be-a-boon-for-the-semis/http://www.bloggingstocks.com/2009/10/26/cramer-on-bloggingstocks-marvell-could-be-a-boon-for-the-semis/#commentsFiled under: , , , , ,

The Street.com's Jim Cramer says that after a tough week, the semiconductor industry finally gets some good news.

Will Marvell Technology (NASDAQ: MRVL) (Cramer's Take) give what TriQuint (NASDAQ: TQNT) (Cramer's Take) and Broadcom (NASDAQ: BRCM) (Cramer's Take) took away?

Last week, we had the one-two punch of TriQuint and Broadcom really making the whole Internet tsunami look more like a tropical storm. They both talked about withering demand, and Broadcom verified the bears' double-order thesis, but this morning Marvell says that things are on target, there's no wavering and demand is strong. Bears can take their pick.

Continue reading Cramer on BloggingStocks: Marvell could be a boon for the semis

Cramer on BloggingStocks: Marvell could be a boon for the semis originally appeared on BloggingStocks on Mon, 26 Oct 2009 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplbrcmfeaturedjim cramerJimCramermrvlsemiconductorssemistqntMon, 26 Oct 2009 09:30:00 EST<![CDATA[Global chip sales jump 5% in August]]>http://www.bloggingstocks.com/2009/10/04/global-chip-sales-jump-5-in-august/http://www.bloggingstocks.com/2009/10/04/global-chip-sales-jump-5-in-august/http://www.bloggingstocks.com/2009/10/04/global-chip-sales-jump-5-in-august/#commentsFiled under: , ,

We have some good news to report in the technology sector. According to the Wall Street Journal (subscription required), global chip sales jumped 5% in August from the previous month, for a six month run of higher sales.

The Semiconductor Industry Association, which tracks sales, reported that gains were made in every sector. The Americas saw an increase of 5.4%, while the Asia Pacific region increased 5.3%. In terms of raw numbers, the Asia Pacific region accounts for more than half of global sales.

Continue reading Global chip sales jump 5% in August

Global chip sales jump 5% in August originally appeared on BloggingStocks on Sun, 04 Oct 2009 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>George ScaliseinthenewsmicrochipssemiconductorsSIAtechnologySun, 04 Oct 2009 11:20:00 EST<![CDATA[Novellus posts larger-than-anticipated second-quarter loss]]>http://www.bloggingstocks.com/2009/07/14/novellus-posts-larger-than-anticipated-second-quarter-loss/http://www.bloggingstocks.com/2009/07/14/novellus-posts-larger-than-anticipated-second-quarter-loss/http://www.bloggingstocks.com/2009/07/14/novellus-posts-larger-than-anticipated-second-quarter-loss/#commentsFiled under: ,

After the closing bell sounded yesterday, Novellus Systems (NASDAQ: NVLS) reported a second-quarter loss, thanks to falling semiconductor sales stemming from general weakness in the semiconductor sector.

The firm reported a second-quarter net loss of 52 cents per share, or 41 cents per share excluding items. Although this loss was three cents wider than the consensus estimate, the shares managed to bounce off their after-hours lows -- thanks mainly to NVLS's forecast.

Continue reading Novellus posts larger-than-anticipated second-quarter loss

Novellus posts larger-than-anticipated second-quarter loss originally appeared on BloggingStocks on Tue, 14 Jul 2009 08:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>inthenewsnovellusNVLSquarterly lossQuarterlyLosssemiconductor sectorsemiconductorsSemiconductorSectorTue, 14 Jul 2009 08:30:00 EST<![CDATA[Intel first quarter earnings preview]]>http://www.bloggingstocks.com/2009/04/13/intel-first-quarter-earnings-preview/http://www.bloggingstocks.com/2009/04/13/intel-first-quarter-earnings-preview/http://www.bloggingstocks.com/2009/04/13/intel-first-quarter-earnings-preview/#commentsFiled under: , ,

Earnings season is getting into full swing and semiconductor giant Intel Corporation (NASDAQ: INTC) will be in line to tell investors just how well it was able to cope with the current recession tomorrow.

