BRC: Analysis & Opinions

  1. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  2. Nvidia Still Too Cheap, And Still Very Controversial

    May 10, 2013
    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  3. Broadcom Has To Play Offense And Defense

    May 07, 2013
    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  4. Are Market Factors Pushing Qualcomm Into The Penalty Box?

    April 25, 2013
    Qualcomm's stumble on lower ASPs could make for a rocky summer.
  5. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  6. Intel – A Bond's Downside And A Stock's Upside?

    April 17, 2013
    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  7. Big Short Interest Swings in Chip Makers

    March 14, 2013
    We review the largest percentage swings in short interest in semiconductor stocks.
  8. F5 Networks Expands in SDN Market - Analyst Blog

    February 12, 2013
    F5 Networks Inc. (FFIV) recently announced the acquisition of a privately-held networking services provider, ...
  9. A Step Back For Atmel, But The Potential Is Interesting

    February 11, 2013
    Atmel needs to win sockets for the shares to outperform.
  10. Qualcomm Upgraded to Outperform - Analyst Blog

    February 08, 2013
    On Feb 6, we upgraded our recommendation on Qualcomm Inc. (QCOM) to Outperform based on the company's fourth quarter ...
  11. 3M Hikes Dividend Payout - Analyst Blog

    February 06, 2013
    Diversified technology conglomerate 3M Company (MMM) has recently increased its dividend payout by 7.6% year over ...
  12. Amazon Studios to Produce Kid Shows - Analyst Blog

    February 05, 2013
    Amazon.com Inc. (AMZN) announced that its film production division, Amazon Studios plans to produce pilots for five ...
  13. Broadcom Stumbles, But The Street Forgives

    February 05, 2013
    We can forgive Broadcom for a mild stumble in guidance.
  14. Amazon, PBS Ink Streaming Pact - Analyst Blog

    February 04, 2013
    Amazon.com Inc. (AMZN) announced a content licensing agreement with PBS Distribution, a unit of The Public ...
  15. Forget Apple Vs. Samsung, Qualcomm Wins Either Way

    February 01, 2013
    Qualcomm continues to deliver on its awesome IP estate.
  16. PMC-Sierra Posts Decent 4Q - Analyst Blog

    February 01, 2013
    PMC-Sierra Inc. (PMCS) reported adjusted fourth quarter 2012 earnings of 10 cents per share, beating the Zacks ...
  17. Broadcom Breezes Past Estimate - Analyst Blog

    January 30, 2013
    Broadcom Corp. (BRCM) reported GAAP net income of $ 251 million or 43 cents per share versus a net income of $254 ...
  18. IRF Beats in 2Q, Yet In Red - Analyst Blog

    January 30, 2013
    International Rectifier Corp. (IRF) has reported second-quarter 2013 loss per share of 44 cents, better than the ...
  19. Amazon Expands California Ops - Analyst Blog

    January 29, 2013
    Amazon.com Inc. (AMZN), the world's largest online retailer has announced that it will build a 1 million-square-foot ...
  20. Danaher Reports In-Line in 4Q - Analyst Blog

    January 29, 2013
    Danaher Corporation (DHR) reported earnings of 87 cents a share in the fourth quarter of 2012, in line with the ...
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