: iStockAnalyst.com Symbols Feed

Looking Across The Semiconductor Landscape

Wed, 21 Oct 2009 13:13:46 GMT

We review recent trends and developments in the semiconductor industry.[More...]

Some Long Picks

Tue, 31 Mar 2009 14:24:00 GMT

I added some long exposure toward the end of the day yesterday. Premarket today, futures look like they will open higher. I am likely to have shorter time frames with long trades, given overhead resistance on major index charts. Here are some charts of current holdings (see yesterday's post): - ISIL [More...]

Intel: Downgraded To Underperform, $11 Target At Jeffco

Thu, 18 Dec 2008 14:05:00 GMT

Jefferies' Semicondutor team is out with some pretty nasty downgrades on almost all of the largest players in the space: WHAT WE KNOW - Unlike prior downturns we entered with relatively lean inventories in most end markets. - Q4 has gotten worse for everyone – significantly below prior guidance. - Q1 visibility is AWFUL and likely not to improve before earnings calls given the holiday shutdowns JEFFERIES RECOMMENDATION – WHEN TO OWN SEMIS AND WHAT TO OWN - Don't get fooled by this near-term rally. - Start buying in mid-February – the first leg of the cyclical upturn will rise all tides. - 2nd Leg of the upturn – what to own and what not own; - What to own - Broadcom, NetLogic,[More...]

Notable Earnings After Market Close (10/22/2008) - Part 1

Wed, 22 Oct 2008 13:44:00 GMT

Stock Symbols: CTXS,PTI,LRCX,SLM,ADS,ALL,ISIL,KNX,NVEC,TER,RHI,ANAD,STX,ACL,AEIS,AGP,AMGN,AMZN[More...]

Chipmakers Facing Supply and Demand Issues

Thu, 25 Sep 2008 12:44:00 GMT

Key Points: The SOX remains in a 14-month slump Chipmakers are dealing with both inventory and demand issues Analysts are cutting forecasts on many semiconductor stocks Highlighted stocks include AMD, INTC, MU, RBCN, and TXN The Philadelphia Semiconductor Index (aka "the SOX") is trading at levels not seen in 5 years. Problems within the industry have caused the index to remain in a 14-month slump. Too Much DRAM An ongoing glut of DRAM continues to cast a cloud over the entire industry. (DRAM is the most commonly used memory in PCs and workstations.) Many industry observers had hoped that demand would improve this year, but that has not happened. At the same time, foundries have not curtailed production enough. Therefore, DRAM prices remain weak. [More...]

Analyst Comments: Semtech, Opnext, Gilead Sciences, Intersil Corporation, AGCO, Peets, ABM Industries

Mon, 08 Sep 2008 20:15:00 GMT

We maintain our Buy rating on the shares of Semtech Corporation (SMTC), a fabless supplier of analog and mixed signal semiconductor devices. July quarter revenue was in-line with consensus estimates, while the EPS exceeded.[More...]

Analyst Comments: ProLogis, Banco Bradesco, Sciele Pharma, Motorola, Eastman Chemical, Equifax, Astec Industries, Intersil

Thu, 04 Sep 2008 12:33:00 GMT

Operationally, ProLogis? (PLD) portfolio continues to perform well with stable occupancies and increasing rents. FFO (funds from operations) was $1.06 per share in 2Q08 versus $1.16 in 2Q07. The company reiterated its earlier full year 2008 FFO guidance r[More...]

Periodicals Wrap-Up for Monday, August 11th

Mon, 11 Aug 2008 14:23:00 GMT

Posted By Optiondragon for Myhappytrading.com- The best social network for traders on the internet! Made BY Awesome Traders for Awesome Traders.[More...]

Earnings Report: 04/16/2008

Wed, 16 Apr 2008 22:42:19 GMT

Ticker: SPSN,WFC,ABT,AF,ALTR,AMB,AMR,ATR,CAVM,CCK,CPBK,CRRC,EBAY,ECBE,EDU,GILD,IBM,ITW,JPM,KNL,LEG,NITE,PCBK,PJC,RLI,SYBT,TBI,TCBI,TMK,UFPI,VMI,BLK,CPSS,ISIL,LUFK,MTOX,SLM,STJ,WWW,JCI,LCRY,PLCM[More...]

