3G iPhone Effect on TI, Broadcom and ST

I recently listed the top 5 component beneficiaries of the 3G iPhone (minus Qualcomm, which is coming). In this post, I cover how Texas Instruments (TI), STMicro (STM), and Broadcom (BRCM) benefit from the 3G iPhone. I also discuss their recent earnings reports.

Apple’s Samsung Order May Benefit SanDisk

Yesterday, SanDisk Corporation (NASDAQ:SNDK), a leading flash storage cards supplier, reported disappointing second quarter results that yet again missed analyst estimates. Results were driven by falling NAND flash prices and oversupply despite increasing demand. There are reports that Apple might change this situation with the huge demand for 3G iPhones and its ripple effect.

Still Bullish on Nokia

On July 17, Nokia Corporation (NOK) posted strong Q2 results that topped analyst estimates, driven by 21% growth in mobile device sales to 122 million units, an average of 1.35 million units per day. In the converged mobile device section, sales grew 10% to 15.3 million units, much more than the iPhone’s target for the

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SunPower Beaten up to Buying Opportunity Levels

SunPower (SPWR) continued to outperform market expectations in their recently announced Q2 earnings release.

3G iPhone’s Top 5 Component Beneficiaries

The 3G iPhone is out. Besides Apple, who else is a beneficiary of this major PR event? Here, we look at the top five component vendors: Infineon, Triquint, Samsung, Broadcom and Interdigital.

Microsoft Unencouraging

Microsoft (MSFT) announced their Q4 results yesterday, ending the year with $60.4 billion in revenues – 18% growth for the year even in the current economic conditions.

Polycom Benefits From Rising Travel Costs

Last week, Polycom, a leading telepresence and video conferencing solutions provider, featured in my list of Seven Tech Stocks For Long-Term Hold. It also featured in my Forbes column last month, Kill The Business Trip.

eBay Still Hazy

Yesterday eBay reported a third consecutive flat quarter with Q2 revenues of $2.2 billion, an increase of 20% over the year. The Street was expecting similar revenues, so no surprises.