Karl Denninger submits:
Cisco CRS-3, powered by Cisco QuantumFlow Array – a chipset architecture engineered in multiple dimensions of scale, services, and savings.
Archive for the ‘Semis’ Category
The Cisco Hype Machine
On March - 10 - 2010
8 Companies That Will Benefit From Cisco’s ‘Internet 2.0′ Initiative
On March - 10 - 2010
James Altucher submits:
I went on Kudlow’s show on CNBC last night to discuss the new Cisco (CSCO) announcement that, as CSCO put it, “will change the Internet forever.” I mentioned that this was a classic “sell the news” reaction with CSCO stock falling off into the close. Although I didn’t note, CSCO stock had had a nice rise going into this so some profit-taking is very normal and the stock is still significantly higher than where it was a few weeks ago.
I buy into the hype. I do think CSCO’s CSR-3 will change the Internet. Everyone was saying they thought CSCO would put out some new iPhone-like product for consumers so that was why the market was supposedly disappointed. This is far bigger. Think about what this will eventually mean: the dream is finally beginning to come true: a world where everywhere you go you are connected to the Internet, all the time, at super high speeds. It won’t happen tomorrow, but its getting there and the CSR-3 will be leading the charge. Here are the initial companies that I think will be long-term beneficiaries:
Xilinx Earnings Estimates on the Rise
On March - 10 - 2010
Zacks.com submits:
Earnings estimates for chipmaker Xilinx Inc (XLNX) have been increasing following the release of solid results for the third quarter of fiscal 2010.
California-based Xilinx designs and manufactures a broad range of high-performance, high-density programmable logic devices (PLDs) such as field-programmable gate arrays (FPGAs) and complex-programmable logic devices (CPLDs).
Sensata IPO: Investors Could Push for Lower Price Despite Fundamentals
On March - 9 - 2010
Renaissance Capital IPO Research submits:
With roots dating back to 1916, this former division of Texas Instruments (TXN) was LBO’d by Bain Capital in 2006 for $3 billion. Sensata Technologies (ST) is a leading global manufacturer of customized sensors (60% of sales) and controls (40%) that are used to improve safety and energy efficiency in mission critical applications, from braking systems in cars to heating, ventilation and air conditioning in commercial and residential markets.
The company plans to offer 31.6 million shares, including 5.3 million from insiders, at a price range of $18-$20. Morgan Stanley (MS), Barclays (BCS), Goldman Sachs (GS), BofA Merrill Lynch (BAC) and J.P. Morgan (JPM) are acting as joint bookrunners on the deal. If successful, Sensata will be the largest IPO of 2010, easily eclipsing the $315 million IPO from insurer Symetra (SYA) in late January.
Six Chip Stocks for a Bull Market
On March - 9 - 2010
Timothy Lutts submits:
Today we jump right into stocks, starting with the good news that last week our intermediate-term market-timing indicator flashed a buy signal. This means all our indicators are once again unanimously positive. There’s no better time to make money than now.
But where should you invest?
Marvell Technology Group Ltd. F4Q10 (Qtr End 01/30/10) Earnings Call Transcript
On March - 8 - 2010
Marvell Technology Group Ltd. (MRVL)
F4Q10 (Qtr End 01/30/10) Earnings Call
March 4, 2010 4:45 pm ET
Why Texas Instruments Looks Undervalued
On March - 8 - 2010
Value Expectations submits:
The Applied Finance Group’s (AFG’s) valuation techniques help investors identify and take advantage of mispriced securities in the market. One way investors can identify over or undervalued stocks is by using AFG’s Intrinsic Value Chart, which displays a company’s intrinsic value relative to its trading range and helps identify entry/exit points.
This easy-to-read chart identifies how far a stock’s trading range deviates from its intrinsic value (target price assuming immediate decay), which helps you recognize potentially mispriced stocks and pursue long and short opportunities. AFG’s Intrinsic Value Chart also contains a company’s Value Score (ranked valuation attractiveness), Economic Margin Change (expected improvement of economic profitability), and Accuracy (how well AFG’s default valuation has tracked the company). AFG’s valuation framework estimates a company’s equity value by subtracting debt and other liabilities from the total enterprise value. The total enterprise value is estimated by discounting projected future cash flows, utilizing analyst consensus, Economic Margin methodology, and the Decay concept which addresses the perpetuity bias in the traditional DCF model.
Map Shows Large Gains in Tech Sector
On March - 8 - 2010
optionMONSTER submits:
By Bryan McCormick
Last Friday we posted a "tree map" of the Technology SPDR (XLK) exchange-traded fund and noted that, with a weighting of more than 20 percent in the S&P 500, the SPX would have a hard time getting anywhere on the upside without its participation. In one week, we have seen a number of significant gains in the sector that I think will be immediately apparent visually.
Earnings Preview: Marvell Technology Group
On March - 8 - 2010
theflyonthewall.com submits:
Marvell Technology Group (MRVL) is expected to report Q4 earnings after the market close on Thursday, March 4 with a conference call scheduled for 4:45 pm ET.
Guidance
The consensus estimate is 37c for EPS and $841.82M for revenue, according to First Call. Guidance provided by management on the last earnings call is for Q4 EPS of 33c-39c on $820M-$850M in revenue.
Industrial Electronics IPO: Sensata Technologies
On March - 8 - 2010
Abbi Adest submits:
Sensata Technologies (ST), a manufacturer of industrial sensors and controls, is expected to price its IPO this week.
Business Overview (from prospectus)