Shares of chip maker Broadcom fell in after-hours trading last night and are down again today despite the fact that the company yesterday exceeded Street expectations for its Q2 and forecast above estimates for the current quarter.
Intel shares this afternoon are getting a lift from an upgrade by JMP Securities analyst Alex Gauna from “Market Perform” to “Market Outperform,” with a $24 price target.
Following on a much-stronger-than-expected Q2 report last week, Intel, Gauna says, should continue to gain from better-than-expected results of its customers’ sales of notebook computers and server computers.
Strength in the NAND flash memory chip market, and from Apple’s iPhone in particular, should help SanDisk beat expectations when it reports Q2 earnings when it reports tomorrow, according to a note today from Stifel Nicolaus analyst Patrick Ho.
As expected, the huge Q2 earnings and revenue surprise by Intel last night has triggered a huge tech rally.
The question, though, is whether this is whether the trend will continue – and in particular, whether the U.S. consumer will be buying PCs in the upcoming back-to-school period.
There’s considerable doom and gloom hanging over this week’s Semicon West trade show in San Francisco. The event hosts suppliers of semiconductor manufacturing equipment and materials, one of the hardest-hit sectors in technology. Globalfoundries is one of few bright spots.
SAP’s new CEO Leo Apotheker says the software giant will focus on its core software business, even as its rivals expand beyond their traditional boundaries.
The latest trend in the tech industry–at least among its biggest companies–is to offer products and services that used to be provided by partners.
I have no idea if this is actually significant, but for the record: Intel late today sent the media a notice that the company plans to make “an important announcement” Tuesday morning.
Patrick Moorhead, vice president of advanced marketing at Advanced Micro Devices, is a prolific blogger and tweeter about issues of concern to the chip maker. One of his biggest pet peeves is how battery life is measured in laptops, a topic that he thinks is going to become very hot.
Many lessons have been drawn from the U.S. government’s antitrust assault on Microsoft in the late 1990s. Intel’s new scrape with the European Union is likely to spark memories of one of the simplest: don’t put it in writing.
Applied Materials is likely to provide mixed news when it reports results after the close tomorrow for its fiscal second quarter ended April. The Street is looking for revenue of $904 million and a loss of 10 cents a share; the thinking on the July quarter is $923 million and a loss of 8 cents.
No one can say for sure that antitrust regulators in Europe will levy a big fine against Intel next week, or ever for that matter. But there don’t seem to be too many people betting against that possibility.
Spansion announced today that the stock will be delisted by Nasdaq at today’s close.
The NOR flash memory chip company, which is operating under Chapter 11 of the federal bankruptcy code, said that it is “making progress” on its restructuring plans.
Semiconductor luminaries honored at a black-tie ceremony in Silicon Valley Saturday night didn’t get a lot of time on stage. Most posed a few seconds for a photo with their award, said a few words about how honored they were, and left the stage. Andy Grove couldn’t resist doing a little more, including comparing commerce in patents to the actions that brought down Wall Street.
There’s a hot formula for hardware start-ups these days: Take standard components that are declining steadily in price, and offer proprietary chips and software that make them work much better.
FSI International is now a company that almost no one follows. But the latest results from the tiny Minneapolis-based semiconductor equipment firm offer a sobering snapshot of conditions in the industry.
This is a section of the All Things Digital Web site featuring posts from around the Web, from other Dow Jones properties and also original pieces we solicit. The section is now explicitly labeled that it comes "from other Web sites."
We are fully aware of the controversies around how linking and aggregating is done on the Web and we, in no way, are attempting to "scrape" original content created by others. Instead, regarding third-party posts, we are trying to point readers of this site to other posts from around the Web that we admire and are trying to do so in the quickest manner possible.
The Internet is full of terrific content that is not ours and we want to help our readers find it by making editorial suggestions--Look, Mom, no algorithm!--of posts we think are worth their time.
That is why we have made even more changes to Voices to ensure we do this in the most transparent and timely way. While we don't expect that everyone will agree with our policies, we have made changes that reflect our intent in pointing to content outside our site.
So here is exactly what we do: Read more »
Because the site is wholly owned by Dow Jones, publisher of The Wall Street Journal, we aim to adhere to the journalistic standards of the best of the mainstream media. But, because it is run autonomously as a small online startup, we aim to exhibit the fresh thinking and nimbleness of the best of the new media. We want to be first, and sassy, but also well sourced and accurate. We will offer lots of opinion and analysis, but plenty of fact as well.
D is unlike any other executive conference. Since its debut in 2003, D has brought to life the energy and excitement of the digital revolution in an unscripted, upfront and unparalleled way. Read more »
Don't miss a post! Sign up for our Daily Email and get AllThingsD.com delivered each day.
Get columns, blogs and video from D and All Things Digital on your iPhone. Download now »
