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Another Industry In Transformation?

Wed, 01 Oct 2008 14:20:00 GMT

It is well publicized that the financial industry is undergoing cataclysmic changes in terms of survival of companies, industry leadership, etc. Is there is another industry that is undergoing a similar transformation?iSuppli, the market research firm, thinks so. They recently released a report indicating that major changes have been taking place in the semiconductor industry. Granted that the changes have been quieter and less dramatic.Margins decrease --They begin by saying that over time semiconductor industry profitably has shrunk. They point to a downtrend in margins and provide the following graph:[More...]

Analyst Comments: Juniper, Anaren, Microsemi, Akamai, Akzo Nobel, Nabors, Banco Santander

Tue, 09 Sep 2008 16:00:00 GMT

Juniper Networks, Inc. (JNPR) is enjoying robust growth in its infrastructure business as service providers are spending on next generation networks. Although results have been good, we are growing increasingly concerned about levels of capital spending by service providers in light of indications that spending could be slowing. In light of this, we maintain a Hold recommendation on the shares of JNPR. Shares of JNPR are currently trading at a P/E multiple of 24.4x our 2008 earnings estimate of $0.99. Juniper has raised its long-term revenue growth target to 27.1% (at the mid-point of the new guidance) after posting 23.1% revenue growth in 2007. We lower our price target to $25.50, which represents a P/E multiple of 25.8x 2008 earnings estimates. Juniper's net margin has been on a declining trend due to a considerable increase in its[More...]

Periodicals Wrap-Up for Monday, August 18

Mon, 18 Aug 2008 13:45:00 GMT

Posted by Optiondragon for myhappytrading, a social network made by traders for traders.[More...]

Periodicals Wrap-Up for Monday, July 21st

Mon, 21 Jul 2008 13:49:00 GMT

People with the matter said that Ken Wilson, Goldman Sachs Group’s (GS) most senior financial-institutions broker, will temporarily exit the firm, the Wall Street Journal reported, in an effort to advise Treasury Secretary Henry Paulson on how to resolve[More...]

Analyst Comments: Amkor, Bank of Ireland, Microsemi, Valspar, Aracruz Celulose

Mon, 14 Jul 2008 19:55:00 GMT

Amkor Technology, Inc. (AMKR) is one of the largest packaging and test subcontractors. March quarter results exceeded both the consensus and management expectations. Forward guidance is for a 1-3% revenue increase in the second quarter. Advanced packaging and testing demand remains strong, while traditional lead frame packages are soft. The net impact is...[More...]

Periodicals Wrap-Up for Monday, July 14th

Mon, 14 Jul 2008 13:43:00 GMT

The Wall Street Journal reported that worries are deepening among regulators, executives and consumers about the U.S. banking industry following the federal government’s seizure of IndyMac Bank[More...]

Periodicals Wrap-Up for Thursday, June 26th

Thu, 26 Jun 2008 14:10:57 GMT

Anheuser-Busch (BUD) is going to turn down InBev’s unsolicited $46.35B takeover offer and that may come before week’s end, the Wall Street Journal reported. InBev is then expected to pursue a hostile takeover and Anheuser will say the offer undervalues[More...]

Earnings Summary for 01-24-2008

Fri, 25 Jan 2008 07:10:33 GMT

Ticker: ESIO,BPOP,LEN,LRCX,MNRO,SNV,CBON,OCFC,WBS,GY,BKUNA,FZN,HFWA,ABC,ABI,ALDN,ALK,AMGN,AMP,ARBA,AVCT,AVT,AVX,BARI,BAX,BDX,BEN,BHLB,BLL,BOFL,BRCM,CADE,CBE,CCMP,CMCO,CNXT,COL,COLB,CPS,CPWR,CRA,CSH,CVCO,CVTI,CY,CYN,DDE,DHR,DLX,DVD,ED,ELX,EMN,EPAY,ESI,ESSA[More...]

