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May 16, 2012
There's something to be said for trading based on seasonal trades, especially when a trader does the smart thing and ...
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May 07, 2012
Even a conservative projection for Broadcom points to a fair value in the $40s and enough undervaluation to make ...
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May 07, 2012
ON Semiconductor is doing well on margins, and that'll be the story for the next year or two.
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April 27, 2012
TI had encouraging things to say about the sector, but the valuation is no real bargain.
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April 26, 2012
Although SLAB's current results aren't all that bad, the uncertainty about growth and margins is likely to weigh on ...
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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 ...
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April 16, 2012
Early next week, there will be a great deal of anticipation for a number of technology companies getting set to ...
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April 13, 2012
Nokia warned the Street on Wednesday that its financial results for the first and second quarters were going to be ...
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April 11, 2012
Vimicro is a tiny chip company looking for big growth from Chinese surveillance. Trading below 70% of tangible book ...
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March 27, 2012
Maxim is trying a hybrid model to drive revenue and profit growth.
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March 20, 2012
Taiwan Semiconductor will likely track the chip sector for better or worse.
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March 16, 2012
NVEC has exciting technology, but much less exciting revenue.
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March 13, 2012
Altera and Texas Instruments take down numbers one more time.
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March 09, 2012
Data carriers are spending big amounts on upgrading and improving network speeds and bandwidth.
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February 27, 2012
Analog Devices may have more margin potential than analysts currently believe.
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February 07, 2012
Atmel's warning was already widely expected.
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February 06, 2012
Qualcomm moves from strength to strength.
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January 27, 2012
Silicon Labs is doing great, and so is the stock.
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January 27, 2012
Nokia rallies on less-terrible results.
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January 26, 2012
Texas Instruments has expensive-looking stock and analysts aren't expecting much growth from the company in 2012.
