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From: Gottfried2/15/2011 8:39:15 PM
2 Recommendations   of 66279
 
bpNDX is 85% [stockcharts' Market Summary has 86%. I'm not going to hunt down the discrepancy]

Feb02 Feb03 Feb04 Feb07 Feb08 Feb09 Feb10 Feb11 Feb14 Feb15



AAPL AAPL
ADBE AAPL AAPL AAPL AAPL AAPL AAPL AAPL ADBE AAPL
ADP ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADP ADBE
ADSK ADP ADP ADP ADP ADP ADP ADP ADSK ADP
AKAM ADSK ADSK ADSK ADSK ADSK ADSK ADSK ALTR ADSK
ALTR AKAM AKAM AKAM AKAM AKAM ALTR ALTR AMAT ALTR
AMAT ALTR ALTR ALTR ALTR ALTR AMAT AMAT AMGN AMAT
AMGN AMAT AMAT AMAT AMAT AMAT AMGN AMGN AMZN AMGN
APOL AMGN AMGN AMGN AMGN AMGN AMZN AMZN APOL AMZN
BBBY APOL APOL APOL APOL AMZN APOL APOL BBBY APOL
BIDU BBBY BBBY BBBY BBBY APOL BBBY BBBY BIDU BBBY
BIIB BIDU BIDU BIDU BIDU BBBY BIDU BIDU BIIB BIDU
BMC BIIB BIIB BIIB BIIB BIDU BIIB BIIB BMC BIIB
BRCM BMC BMC BMC BMC BIIB BMC BMC BRCM BMC
CA BRCM BRCM BRCM BRCM BMC BRCM BRCM CA BRCM
CERN CA CA CA CA BRCM CA CA CERN CA
CHKP CERN CERN CERN CERN CA CERN CERN CHKP CERN
CHRW CHKP CHKP CHKP CHKP CERN CHKP CHKP CHRW CHKP
CMCSA CHRW CHRW CHRW CHRW CHKP CHRW CHRW CMCSA CHRW
COST CMCSA CMCSA CMCSA CMCSA CHRW CMCSA CMCSA COST CMCSA
CTRP COST COST COST COST CMCSA COST COST CTRP COST
CTSH CTRP CTRP CTRP CTRP COST CTRP CTRP CTSH CTRP
DELL CTSH CTSH CTSH CTSH CTRP CTSH CTSH CTXS CTSH
DTV DELL DELL DELL DELL CTSH CTXS CTXS DELL CTXS
EBAY DTV DTV DTV DTV DELL DELL DELL DTV DELL
ERTS EBAY EBAY EBAY EBAY DTV DTV DTV EBAY DTV
ESRX ERTS ERTS ERTS ERTS EBAY EBAY EBAY ERTS EBAY
EXPD ESRX ESRX ESRX ESRX ERTS ERTS ERTS ESRX ERTS
EXPE EXPD EXPD EXPD EXPD ESRX ESRX ESRX EXPD ESRX
FAST EXPE EXPE EXPE EXPE EXPD EXPD EXPD FAST EXPD
FISV FAST FAST FAST FAST EXPE EXPE FAST FISV FAST
FLEX FISV FISV FISV FISV FAST FAST FISV FLEX FISV
FLIR FLEX FLEX FLEX FLEX FISV FISV FLEX FLIR FLEX
FSLR FLIR FLIR FLIR FLIR FLEX FLEX FLIR FSLR FLIR
GENZ FSLR FSLR FSLR FSLR FLIR FLIR FSLR GENZ FSLR
GILD GENZ GENZ GENZ GENZ FSLR FSLR GENZ GILD GENZ
GRMN GILD GILD GILD GILD GENZ GENZ GILD GOOG GILD
HSIC GRMN GRMN GRMN GRMN GILD GILD GOOG GRMN GOOG
ILMN HSIC HSIC HSIC HSIC GRMN GRMN GRMN HSIC GRMN
INFY ILMN ILMN ILMN ILMN HSIC HSIC HSIC ILMN HSIC
INTC INFY INFY INFY INFY ILMN ILMN ILMN INFY ILMN
INTU INTC INTC INTC INTC INFY INFY INFY INTC INFY
ISRG INTU INTU INTU INTU INTC INTC INTC INTU INTC
JOYG ISRG ISRG ISRG ISRG INTU INTU INTU ISRG INTU
KLAC JOYG JOYG JOYG JOYG ISRG ISRG ISRG JOYG ISRG
LIFE KLAC KLAC KLAC KLAC JOYG JOYG JOYG KLAC JOYG
LINTA LIFE LIFE LIFE LIFE KLAC KLAC KLAC LIFE KLAC
LLTC LINTA LINTA LINTA LINTA LIFE LIFE LIFE LINTA LIFE
LRCX LLTC LLTC LLTC LLTC LINTA LINTA LINTA LLTC LINTA
MAT LRCX LRCX LRCX LRCX LLTC LLTC LLTC LRCX LLTC
MCHP MAT MAT MAT MAT LRCX LRCX LRCX MAT LRCX
MRVL MCHP MCHP MCHP MCHP MAT MAT MAT MCHP MAT
MSFT MRVL MRVL MRVL MRVL MCHP MCHP MCHP MRVL MCHP
MU MSFT MSFT MSFT MSFT MRVL MRVL MRVL MSFT MRVL
MXIM MU MU MU MU MSFT MSFT MSFT MU MU
MYL MXIM MXIM MXIM MXIM MU MU MU MXIM MXIM
NFLX MYL MYL MYL MYL MXIM MXIM MXIM MYL MYL
NIHD NFLX NFLX NFLX NFLX MYL MYL MYL NFLX NFLX
NTAP NIHD NIHD NIHD NIHD NFLX NFLX NFLX NIHD NIHD
NVDA NTAP NTAP NTAP NTAP NIHD NIHD NIHD NTAP NTAP
NWSA NVDA NVDA NVDA NVDA NTAP NTAP NTAP NVDA NVDA
ORCL NWSA NWSA NWSA NWSA NVDA NVDA NVDA NWSA NWSA
ORLY ORCL ORCL ORCL ORCL NWSA NWSA NWSA ORCL ORCL
PAYX ORLY ORLY ORLY ORLY ORCL ORCL ORCL ORLY ORLY
PCAR PAYX PAYX PAYX PAYX ORLY ORLY ORLY PAYX PAYX
PCLN PCLN PCLN PCLN PCLN PAYX PAYX PAYX PCLN PCLN
QCOM QCOM QCOM QCOM QCOM PCLN PCLN PCLN QCOM QCOM
QGEN QGEN QGEN QGEN QGEN QCOM QCOM QCOM QGEN QGEN
RIMM RIMM RIMM RIMM RIMM QGEN QGEN QGEN RIMM RIMM
ROST ROST ROST ROST ROST RIMM RIMM RIMM ROST ROST
SBUX SBUX SBUX SBUX SBUX ROST ROST ROST SBUX SBUX
SHLD SHLD SHLD SHLD SHLD SBUX SBUX SBUX SHLD SHLD
SIAL SIAL SIAL SIAL SIAL SHLD SHLD SHLD SNDK SNDK
SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL
SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC
TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA
URBN URBN URBN URBN URBN URBN URBN URBN URBN URBN
VMED VMED VMED VMED VMED VMED VMED VMED VMED VMED
VOD VOD VOD VOD VOD VOD VOD VOD VOD VOD
VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN
VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX
WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX
WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI
WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX
YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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To: Gottfried who wrote (51183)2/15/2011 11:26:51 PM
From: Return to Sender
1 Recommendation   of 66279
 