The chip maker is expected to show a sizable drop in earnings, with an expected 2 cents a share for the quarter. This compares with 25 cents a share that it was able to report for its first quarter last year.

Continue reading Intel first quarter earnings preview

Intel first quarter earnings preview originally appeared on BloggingStocks on Mon, 13 Apr 2009 16:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>earningsfeaturedforecastsINTCIntelsemiconductorstechnologyMon, 13 Apr 2009 16:40:00 EST<![CDATA[Consider Intel, if you agree that power and speed remain relevant]]>http://www.bloggingstocks.com/2009/03/30/consider-intel-if-you-agree-that-power-and-speed-remain-relevan/http://www.bloggingstocks.com/2009/03/30/consider-intel-if-you-agree-that-power-and-speed-remain-relevan/http://www.bloggingstocks.com/2009/03/30/consider-intel-if-you-agree-that-power-and-speed-remain-relevan/#commentsFiled under: ,

One could make the case that this is the riskiest period for stocks, certainly since the late-1960s/early-1970s bear market, and perhaps longer.

The U.S. and global economies are in recession. International trade will likely decline substantially in 2009. And so far, the world hasn't identified which growth engines will replace the U.S. consumer, now the frugal U.S. consumer. This kind of environment sends most investors to the sidelines, but that doesn't mean there aren't bargains to be had for investors who can tolerate moderate risk -- and Intel (NASDAQ: INTC) is one.

Continue reading Consider Intel, if you agree that power and speed remain relevant

Consider Intel, if you agree that power and speed remain relevant originally appeared on BloggingStocks on Mon, 30 Mar 2009 07:05:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>emerging marketsfeaturedINTCIntelpersonal computerssemiconductorsMon, 30 Mar 2009 07:05:00 EST<![CDATA[Early thoughts on the tech sector]]>http://www.bloggingstocks.com/2009/03/26/early-thoughts-on-the-tech-sector/http://www.bloggingstocks.com/2009/03/26/early-thoughts-on-the-tech-sector/http://www.bloggingstocks.com/2009/03/26/early-thoughts-on-the-tech-sector/#commentsFiled under: , , , ,

This post was written by Minyanville contributor Sean Udall. Sean holds position in RIMM, VMW, SUPX.

  • Goldman Sachs upgraded Research in Motion (NASDAQ:RIMM)saying to buy in front of EPS. I couldn't agree more and in fact was going to say that today. Be that as it may, I doubled my RIMM long into yesterday's weakness and plan to hold into/through EPS report. My quick take is that RIMM could have one of the better reports relative to all the negative analyst actions and commentary in tech and the overall market.

  • One of my themes for this upcoming EPS season is to look for stocks that have had the most negative analyst commentary coming into the quarter, as no one these days is looking at things like Price/Sales, Price/Book or Price to normalized earnings.

Continue reading Early thoughts on the tech sector

Early thoughts on the tech sector originally appeared on BloggingStocks on Thu, 26 Mar 2009 13:40:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>athrbaidubidubrcminthenewsmchprimmsemiconductorssupxtechnologyvmwvmwareThu, 26 Mar 2009 13:40:00 EST<![CDATA[Intel freezes top salaries, re-prices worthless options ]]>http://www.bloggingstocks.com/2009/03/23/intel-freezes-top-salaries-re-prices-worthless-options/http://www.bloggingstocks.com/2009/03/23/intel-freezes-top-salaries-re-prices-worthless-options/http://www.bloggingstocks.com/2009/03/23/intel-freezes-top-salaries-re-prices-worthless-options/#commentsFiled under: ,

Intel's announcement that it plans to freeze senior top executives salaries and revise its option pricing may is another cost-containment step by the company -- but one nevertheless not without some unanswered questions.

That's because although Intel (NASDAQ: INTC) said it would not grant raises to top professionals including CEO Paul Otellini and CFO Stacy Smith, Bloomberg News reported Monday, the proposed action, if approved by shareholders, will also allow employees to exchange underwater stock options for ones with a lower exercise price.

