BRC : Analysis & Opinions

  1. TASER Body Cameras to be Used Widely by LA Police Force - Analyst ...

    December 18, 2014
    TASER International (TASR) said that the Los Angeles Police Department will purchase 860 AXON body-worn video cameras and ...
  2. Qualcomm Bucks Short Interest Trend In Semiconductor Stocks

    December 11, 2014
    By and large, short interest in the leading semiconductor stocks shrank between the November 14 and November 28 settlement ...
  3. A Bit Of Protection Could Yield Triple-Digit Profits If The Market ...

    November 17, 2014
    I do not trust this market. While deals are starting to pop up in the energy space after a sell-off in crude, the rest of ...
  4. A Bit Of Protection Could Yield Triple-Digit Profits If The Market ...

    November 17, 2014
    I do not trust this market. While deals are starting to pop up in the energy space after a sell-off in crude, the rest of ...
  5. A Defensive Play That Could Earn Triple-Digit Profits If The ...

    November 17, 2014
    I do not trust this market. While deals are starting to pop up in the energy space after a sell-off in crude, the rest of ...
  6. Semiconductors Remain Key for IoT - Industry Outlook

    September 17, 2014
    Semiconductors Remain Key for IoT - Industry Outlook
  7. 3 Tech Stocks Immune To A Potential Tech Bubble

    August 26, 2014
    If I ever truly need to find out what's going on with mobile computing and telecom, I check my kids' phones. Both ...
  8. 3 Tech Stocks That Could Survive The Next Tech Bubble Burst

    August 26, 2014
    If I ever truly need to find out what's going on with mobile computing and telecom, I check my kids' phones. Both ...
  9. Semi Plays for the Internet of Things - Industry Outlook

    May 19, 2014
    Semi Plays for the Internet of Things - Industry Outlook
  10. Qualcomm Well-Positioned To Weather The Storm

    How Will Qualcomm Weather The Storm?

    May 6, 2014
    Companies like Qualcomm Inc. that build critical smartphone components don't have the privilege of resting on their laurels. ...
  11. Broadcom Paying A High Price To Stay In Mobile

    Broadcom Paying A High Price To Stay In Mobile

    April 25, 2014
    Financial results from Irvine, Calif.-based Broadcom remain frustrating. While its networking business is rolling and broadband ...
  12.  Intel's efforts to engineer a second act have consumed considerable shareholder capital but have yet to show a lot for themselves.

    Intel Working Through A Difficult Transition

    April 11, 2014
    Chip giant Intel continues to work through a challenge that most leading tech companies fac in their corporate lives – what ...
  13. Semiconductor Stock Outlook - Feb 2014 - Industry Outlook

    January 31, 2014
    Semiconductor Stock Outlook - Feb 2014 - Industry Outlook
  14. Cambria Launches Foreign Shareholder Yield ETF (FYLD); SPDR Goes ...

    December 6, 2013
    U.S. equities edged lower this week as the prospect of a pullback in the central bank’s bond-buying program weighed ...
  15. Short Sellers Pile On Applied Materials and STMicroelectronics ...

    October 26, 2013
    Among the leading semiconductor stocks, Applied Materials (NASDAQ: STM) saw the most significant rises in short interest ...
  16. Spot Big Dividend Hikes With This Value Metric

    October 25, 2013
    Individual investors and private equity firms often target companies with great yields. But they are talking about two different ...
  17. Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook

    September 26, 2013
    Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook
  18. OmniVision Technologies – The Beat(ing) Goes On

    August 30, 2013
    Weaker handset demand and disappointing margins send the shares down sharply again.
  19. Another Beat And Raise Highlights Avago's Quality

    August 28, 2013
    Avago's market share strength shouldn't be underestimated
  20. Marvell – Unicorn Of The Chip Space?

    August 23, 2013
    Marvell's gaining share and showing good growth in multiple challenging sectors
  21. Market Wrap for Wednesday, August 14: U.S. Stocks Fall Mid-Week; ...

