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8 Penny Stock Watchlist From Friday

Sat, 28 Nov 2009 15:36:51 GMT

Vermillion, Inc. (VRMLQ) filed their reorganization plans on Wednesday, good for them….the stock jumped a bit to $19, but the lack of any substantial volume means it’s a potential buy, but I’m sitting on the sidelines for now.[More...]

Bullish Stocks To Watch: BC, LUNA, DDRX, DRRX, JEF, DRAM, TSTR

Mon, 28 Sep 2009 13:23:04 GMT

Here is a list of 7 stocks which broke out during Friday's trade on big volume. I will be keeping my eye on all of these stocks this week, but chose only one to write a detailed option trade about this week. All of these stocks demonstrated tremendous strength during Friday's trade breaking out to the upside on huge volume.[More...]

Could The Devastation In The DRAM Industry Lead To A Resurgence?

Tue, 24 Feb 2009 04:40:00 GMT

We have written here before on the problems in the semiconductor sector and especially among manufacturers of memory chips. IC Insights has come out with a report that contends that the stage is set for strong growth in DRAM. The way the industry is shrinking could actually be a positive. Several DRAM vendors, including Micron, are eliminating their 200mm wafer fab capacity. Qimonda and possibly other DRAM vendors are filing for bankruptcy. The Taiwanese government is consolidating and bailing out a group of their DRAM manufacturers. What is the outcome of all this destruction and devastation? IC Insights thinks that DRAM supplies will tighten and more closely align with demand as the year progresses. After a tough 1Q2009, the company expects demand will increase sharply (see chart[More...]

Bailouts For Tech, Too?

Tue, 17 Feb 2009 23:25:00 GMT

Thus far in this economic downturn, we have only seen financials and automakers receive bailout funds. I have been thinking about writing a post on how the technology sector is not begging for bailouts and how that is a sign of better management and more resilient business models. Now comes word that DRAM producers are asking the Taiwan government to help consolidate the local industry and bailout the major players. It appears Korea is thinking of doing something similar. Trouble in memory chips -- Things are so bad for the DRAM vendors that Gartner estimates that they lose money on every PC that is shipped. They say it amounts to a $27.40 loss per PC, leading ultimately to a total loss among major vendors on the order of $2.8 billion in the fourth quarter of 2008 alone. According to iSuppli Corp., DRAM vendors lost a combined $7[More...]

Will Memory Make It In 2009?

Fri, 26 Dec 2008 14:10:00 GMT

The memory chip makers have been slaughtered throughout 2008, suffering from the lack of demand that is fueling slow sales and poor margins. This observation seems to be paralleling the whole semiconductor industry that has slowed during a year of economic turmoil, however, this subgroup seems to be worse off than almost any other. The whole group of memory chip makers has been struggling to record profits as end markets are flush with products, driving down chip prices quarter after quarter. Naturally, an indicator of profitability and solid financial health for this sub-sector is the demand for the end products that utilize such components. With the current recession at hand, PC markets are finding it difficult to sell their product. The question now is how will these corporations do in 2009? Basic Economics The magnitude of supply and lack of demand[More...]

How Bad Will 2009 Be For The Semiconductor Industry?

Tue, 23 Dec 2008 04:46:00 GMT

So how bad will it be? iSuppli says let me count the ways. Dale Ford, senior vice president for iSuppli is quoted as follows: "The semiconductor industry's growth cycle is shaped by six primary, interrelated forces—global economic health, electronic equipment production, chip supply/demand balance, capital investment, industry and individual company profitability and competition... All six of these areas will present challenges for the semiconductor industry in 2009."Let's take a look at a few of these. Global Economic Health -- The recession that began in the U.S. has become a global phenomena. This is impacting both consumer electronics and enterprise equipment suppliers. With declines in OEM factory revenues projected, semiconductors will feel the knock-on effect. iSuppli expects the result for[More...]

Five Signs Tech Slump No Where Near Over

Wed, 17 Dec 2008 16:21:00 GMT

Markets reacted with euphoria to the Fed's announcement after yesterday's FOMC meeting. Still, it is difficult to get too excited about the immediate prospects for the tech industry. Here are five signs that the tech downturn will not end quickly. Companies are cutting their workforces. If there were any chance that the tech downturn was drawing to a close and that demand was going to rebound, companies would be holding on to their experienced employees. They are not. Every day there are new announcements of layoffs in all sectors worldwide. Today it is RF Micro in the US. Yesterday it was Taiwanese IC distributors. Last week AT&T announced plans to cut 12000. There are expectations AMD will announced more layoffs next month. Even Google is reducing staff. The list goes on. Companies are cutting production. Companies always adjust production in response to changes in demand. The production[More...]

Tessera a Buy Pre-Court Ruling

Fri, 28 Nov 2008 17:19:00 GMT

San Jose, California-based Tessera Technologies, Inc. (TSRA) licenses its proprietary advanced integrated chip (IC) packaging technology to semiconductor manufacturers, assemblers and material suppliers. The company does not produce any semiconductors but rather licenses the use of proprietary Intellectual Property (IP) associated with their packaging technology. Tessera's advanced packaging technologies have industry-wide application. September quarter top-line results beat consensus estimates while the bottom-line missed. The licensing business has very attractive operating leverage characteristics. The firm has won five major lawsuits and now receives royalties from all of the big four in the DRAM market. The firm is approaching an important legal decision on December 1st as the[More...]