Continue reading Intel freezes top salaries, re-prices worthless options

Intel freezes top salaries, re-prices worthless options originally appeared on BloggingStocks on Mon, 23 Mar 2009 14:35:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>compensationIntelinthenewsmicroprocessorssemiconductorsstock optionsMon, 23 Mar 2009 14:35:00 EST<![CDATA[Nvidia (NVDA) earnings disappoint]]>http://www.bloggingstocks.com/2009/02/10/nvidia-nvda-earnings-disappoint/http://www.bloggingstocks.com/2009/02/10/nvidia-nvda-earnings-disappoint/http://www.bloggingstocks.com/2009/02/10/nvidia-nvda-earnings-disappoint/#commentsFiled under: , , , ,

Semiconductor Nvidia Corp. (NASDAQ: NVDA) had its turn in the earnings parade this afternoon, and the company put up dismal results that failed to meet analyst expectations.

Going into this afternoon's earnings report, analysts had been expecting to see the company show a loss of $0.09 per share, but the actual EPS for the quarter was a greater loss, one of $0.18 per share.

Continue reading Nvidia (NVDA) earnings disappoint

Nvidia (NVDA) earnings disappoint originally appeared on BloggingStocks on Tue, 10 Feb 2009 18:34:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>after hoursAfterHoursbad newsBadNewsearningsearnings disappointmentsEarningsDisappointmentsNVDANvidiasemiconductorstechnologyTue, 10 Feb 2009 18:34:00 EST<![CDATA[Intel to invest $7 billion at U.S. manufacturing facilities, supporting 7,000 jobs]]>http://www.bloggingstocks.com/2009/02/10/intel-to-invest-7-billion-at-u-s-manufacturing-facilities-sup/http://www.bloggingstocks.com/2009/02/10/intel-to-invest-7-billion-at-u-s-manufacturing-facilities-sup/http://www.bloggingstocks.com/2009/02/10/intel-to-invest-7-billion-at-u-s-manufacturing-facilities-sup/#commentsFiled under: , ,

Can you believe it? The words 'invest,' 'manufacturing,' 'jobs,' and 'U.S.' in the same sentence.

No, it's not a joke. Intel (NASDAQ: INTC) announced Tuesday it will invest $7 billion over the next two years to build advanced manufacturing facilities in the United States, supporting about 7,000 jobs.

Intel said the investment will fund the build-out and deployment of the company's 32 nanometer (nm) manufacturing technology, which will be used to build faster, smaller chips that are also more energy-efficient.

Continue reading Intel to invest $7 billion at U.S. manufacturing facilities, supporting 7,000 jobs

Intel to invest $7 billion at U.S. manufacturing facilities, supporting 7,000 jobs originally appeared on BloggingStocks on Tue, 10 Feb 2009 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ArizonacomputersfeaturedINTCInteljobsmicroprocessorsNew MexicoOregonpcssemiconductorsWestmereTue, 10 Feb 2009 12:00:00 EST<![CDATA[Intel sells off following Q4 revenue guidance]]>http://www.bloggingstocks.com/2009/01/07/intel-sells-off-following-q4-revenue-guidance/http://www.bloggingstocks.com/2009/01/07/intel-sells-off-following-q4-revenue-guidance/http://www.bloggingstocks.com/2009/01/07/intel-sells-off-following-q4-revenue-guidance/#commentsFiled under: , , , , , , , ,

Shares of chip maker Intel Corporation (NASDAQ: INTC) are selling off today after the company announced that fourth quarter revenues were going to be below (wsj subscription required) an already lowered estimate.

The stock is currently down 6.4% on the day to $14.38 and trading near its intraday low of $14.34 following the announcement that the company is expecting to see revenues for its fourth quarter around the $8.2 billion level. At this level, the quarterly revenues would be 20% lower than its previous quarter, and well below its guidance from November that forecast a 12% dip in the quarter.

Today's news is a clear sign of the troubles that the semiconductor industry is dealing with at this time. Typically, the fourth quarter is the strongest quarter, and as recently as October, Intel had forecast that its fourth quarter sales would actually be higher than its third quarter numbers by around 3%. How quickly things can change.