    August 14, 2013
    The U.S. stock market fell for most of Wednesday's trading session, finishing near its worst levels of the day. The ...
  22. Fear Dominating The Broadcom Story

    July 29, 2013
    Broadcom has been hammered on market share worries, but the long-term impact may not be so severe
  23. So Long, Spreadtrum

    July 12, 2013
    The identity of Spreadtrum's buyer is a little different, but buying the share-leader in chips for low-end smartphones is ...
  24. Short Sellers Jump on ARM Holdings, Broadcom (AMAT, ARMH, BRCM)

    June 26, 2013
    Among the semiconductor stocks, Applied Materials (NASDAQ: BRCM) saw the most significant rise in short interest between ...
  25. Above Average Opportunities Largely In The NXP Semiconductors ...

    June 24, 2013
    Above Average Opportunities Largely In The NXP Semiconductors Price by Stephen D. Simpson, CFA There are still bargains to ...
  26. Will Chatter Around Samsung Shipments Spook Components Stocks?

    June 7, 2013
    Weaker sales of the Galaxy S4 could put a few potholes in the road for Samsung's suppliers.
  27. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  28. 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.
  29. Broadcom Has To Play Offense And Defense

    May 7, 2013
    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  30. Are Market Factors Pushing Qualcomm Into The Penalty Box?

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

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  32. 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.
  33. A Step Back For Atmel, But The Potential Is Interesting

    February 11, 2013
    Atmel needs to win sockets for the shares to outperform.
  34. Broadcom Stumbles, But The Street Forgives

    February 5, 2013
    We can forgive Broadcom for a mild stumble in guidance.
  35. Forget Apple Vs. Samsung, Qualcomm Wins Either Way

    February 1, 2013
    Qualcomm continues to deliver on its awesome IP estate.
  36. Apple Has Room To Get Worse Before Getting Better

    January 28, 2013
    Apple could take additional bruises before recovering.
  37. Linear Technology May Not Be The Best Rebound Play

    January 18, 2013
    Linear is a high-quality company, but maybe not a great stock for today's market.
  38. CIT Group to Buy Loan Portfolio - Analyst Blog

    January 4, 2013
    On Wednesday, CIT Group Inc. (CIT) announced an agreement to acquire a commercial loan portfolio worth $1.3 billion from ...
  39. Broadcom and More Big Movers in Semiconductors on December 14, ...

    December 14, 2012
    The morning has been bad for the market. The Nasdaq has slipped 0.8%; the S&P 500 has decreased 0.2%; and the Dow is ...
  40. Broadcom's Analyst Day Supports The Bulls

    December 10, 2012
    Broadcom seems to be lengthening its lead on its wannabe rivals.
  41. Up/Downgrades

    November 26, 2012
    New York, November 26th (TradersHuddle.com) – Following are some of the upgrades and downgrades before the market open. Aeropostale ...
  42. Can Brocade Get Any Benefit Of The Doubt?

    November 20, 2012
    Brocade's execution has improved, but the valuation has not. And despite its sustained long-term revenue growth, the company ...
  43. Wall Street Still Isn't Buying Nvidia's Story, But Should You?

    November 13, 2012
    Nvidia is making progress in mobile, but Wall Street doesn't believe it will last. However the stock makes for an interesting ...
  44. Qualcomm Offers Some Rare Outpeformance In Chips

    November 8, 2012
    Qualcomm continues to leverage its strong technology into segment-leading growth
  45. Can Atmel Touch Bottom?

    November 5, 2012
    Can Atmel stay in front of touch controller commoditization?
  46. Does Maxim Offer Something For Everybody?

    October 26, 2012
    Maxim is gaining share in mobile, but the next few quarters could be tricky.
  47. iShares Debuts Frontier Markets ETF (FM)

    September 17, 2012
    iShares added to its lineup of more than 200 exchange-traded products last week with the launch of its first fund targeting ...
  48. Touch Just Keeps Softening For Atmel

    August 2, 2012
    Atmel's touch business continues to weaken. For Atmel to work as a stock, it needs to regain its momentum at Samsung.
  49. Big Movers on the Semiconductors Sector Today, Including INVN

    July 25, 2012
    So far today, the Nasdaq has fallen 0.8%, the S&P 500 is down 0.2% and the Dow is trading up 0.4%. The Semiconductors ...
  50. Qualcomm Plans Business Restructure - Analyst Blog

    July 3, 2012
    In order to protect its patent licenses from further infringement as well as to boost its open source platform for chip design, ...
  51. TI Narrows 2Q Guidance Range - Analyst Blog