Virtual Funds: Technology Fund's Ranking/Performance In Q3 '08 And Overall

Wed, 05 Nov 2008 13:53:00 GMT

Technology stocks have held relatively well, especially the blue chip companies. I think this sector's performance will be scattered all over the board, some companies will do well while others will suffer for a prolonged period of time. So, it's a good sector to sift through, but you have to carefully assess how the overall economic conditions may influence your picks' earnings power. Orange line in the chart below shows how my Technology Fund has performed relative to the m100 (a collective Marketocracy fund that uses picks from the top 100 members), S&P 500, Dow Jones Index, and Nasdaq. [More...]

Tessera Reaps Cellphone Demand - Analyst Blog

Mon, 03 Nov 2008 16:56:00 GMT

Tessera Technology, Inc. (TSRA) has advanced packaging technologies with industry-wide application. September quarter top-line results beat consensus estimates while the bottom-line missed. Revenue for the period was $63.5 million, up 13.3% sequentially, and up 29.1% year-over-year. Strong demand for cell phones in emerging markets and greater numbers of smart phone shipments continued in the industry's third quarter. As the firm recognizes recurring royalties one quarter in arrears, those shipments will drive the underlying growth in TSRA's fourth quarter royalty and license fees. Looking ahead, Tessera expects fourth quarter total revenue to be within the range of $60 million to $62 million. The licensing business has very attractive operating leverage characteristics. The firm has won five major lawsuits and now receives royalties[More...]

Taiwan legislature calls for disbanding Taiwan Memory Co.

Wed, 11 Nov 2009 15:51:00 GMT

Nov. 11--TAIPEI -- A Taiwanese parliamentary committee called on the government Wednesday to disband Taiwan Memory Co., a state-run dynamic random access memory chip producer set up earlier this year to breathe new life into the island's failing chip sector.
Local and foreign chipmakers with operations in Taiwan, including Tokyo-based Elpida Memory Inc., have steered clear of cooperation with TMC, preferring to weather a supply glut and low chip prices via tie-ups with one another.
Elpida, for example, signed an agreement with Taiwan's ProMOS Technologies Inc. last week to transfer technology and outsource production of next-generation, high-performance 1-gigabit memory chips to the Hsinchu-based DRAM manufacturer.

: iStockAnalyst.com Symbols Feed

8 Penny Stock Watchlist From Friday

Bullish Stocks To Watch: BC, LUNA, DDRX, DRRX, JEF, DRAM, TSTR

Could The Devastation In The DRAM Industry Lead To A Resurgence?

Bailouts For Tech, Too?

Will Memory Make It In 2009?

How Bad Will 2009 Be For The Semiconductor Industry?

Five Signs Tech Slump No Where Near Over

Tessera a Buy Pre-Court Ruling

Virtual Funds: Technology Fund's Ranking/Performance In Q3 '08 And Overall

Tessera Reaps Cellphone Demand - Analyst Blog

Taiwan legislature calls for disbanding Taiwan Memory Co.

Shareholders of Chipmaker Elpida Accept Public Fund Injection

Elpida Inks Deal for 30 Billion Yen Investment From State-Backed DBJ

Iowa Professor Says His New Solar Power Technology Could Pay Off for Boise's Micron

Elpida Secures Gov't Approval for Emergency Fund Injection

Micron's Latest Losses Come With a Bright Side: Chip Sales Are Up, and Analysts Say the Company is Poised to Prosper When Prices Rise.

Struggling Elpida to Apply for Gov't Financial Aid Program Friday

Elpida Posts Loss for 2nd Straight Year Amid Chip Business Slump

Public Funds No Answer for Embattled Japanese Chipmakers

Bill Passed to Inject Public Funds into Struggling Firms

Dataram Reports Fiscal 2010 Second Quarter Financial Results

Dataram's XcelaSAN® Storage Optimization Appliance Draws Enthusiastic Crowds at SNW

Dataram Unveils XcelaSAN Storage Optimization Appliance

Dataram Reports Fiscal 2010 First Quarter Financial Results

Dataram Offers Protection from Exposure to High DDR3 Prices

Dataram Launches a New Website

Dataram Corporation Announces "Dataram Guardian", a Comprehensive Warranty, Service and Support Program

Dataram Corporation Announces “Dataram Guardian”, a Comprehensive Warranty, Service and Support Program

Dataram Acquires Micro Memory Bank

Dataram Targets Government and Department of Defense Business Sector

Form 4/A DATARAM CORP For: Dec 02 Filed by: CADY ROGER C (10K)

Form 4 DATARAM CORP For: Dec 02 Filed by: CADY ROGER C (10K)

Form 4 DATARAM CORP For: Oct 09 Filed by: MADDOCKS MARK E (10K)

Form 4 LOUGEE ANTHONY For: Sep 24 (10K)

Form 4 DATARAM CORP For: Sep 24 Filed by: DUNCAN JEFFREY H (10K)

Form 4 DATARAM CORP For: Sep 24 Filed by: MADDOCKS MARK E (10K)

Form 4 Freeman John For: Sep 24 (10K)

Form 4 DATARAM CORP For: Sep 24 Filed by: CADY ROGER C (10K)

Form 4 DATARAM CORP For: Sep 24 Filed by: MAJEWSKI THOMAS A (10K)

Form 4 Giordano Rose Ann For: Sep 24 (10K)