Continue reading Intel sells off following Q4 revenue guidance

Intel sells off following Q4 revenue guidance originally appeared on BloggingStocks on Wed, 07 Jan 2009 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>bad newsBadNewschipsguidanceINTCIntelsalessemiconductorstechtechnologyWed, 07 Jan 2009 17:00:00 EST<![CDATA[Intel (INTC) tops estimates for its third quarter]]>http://www.bloggingstocks.com/2008/10/14/intel-intc-tops-estimates-for-its-third-quarter/http://www.bloggingstocks.com/2008/10/14/intel-intc-tops-estimates-for-its-third-quarter/http://www.bloggingstocks.com/2008/10/14/intel-intc-tops-estimates-for-its-third-quarter/#commentsFiled under: , , , , , , , , , , , ,

Semiconductor giant Intel Corp (NASDAQ: INTC) reported strong third quarter earnings after the market close today, sending shares up nicely in after-hours trading.

Going into this afternoon's earnings announcement, analysts had been expecting to see the chip maker show earnings of 34 cents per share, but the company was able to top analyst estimates by a penny, with a reported 35 cents per share.

The 35 cents that the company showed for its third quarter is not only impressive because it was above analyst estimates, but also because of how much stronger it was on a year over year basis. During the same period last year, the company had earnings of 30 cents per share.

A lot of attention in the market lately has been focused on the credit crunch and subsequent economic slowdown, and many investors have been left wondering if the overall slowdown had also impacted technology. Today's report should calm some of those concerns, but Intel did warn that it could see slowdown in demand in the fourth quarter.

The company stated that a big reason for the better-than-expected numbers were a result of improved gross margins. During its most recent quarter, the company had a gross margin of 58.9%, compared with 51.2% during the same period last year.

All in all, a great quarter for the company, and traders are rewarding the stock in after-hours trading, pushing shares up 4.5% after the news was released.

Michael Fowlkes has worked as a stock trader for seven years and spent the last four years working as an analyst for the online investment advisory service Investor's Observer.

Intel (INTC) tops estimates for its third quarter originally appeared on BloggingStocks on Tue, 14 Oct 2008 19:15:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>earningsfeaturedgood newsGoodNewsINTCintelrecessionsemiconductorstechnologyTue, 14 Oct 2008 19:15:00 EST<![CDATA['Reload' your portfolio with Intel (INTC)]]>http://www.bloggingstocks.com/2008/09/11/reload-your-portfolio-with-intel-intc/http://www.bloggingstocks.com/2008/09/11/reload-your-portfolio-with-intel-intc/http://www.bloggingstocks.com/2008/09/11/reload-your-portfolio-with-intel-intc/#commentsFiled under: , , ,

"The decline in the price of Intel (NASDAQ: INTC) is disconcerting, but on balance, not a surprise," says tech guru Paul McWilliams.

Here, in his Next Inning newsletter, the advisor reassesses his forecast for Intel and the tech sector made at the start of the year, and his continued optimism for the stock's future performance.

"In January, I initially concluded that mature global economies were likely going to exhibit slow growth in 2008 and may dip through a recession.

"However, I also had forecast that emerging economies were large enough to where their contributions, even though they would also probably see some slowing in 2008, would keep aggregate growth high enough to avoid any serious worldwide macroeconomic pain.

"My conclusion was that while it is normal to expect spending by governments, businesses, and consumers to follow GDP patterns, there are what I saw then and still see now as good reasons to believe there would be a preference given for tech.

"In other words, my belief was then and still is today that spending on certain tech sectors would hold stronger than normal in the face of aggregate GDP slowing.

