When Hewlett-Packard Co. announced the $2.7 billion purchase of 3Com Corp., it let the world know that H-P intends to compete fully with Cisco Systems Inc. in the corporate data center.
With its strength in Ethernet, 3Com gives HP a major piece of the pie, but it still needs a few more slices if it wants to be a one-stop-shop for data centers.
So, did you buy a PC this week? How about a cellphone? A printer? A switch?
Probably not. And that could be a problem.
The higher the current rally takes the semiconductor stocks–the SMH, the Semiconductor HOLDRS, is up 18.5 percent over the last seven sessions–the more you can expect the Street to dig into the question of whether there has been any real change in demand beyond inventory restocking.
After combing through Research in Motion’s Dec. 19 6-K filing, Avian Securities wireless analyst Matthew Thornton writes that the company’s prospects are still intact as it moves past its recent product delays in introducing new BlackBerrys.
Despite deep discounts in stores, liquid crystal display inventory still far outweighs demand. Even though there are rumors of the Taiwanese government encouraging mergers between panel makers, reduced capacity for production would be unlikely to result–and the glut will most likely continue.
Nortel Networks, the once multibillion dollar telecom vendor now trading as a micro cap, may be considering offers of as much as $1 billion for its product portfolio of gear that lets phone companies string Ethernet networking to homes and businesses.
Analysts at Avian Securities and Morgan Keegan downgraded Palm stock this morning, prompting a sharp downturn in shares. Reasoning includes the conjecture that smartphone sales will be down for the next few quarters. This is certainly true for the Palm Centro, and the Treo Pro and Treo 800w may not even make it to AT&T and Verizon stores in time for the holiday season. Early demand for the BlackBerry Bold, however, appears to be “robust.”
Well, here’s a pretty unambiguous stock opinion for you.
Avian Securities analyst Avi Cohen issued a note today headlined “We Still Hate AMD.”
Cohen notes that Advanced Micro Devices (AMD) shares have been up in recent weeks on positive news flow about better performance and more competitive product offerings from its ATI division as well as some analyst comments suggesting possible share gains in servers and notebooks due to product delays at Intel.
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