    June 12, 2012
    Recently, Texas Instruments (TXN), or "TI," narrowed its revenue and earnings expectations for the second quarter of 2012. ...
  52. Brocade's Ducks Still Not Queued Up

    May 24, 2012
    Brocade's ethernet problems continue to weigh heavily on the stock.
  53. Broadcom Worth A Look

    May 7, 2012
    Even a conservative projection for Broadcom points to a fair value in the $40s and enough undervaluation to make these shares ...
  54. ARM Holdings Looks Way Ahead Of Itself

    April 26, 2012
    While ARM is likely to continue to be quite successful as a company, the inroads made by Intel might come at the cost of ...
  55. Maxim Integrated Hoping To Drive A Hybrid Model

    March 27, 2012
    Maxim is trying a hybrid model to drive revenue and profit growth.
  56. Investors Can Do Better Than Taiwan Semiconductor

    March 20, 2012
    Taiwan Semiconductor will likely track the chip sector for better or worse.
  57. Mellanox Hanging Out In The Right Places

    March 12, 2012
    Mellanox has substantial growth potential, but the stock is hardly undervalued given its high EV/revenue multiple.
  58. PMC-Sierra May Have More Growth In Store

    February 9, 2012
    PMC-Sierra's guidance is a disappointment, but the recovery potential looks good.
  59. Qualcomm's Growth Story Far From Over

    February 6, 2012
    Qualcomm moves from strength to strength.
  60. Atmel's Investment Case Is Touch And Go

    January 18, 2012
    Atmel is in the doldrums, but could see a sharp rebound in 2012.
  61. Cascade Microtech - An Obscure Chip Recovery Play

    January 13, 2012
    Cascade is an overlooked way to play a semi rebound.
  62. Qualcomm Still Adds Up

    November 8, 2011
    Qualcomm has growth, value and market leadership.
  63. Buy Into Atmel's Doubts

    November 3, 2011
    Atmel has stumbled, but aggressive investors should be ready to pounce.
  64. Altera's Growth Story In A Pause

    October 25, 2011
    Altera's growth is lagging now, but the stock is undervalued. There's good long-term growth potential here.
  65. Cisco Looks To Get Competitive

    June 14, 2011
    What's it going to take for the former networking icon to get back on track?
  66. M-Commerce Continues To Grow

    June 7, 2011
    As smartphone adoption continues to grow, so will M-Commerce. As the mobile landscape expands, investors may want to consider ...
  67. A Good Opportunity In Broadcom

    April 28, 2011
    Investors should not be scared off by weak guidance and should take advantage of BRCM's pullback.
  68. F5 - Is This The End Of The Beginning Or The Beginning Of The ...

    April 25, 2011
    F5 needs to convince investors that it can still produce outstanding growth, to justify its multiple.
  69. Is The New Smartphone ETF A Smart Idea?

    March 1, 2011
    FONE offers an unusually broad definition of the smartphone market opportunity.
  70. Can Maxim Outgrow Its Cycle?

    January 25, 2011
    Maxim's growth looks stronger now, but investors should watch those lead times carefully.
  71. 2010: The Year In Chips

    December 29, 2010
    Can chip stocks extend the rally to a new peak in 2011?
  72. EMC Buys More Storage Space

    November 17, 2010
    EMC makes yet another move to maintain its dominance in enterprise storage.
  73. Do Buy Ratings Mean Cisco's a Sell?

    August 5, 2009
    A rebound in sales is now baked in to Cisco's stock price.
  74. Book Value Bargains Or Just Plain Busted?

    March 18, 2009
    Companies trading under book value may be worth a look - assuming they aren't down for good reason.
  75. Central Securities A Long-Term Winner

    October 10, 2008
    Central Securities trades at a discount to its net asset value and has a long-term record of outperformance.
  76. Nokia Redistributes The Chips (NOK)

    August 16, 2007
    Three new companies are getting a chance to make chips for Nokia phones. Will this balance the game?
  77. Qualcomm's Legal Problems Loom Large (QCOM)

    August 9, 2007
    Disputes with with Broadcom and Nokia are heating up. Investors beware, high litigation costs could be coming.
  78. Eyeball To Eyeball

    July 10, 2006
    While Nokia and Qualcomm have been standing off, neither seems ready to back down.
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