Observations and Stocks for Monday - Apr 6 2008 10:12PM

Mon, 07 Apr 2008 02:07:06 GMT

Need a breath of fresh air? Check out a conversation with Robert Rubin. He spoke with Charlie Rose on January 11, 2007. And the Winners Are…The stock scan conducted after the close on Friday found 105 winners and 12 losers. The top 100 winners are listed in alphabetical order below. Click on the column headers to sort the list. Our scan crit[More...]

Signal Conversion Comes to Grips With a Network-Centric World

Sat, 01 Aug 2009 09:51:00 GMT

Modern electronic equipment for military and aerospace applications presents systems designers with a fundamental contradiction: the real world we observe with electronic and electro- optical sensors is analog, yet the way we process sensor information is digital.
Instead, systems designers would have to rely on complex and expensive analog data processors, and most likely would render information not as quickly and accurately as do today's systems that use modern A-D and D-A converters.
"Typically the A-D converter (ADC) is selected first, and then the [digital] signal processing path behind the ADC; it's one of the long poles in the tent," explains Phil Lopresti, director of the high-speed data converter products at A-D converter manufacturer Intersil Corp. in Austin, Texas.

: iStockAnalyst.com Symbols Feed

Looking Across The Semiconductor Landscape

Some Long Picks

Intel: Downgraded To Underperform, $11 Target At Jeffco

Notable Earnings After Market Close (10/22/2008) - Part 1

Chipmakers Facing Supply and Demand Issues

Analyst Comments: Semtech, Opnext, Gilead Sciences, Intersil Corporation, AGCO, Peets, ABM Industries

Analyst Comments: ProLogis, Banco Bradesco, Sciele Pharma, Motorola, Eastman Chemical, Equifax, Astec Industries, Intersil

Periodicals Wrap-Up for Monday, August 11th

Earnings Report: 04/16/2008

Observations and Stocks for Monday - Apr 6 2008 10:12PM

Signal Conversion Comes to Grips With a Network-Centric World

Research and Markets Adds Report: 'Fairchild Semiconductor - Financial and Strategic Analysis Review'

Intersil Corporation Reports Third Quarter 2009 Financial Results

Intersil's Innovative DC/DC Power Converter Named a Finalist in Elektra Awards "Power Product of the Year" Category

Intersil, Corp. (ISIL) Chief Executive Officer to Ring the NASDAQ Stock Market Opening Bell

Intersil's New Low-Noise, High-Voltage PicoAmpere Input Precision Operational Amplifiers Deliver Best Bias Current Drift at Lowest Power

Intersil Celebrates Tenth Anniversary

Intersil's New High-Voltage Precision Operational Amplifier Operates at 20 Percent Lower Noise, Consumes 30 Percent Less Power Than Competing Solutions

Intersil to Acquire Quellan, Creator of Q:ACTIVE(R) High Performance Analog Signal Processing Technology

Intersil Corporation to Present at the 11th Annual Pacific Crest Technology Leadership Forum on August 10th

Intersil's New High-ESD, Ultra-Low Voltage, USB 2.0 High-Speed Multiplexer in Tiny Package Offers Unparalleled Performance and Flexibility in Portable Devices

Intersil's New Octal Switch Provides Unmatched Design Flexibility and > 8kV ESD Protection for Switching and Routing of Diverse Signal Types in High-End Cell Phones

Form 4 Kennedy Jonathan For: Nov 01 (10K)

Form 4 Kennedy Jonathan For: Oct 01 (10K)

Form 4 Loftus David For: Oct 01 (10K)

Form 4 Oaklander Peter For: Oct 01 (10K)

Form 4 Pushpala Sagar For: Oct 01 (10K)

Form 4 INTERSIL CORP/DE For: Oct 01 Filed by: HARDMAN SUSAN J (10K)

Form 4 Kelley Vern For: Oct 01 (10K)

Form 4 DILLER JAMES For: Sep 15 (10K)

Form 4 Kelley Vern For: Sep 15 (10K)

Form 4 Kelley Vern For: Sep 03 (10K)