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semis posts

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

Posted Oct 26th 2009 9:30AM by Jim Cramer (RSS feed)
Filed under: Apple Inc (AAPL), Market Matters, Broadcom Corp'A' (BRCM), Marvell Technology Group (MRVL), Stocks to Buy, Cramer on BloggingStocks

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

Intel sales up, AMD's down

Posted Nov 28th 2007 3:30PM by Zack Miller (RSS feed)
Filed under: Intel (INTC), Sony Corp ADR (SNE), Advanced Micro Dev (AMD), QUALCOMM Inc (QCOM)

iSuppli, a niche research firm that focuses on the semiconductor industry, recently published a report on the state of the industry in 2007. The report, an excerpt of which can be found here, is chunk full of info.

Intel (NASDAQ: INTC), the world's largest semiconductor supplier, has extended its lead over rival Advanced Micro Devices (NYSE: AMD), raising its market share to 12.5 percent while AMD dropped out of the top 10. Intel's revenues are expected to rise by almost 8 percent in 2007, far exceeding the growth rate of the entire industry, which iSuppli pegs at around 4 percent.

AMD, on the other hand, has had a rough go of it this year. While making the top 10 list for the first time last year, AMD is looking at a forecast of sales down almost 23 percent.

Continue reading Intel sales up, AMD's down