categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Technology Stocks
Intel Shines Even Without iPhone
Yesterday, Intel Corporation (INTC) reported strong second quarter results that beat analyst estimates. Performance was driven by strong demand in the microprocessor and chipset businesses. Revenue grew 9% y-o-y and declined 2% q-o-q to $9.5 billion. Net income was up 25% y-o-y and 11% q-o-q to $1.6 billion with EPS of $0.28. Analysts had estimated EPS of $0.26 on sales of $9.33 billion. >>>
Novellus Sticks to Its Knittings
Yesterday Novellus Systems (NVLS), another leading semiconductor equipment manufacturer for thin film deposition, surface preparation, and chemical mechanical planarization, announced their Q2 results. >>>
Applied Materials Seeks Expansion into Solar
Continuing my discussion on the semiconductor manufacturing equipment sector, here is my analysis of Applied Materials (AMAT), the largest supplier of tools for making microchips. >>>
KLA-Tencor and the Fate of the Semiconductor Capital Equipment Sector
KLA-Tencor (KLAC) is the world leader in yield management and process control solutions for semiconductor manufacturing and related industries. We have been discussing the changes and consolidation attempts in the EDA and ATE industries so far, both in the semiconductor infrastructure category. Another industry that suffers some of their conditions is the semiconductor manufacturing equipment sector. >>>
MercadoLibre’s Price Target
I haven’t written about MercadoLibre in a while … yesterday, Eric Savitz reported over at Barron’s that Mercado’s CEO Marcos Galperin terminated an over 1.7 million shares stock sale plan, which sent the stock up $4.44, or 16.6%, to $31.23. >>>
Energy Recovery Shakes Up Dead IPO Market
Energy Recovery Inc, the clean-tech shining star, went public last week nearly 15 years after setting up shop in 1993. It will trade under the ticker ERII. >>>
Amkor Worth a Look
Amkor Technology (AMKR) provides semiconductor packaging and test services. Their products range from the traditional, “off-the-shelf” leadframe configurations to leading-edge chip scale, flip chip and system-in-package (SiP) solutions incorporating highly customized designs. The company is of interest because of the surge in SiP, Multi-chip Modules (MCM) and 3D designs in general that are bringing about the revolution in electronics miniaturization. >>>
Paychex Looks Cheap
Paychex (NASDAQ: PAYX) reported its Q4 and fiscal year 2008 results on June 26. Net income in 2008 grew 12% to $576 million or $1.56 EPS, and revenue grew 10% to cross the $2 billion milestone. It took Paychex over 30 years to get to the first billion and only five years to reach the second. >>>