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Semiconductors: Cycle stalls; Downgrading sector view - Merrill Lynch/BAM

Thu, 19 Nov 2009 13:02:25 GMT

Firm notes they are downgrading their view on the sector given unfavorable indications from our cyclical framework suggesting a modest inventory correction, even in the face of improving electronic demand and a more constructive outlook for the global economies. They are also downgrading shares of INTC, TXN, MRVL, and LSI to Neutral, and MXIM, NSM, POWI and MCHP to Underperform. Merrill now rates a modest 5 stocks (BRCM, XLNX, ALTR, ADI and LLTC) as Buys within their[More...]

Semiconductors & Electrical Components - Industry Outlook

Wed, 29 Apr 2009 15:39:18 GMT

In the past 10 years, the fundamental shift in the semiconductor industry from corporate IT to consumer demand is very important to consider. It has created a different playing field. There are more products that use semi components (MP3s, cell phones, autos, "smart" houses). Seasonal demand is now an issue, such as Christmas and the Chinese New Year. Finally, the potential exists for more commoditized products and ASP (average selling price) erosion. Firms that will out-perform in a slightly negative GDP environment include: Firms with the strongest balance sheets, such as Intel Corp. (INTC) Companies that make specialized semiconductors (i.e. chips used in dentist X rays) Firms that sell products that are technology-driven rather than[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...]

Analyst Comments: Amdocs, Brazilian Unibanco, Citizens Communications, Power Integrations

Wed, 16 Jul 2008 13:57:00 GMT

We maintain our Buy recommendation and the same valuation target for Amdocs Limited (DOX), a leading provider of CRM and billing software for telecom carriers, as the company will shortly declare third quarter (ended June 30) fiscal 2008 financial results[More...]

Media Digest for 4/28

Mon, 28 Apr 2008 13:34:32 GMT

Submitted by optiondragon[More...]

Analyst Comments: Power Integrations, Apple, DuPont Chemical, Valero, Homebuilders, United Airlines, Aetna, Rio, Ness Technologies, Gilead

Thu, 24 Jan 2008 21:09:33 GMT

Senior analyst Sheraz Mian, who covers the oil & gas industry for Zacks Equity Research, continues to make the case for oil refiner Valero (VLO) to remain a core holding:[More...]

Coca-Cola a Hold

Thu, 24 Jan 2008 14:30:27 GMT

Though stocks like The Coca Cola Company (KO) are often considered more attractive plays during times of market turbulence, Zacks senior consumer non-durables industry analyst Steven Ralston, CFA had this to say in his recent Hold report on the global beverage company:'The Coca-Cola Company has strong soft...[More...]

Excited About Power Conversion ICs

Sun, 09 Dec 2007 20:41:35 GMT

The semiconductor industry has shown some resilience later in 2007 after a disappointing first half of the year. On hand to give us an industry update - as well as his outlook for 2008 - is Zacks senior technology industry analyst Ken Nagy, CFA. All in all, where would you consider you made your strongest calls among companies in your coverage in 2007? We are very excited by power conversion ICs. Everyone pays close attention to the California Energy Commission, or the CEC. The standards imposed by the CEC became mandatory for all external power supplies by July 2007. This is a critical event given that California is the seventh largest economy in the world and usually the pioneer in leading-edge legislation that many other states usually adopt later. In January of 2005, the CEC standards were adopted by the U.S. EPA for the Energy Star program. The[More...]

CEC Mandate Shift Affects POWI

Tue, 30 Oct 2007 23:14:31 GMT

A Hold recommendation has recently been issued to original equipment manufacturer (OEM) of semiconductor power conversion ICs Power Integrations, Inc. (POWI) by Zacks senior semiconductor analyst Ken Nagy, CFA. Here's what his latest update had to say:'Power Integrations is an original equipment manufacturer (OEM) of semiconductor power conversion ICs. The California Energy Commission (CEC) recently pushed out an industry mandate that should create...[More...]

Power Integrations Launches PI University, Delivering Practical Online Courses to Power Supply Design Engineers

Wed, 28 Oct 2009 20:46:00 GMT

Power Integrations (Nasdaq:POWI), the leader in high-voltage integrated circuits for energy-efficient power conversion, today launched PIUniversity, an online technical learning center featuring practical instructional videos that build to form a complete how-to tutorial in power supply circuit design.
"PI University allows us to share that expertise with the design community through step-by-step video tutorials.
Whether you are designing your very first power supply or are already an expert, the PI University courses offered each week will demonstrate new approaches to designing, specifying, and testing highly efficient power supplies."

: iStockAnalyst.com Symbols Feed

Semiconductors: Cycle stalls; Downgrading sector view - Merrill Lynch/BAM

Semiconductors & Electrical Components - Industry Outlook

Periodicals Wrap-Up for Monday, August 11th

Analyst Comments: Amdocs, Brazilian Unibanco, Citizens Communications, Power Integrations

Media Digest for 4/28

Analyst Comments: Power Integrations, Apple, DuPont Chemical, Valero, Homebuilders, United Airlines, Aetna, Rio, Ness Technologies, Gilead

Coca-Cola a Hold

Excited About Power Conversion ICs

CEC Mandate Shift Affects POWI

Power Integrations Launches PI University, Delivering Practical Online Courses to Power Supply Design Engineers

Power Integrations CEO Receives TechAmerica Innovator Award; Award Recognizes Benefits of Semiconductor Technology That Cuts Standby Power Waste

Power Integrations to Webcast Upcoming Investor Presentations

New High-Efficiency Power Supply Design From Power Integrations Keeps LCD Monitor Standby Usage Under 80mW

Power Integrations Reports Second-Quarter Financial Results; Revenues Grew 22 Percent Sequentially to $49.3 Million; Cash Flow From Operations Was $17.4 Million

Power Integrations Reports Second-Quarter Financial Results

NI Technology Previews Earnings for Alcatel-Lucent, Taiwan Semiconductor Manufacturing, NetLogic Microsystems, Arris Group, Harmonic and Power Integrations

Power Integrations Launches Comprehensive Local-Language Websites for Power Supply Designers in Asia

Power Integrations' New Power Supply Reference Design Enables 10 mW No-Load Consumption, Targets European Ecodesign Standby Specifications

Power Integrations’ New Power Supply Reference Design Enables 10 mW No-load Consumption, Targets European Ecodesign Standby Specifications

Form 4 POWER INTEGRATIONS INC For: Dec 02 Filed by: Bell Derek (10K)

Form 4 POWER INTEGRATIONS INC For: Dec 02 Filed by: BALAKRISHNAN BALU (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 30 Filed by: Bell Derek (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 30 Filed by: RENOUARD BRUCE (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 30 Filed by: ROESCHLEIN BILL (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 30 Filed by: BALAKRISHNAN BALU (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 23 Filed by: BALAKRISHNAN BALU (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 23 Filed by: Bell Derek (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 19 Filed by: BALAKRISHNAN BALU (10K)

Form 4 POWER INTEGRATIONS INC For: Nov 17 Filed by: Bell Derek (10K)