Broadcom Acquisition Sets the Stage for More Tech Buyout Action (BRCM, NETL, EZCH, CAVM, NETL, MRVL, QCOM, TXN, ALTR, XLNX, STM)
Posted by Next Inning at 9:04AM on September 15th
Although Broadcom (BRCM) this week agreed to pay more than a 50% premium to acquire NetLogic Microsystems (NETL) in a proposed $3.7 billion deal, Next Inning Technology Research Editor Paul McWilliams believes the move was not only good for Broadcom, but absolutely…
Predicting Tech Earnings Winners and Losers: SanDisk, Cypress, and More (SNDK, CY, SWKS, ANAD, AVGO, RFMD, TQNT, FLEX, PMCS, ALTR, XLNX, LSCC, CLS)
Posted by Next Inning at 10:15AM on July 19th
Earnings season is getting underway in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?
Tech Earnings Winners and Losers: Entropic, MIPS, Broadcom and More (ENTR, MIPS, SANM, ALTR, XLNX, BRCM, NOK, MSFT, QCOM)
Posted by Next Inning at 10:10AM on April 25th
Earnings season is well underway in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?
Finding Opportunity in the Expanding Digital Semiconductor Sector (ALTR, XLNX, AMD, HPQ, DELL, IDTI, LSCC, AAPL, MU)
Posted by Next Inning at 10:03AM on April 12th
The digital semiconductor sector offers opportunity for long-term growth, but investors will need to remain diligent to successfully negotiate demand and pricing cycles as well as company-specific issues that could make short-term results problematic for several companies in the sector.
Yield Hunter: Strong Earnings Bring Stronger Dividends (SBUX, FARM, ETN, ALTR, INTC, XLNX, OHI, MPW, UHT, SNH)
Posted by Owen Vater at 10:05AM on July 22nd
Second-quarter earnings season is well underway, and a number of firms are sharing the wealth after topping Wall Street’s expectations.
Starbucks (SBUX) posted fiscal third-quarter net income of $207 million or 27 cents a share after the close yesterday, and the firm…
Posted by Next Inning at 1:05PM on April 26th
Q) I have been a subscriber to Next Inning for many years and have always valued your insights into the semiconductor and related industries. As I read through a couple analyst reports (Morgan Stanley, Merrill Lynch) slamming Altera (ALTR) on inventory concerns…
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