MSCC: MicroSemi is My Least Favorite Semiconductor Play

Tue, 15 Jan 2008 14:19:49 GMT

The following is a reprint of my January 8, 2008 RealMoney column.In other articles, I have outlined the reasons why I think the semiconductor industry is poised for strong stock performance and why I think MEMC Electronic Materials (MEMC) is the best play on the sector.But I also realize that a bullish semiconductor outlook right now involves making a grab at that falling knife. Therefore, I thought I should also let people know which semiconductor stock looks most vulnerable to a downturn.I think that stock is Microsemi (MSCC).Microsemi is a leading designer, manufacturer and marketer of high performance analog and mixed-signal integrated circuits and high-reliability semiconductors. Its products manage and control or[More...]

Thanksgiving Hope

Fri, 16 Nov 2007 14:33:11 GMT

Good morning. Things are looking up in the early going and premarket futures indicate we'll see a sizable gain at the start. The hope that yesterday's selloff was a successful test of Monday's lows (S&P 1440), the high expectation that the market will rally during Thanksgiving week from oversold conditions, and today's option expiration are having positive influences. Also helping out are some positive news from tech leaders Cisco Systems (CSCO) and Garmin (GRMN)....[More...]

Tech firms could see fallout from antitrust shift

Mon, 11 May 2009 22:57:00 GMT

SAN FRANCISCO - If the Obama administration is serious about more aggressively responding to antitrust complaints, some of technology's biggest companies could have to rethink their business strategies or expansion plans.
For instance, Intel Corp. could face a steep fine in Europe this week over its behavior in the microprocessor industry.
Microsoft Corp. - a marquee antitrust defendant during the Clinton administration - has been battling other charges in Europe in this decade as well.

: iStockAnalyst.com Symbols Feed

Another Industry In Transformation?

Analyst Comments: Juniper, Anaren, Microsemi, Akamai, Akzo Nobel, Nabors, Banco Santander

Periodicals Wrap-Up for Monday, August 18

Periodicals Wrap-Up for Monday, July 21st

Analyst Comments: Amkor, Bank of Ireland, Microsemi, Valspar, Aracruz Celulose

Periodicals Wrap-Up for Monday, July 14th

Periodicals Wrap-Up for Thursday, June 26th

Earnings Summary for 01-24-2008

MSCC: MicroSemi is My Least Favorite Semiconductor Play

Thanksgiving Hope

Tech firms could see fallout from antitrust shift

Yellowstone Valley S02 Pollution at New Low

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

Socialcast Brings Viral Networking to Connect Offices

RidgewaterEquity.Com Free Fundamental Sector &Amp; Market Research on ENI, MSCC, HS, FOE, HSC and FSP

Microsemi Expands Line of High Voltage RF MOSFETs for Industrial, Scientific and Medical Applications

Microsemi Announces Settlement of DOJ Suit

Microsemi Announces DSCC Qualification of New Radiation-Hardened Power MOSFET Product Line for Space Applications

Microsemi to Present at the Oppenheimer Annual Communications, Technology and Internet Conference

Microsemi to Present At the Morgan Keegan 2009 Technology Conference

Microsemi Launches Advanced Firmware Architecture for Power Over Ethernet Switches

Microsemi Reports Third Quarter 2009 Results

NI Technology Previews Earnings for EMC, VMware, Juniper Networks, Microsemi and PMC-Sierra

Microsemi Announces Webcast and Access Information for Third Quarter Earnings Conference Call

Form 4 MICROSEMI CORP For: Nov 05 Filed by: HEALEY WILLIAM L (10K)

Form 4 MICROSEMI CORP For: Oct 21 Filed by: LEIBEL DENNIS R (10K)

Form 4 MICROSEMI CORP For: Oct 05 Filed by: HEALEY WILLIAM L (10K)

Form 4 BENDUSH WILLIAM For: Oct 01 (10K)

Form 4 HOHENER JOHN W For: Sep 29 (10K)

Form 4 HOLTRUST JOHN M For: Sep 29 (10K)

Form 4 PETERSON JAMES J For: Sep 30 (10K)

Form 4 LEIBEL DENNIS R For: Sep 28 (10K)

Form 4 ANDERSON THOMAS ROBERT For: Sep 28 (10K)

Form 4 BENDUSH WILLIAM For: Sep 28 (10K)