Home Ideas & Research Indexes Hedge Funds Portfolios My tickerspy Newswire
Enter ticker(s) QQQQ: 55.40 0.00%   SPY: 166.94 +0.97%

Archive

This Week’s Tech Earnings Winners and Losers: Apple, NXP, MIPS, Alcatel-Lucent and More (AAPL, TSM, UMC, XLNX, ALU, AMCC, BHE, HITT, MXIM, MIPS, NXPI, SWKS, TLAB)

Posted by Next Inning at 10:04AM on April 24th

Earnings season is upon us 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?

In…

Read more …

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…

Read more …

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?

In NextInning.com’s…

Read more …

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?

In NextInning.com’s…

Read more …

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.

According…

Read more …

High-Beta Stocks Coming Back to Earth, Fast (FFIV, XLNX, UNH, MS, DDS, MNKD)

Posted by Geoff Seiler at 4:48PM on January 20th

Stocks fell on the day, with the Nasdaq once again leading the market lower. High-beta stocks that had been market leaders have been hit particularly hard, and this very well could be beginning of the pullback we said we’ve been…

Read more …

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…

Read more …

Member Q&A – Altera (ALTR)

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…

Read more …

10 Tech Trends for 2010: #6 Wireless Infrastructure (ADI, ALTR, NETL, PMCS, XLNX, CAVM)

Posted by Next Inning at 9:49AM on January 19th

If there is anything obvious today in the tech space, it is that the limited bandwidth of wireless networks is being taxed heavily by the rapid increase of data use. Only a few years ago, these networks were almost exclusively…

Read more …

10 Tech Trends for 2010: #3 Solid State Drives (STEC, ALTR, XLNX, NLST)

Posted by Next Inning at 9:21AM on January 12th

Back in the 1980s when Flash technology was first introduced, getting even a thousand write cycles from a memory cell was good. While we can expect a million plus today, in many enterprise applications that’s simply not good enough. And,…

Read more …