Continue reading 'Reload' your portfolio with Intel (INTC)

'Reload' your portfolio with Intel (INTC) originally appeared on BloggingStocks on Thu, 11 Sep 2008 10:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chip stockscomputersintcintelnext inningpaul mcwilliamsPaulMcwilliamssemiconductorssteven halpernStevenHalperntech stockstechnology stocksTechnologyStocksTechStocksthestockadvisors.comThu, 11 Sep 2008 10:45:00 EST<![CDATA[Broadcom (BRCM): Behind the iPhone display, and more]]>http://www.bloggingstocks.com/2008/08/29/broadcom-brcm-behind-the-iphone-display-and-more/http://www.bloggingstocks.com/2008/08/29/broadcom-brcm-behind-the-iphone-display-and-more/http://www.bloggingstocks.com/2008/08/29/broadcom-brcm-behind-the-iphone-display-and-more/#commentsFiled under: , , , ,

This post is part of a report entitled "Six-pack of technology favorites." You can read about the other top tech stock picks here.

"It's time to watch for buying opportunities -- and one of the companies on my personal list is Broadcom Corp. (NASDAQ: BRCM), whose shares are in buying range right now," says analyst Glenn Rogers.

The contributing editor to Gordon Pape's Internet Wealth Builder explains, "This semiconductor maker is a good choice for investors who would like to add to their information technology position with shares of a first-class company."

"Broadcom, located in Irvine, California, designs semiconductors for the wired and wireless communications industry. It is a major supplier to Apple's iPhone, which has taken the world by storm this past year.

"Specifically, it powers the brilliant display screen that has captivated users since the launch of the iPhone last year. (Full disclosure: I've just picked up my new 3G iPhone.)

"It also provides the chip that delivers the GPS navigation in the new iPhone. The company holds over 2,000 U.S. and foreign patents and has more than 7,400 pending patent applications.

"But Broadcom is not just an iPhone supplier. It also powers the Motorola TV set top boxes, Netgear wireless routers, Bluetooth and Blu-ray applications, digital television, VOIP, etc. There are lots of chipmakers out there but Broadcom operates in the areas that offer the highest growth potential and the least commoditization in this sector.

Continue reading Broadcom (BRCM): Behind the iPhone display, and more

Broadcom (BRCM): Behind the iPhone display, and more originally appeared on BloggingStocks on Fri, 29 Aug 2008 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>brcmbroadcomchip socksChipSocksglenn rogersGlennRogersgordon papeinternet wealth builderInternetWealthBuilderiphonesemiconductorssteven halperntech stockstechnologyTechStocksthestockadvisors.comFri, 29 Aug 2008 15:00:00 EST<![CDATA[Forbes expert chips in with Texas Instruments (TXN)]]>http://www.bloggingstocks.com/2008/06/16/forbes-expert-chips-in-with-texas-instruments-txn/http://www.bloggingstocks.com/2008/06/16/forbes-expert-chips-in-with-texas-instruments-txn/http://www.bloggingstocks.com/2008/06/16/forbes-expert-chips-in-with-texas-instruments-txn/#commentsFiled under: , ,

"Wall Street has recently been very negative about Texas Instruments (NYSE: TXN)," notes wireless sector expert Nikhil Hutheesing. In his Forbes Wireless Stock Watch, the advisor explains, "But things may not be as dire as they sounded last month and I think that with expectations down, the company will end up exceeding expectations in the second half of this year."

"One reason Wall Street has been negiative is that TXN's biggest wireless customer, Nokia, announced a fundamental shift, stating it would no longer depend mostly on Texas Instruments for its chips. Ericsson also said it had shifted to a multi-supplier strategy.

"Besides that, in April, at TXN's earnings conference, CEO Rich Templeton talked of a cloudy economy and said that his company had become become more conservative with its outlook for the second quarter.

"Meanwhile, I've spoken with a number of experts in the wireless area who tell me that orders for TI's chips are significantly higher for the second half of this year than they have been in previous years. These orders are even coming from Nokia. (So far, Nokia's muti-supplier strategy has not had an impact on Texas Instruments.)

Continue reading Forbes expert chips in with Texas Instruments (TXN)

Forbes expert chips in with Texas Instruments (TXN) originally appeared on BloggingStocks on Mon, 16 Jun 2008 14:30:00 EST. Please see our terms for use of feeds.

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