LSI : Analysis & Opinions

  1. 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 ...
  2. Marvell – Unicorn Of The Chip Space?

    August 23, 2013
    Marvell's gaining share and showing good growth in multiple challenging sectors
  3. Fusion-io Tries To Hit Reset, But The Street Will Carry A Grudge

    August 12, 2013
    Fusion-io launches a painful reset, and the Street will need some proof before awarding the company growth multiples again.
  4. 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 ...
  5. Rambus Narrows View, Settles with STM - Analyst Blog

    June 18, 2013
    Rambus Inc. shares soared 3.85% in after-hours trading after it announced a two-way patent licensing agreement with STMicroelectronics ...
  6. Rambus Adds Feature to LED Bulbs - Analyst Blog

    June 17, 2013
    Rambus Inc. added a new feature (adjustment to color temperature) to its recently invented light emitting diode bulbs.
  7. Marvell Unloved, But Does That Mean Undervalued?

    May 24, 2013
    Marvell has a lot of doubters, but also a history of building solid market share in multiple markets.
  8. ON Semiconductor Seems To Have Found Bottom

    February 12, 2013
    ON is looking better on both growth and margin potential.
  9. LSI Beats in 4Q, Outlook Disappoints - Analyst Blog

    January 24, 2013
    LSI Corporation (LSI) posted adjusted net income per share (excluding one-time items but including stock-based compensation) ...
  10. Rambus Launches LED Bulbs - Analyst Blog

    January 9, 2013
    Known for its technological inventions, Rambus Inc. (RMBS) recently came out with a technology-turned-product, its first ...
  11. Weak PC Market Hurts Marvell's 3Q - Analyst Blog

    November 16, 2012
    Marvell Technology Group (MRVL) reported third quarter fiscal 2013 adjusted earnings per share (EPS) of 14 cents, marginally ...
  12. Applied Micro Posts Narrower Loss - Analyst Blog

    October 31, 2012
    Applied Micro Circuits Corporation (AMCC) posted a net loss of $21.6 million or 33 cents per share in the second quarter ...
  13. Fusion-io Grows When Others Can't

    October 25, 2012
    Fusion-io delivered solid growth, but investors seem more worried about guidance than long-term potential.
  14. Semiconductors Stocks, Including NXP, Making Big Moves on October ...

    October 25, 2012
    The market is quiet so far today. The Nasdaq is unchanged; the S&P 500 has moved little; and the Dow has been relatively ...
  15. Rambus' 3Q Beats Ests, Lags Y/Y - Analyst Blog

    October 19, 2012
    Rambus Inc. (RMBS) posted third quarter 2012 adjusted earnings per share (EPS) of 4 cents, compared to the Zacks Consensus ...
  16. Rambus, Fujitsu in a Licensing Deal - Analyst Blog

    October 1, 2012
    Rambus Inc. (RMBS) signed a patent licensing agreement with Fujitsu Semiconductor Ltd. for an undisclosed sum. Per the terms ...
  17. 3 Picks from a Small-Cap Fund Manager

    August 29, 2012
    Mutual-fund manager Tom Laming tells MoneyShow about three companies from various industries where he sees potential. These ...
  18. Rambus to Restructure Operations - Analyst Blog

    August 27, 2012
    Massive restructuring plans are in store for technology licensing company Rambus Inc. (RMBS), as it strives to bring down ...
  19. Marvell Seems Cheap, But Long-Term Growth May Be A Concern

    February 28, 2012
    Marvell looks undervalued compared to many recovering chip stocks and the near-term outlook is good.
  20. PMC-Sierra May Have More Growth In Store

    February 9, 2012
    PMC-Sierra's guidance is a disappointment, but the recovery potential looks good.
  21. Clouds Mean Bright Days For NetApp

    June 1, 2011
    NetApp is seeing strong demand for its mid- and high-range storage products as of late.
  22. Atmel Off To The Races

    February 10, 2011
    Atmel has executed on a difficult turnaround, and it has become a compelling growth story.
  23. Biggest Stock Losers In July

    August 3, 2010
    The list of the worst stocks in the S&P 500 in July, 2010, was dominated by the technology sector.
  24. Riding The Semiconductor Wave

    April 22, 2010
    Blow-out earnings results from some semiconductor companies signal the next wave for the tech sector. Play it with the semi ...
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