From Briefing.com: 4:30 pm : A deluge of data failed to inspire buyers to build on the prior session's two-year closing high. Instead, the major equity averages fell modestly.

Stocks stretched in the prior session so that the S&P 500 came within reach of the 100% gain level from its 2009 low, but participants were generally inclined to sell today. As such, energy and materials plays, which had been leaders in the prior session, succumbed to profit taking. Both sectors logged losses of 1.1%.

Overall pressure was more mild, but utilities (+0.3%) and consumer discretionary stocks (+0.1%) were the only two sectors to score gains. The discretionary space was helped by Marriott (MAR 41.46, +0.46), which reported a better-than-expected bottom line, but issued a mixed outlook.

In other corporate news, Marsh & McLennan (MMC 30.23, +1.36) posted an upside surprise of its own. That helped its shares surge. FedEx (FDX 95.98, +1.99) trimmed its forecast. That was widely forgiven because the revision stemmed from the impact of weather, although higher fuel prices also played a part.

In the latest merger news, NYSE Euronext (NYX 38.12, -1.33) and Deutsche Boerse confirmed that they will combine.

Despite those announcements, data was the theme of the day. Among the more widely watched reports, advance retail sales and sales less autos both increased by 0.3% in January. Economists polled by Briefing.com had expected, on average, increases of 0.5% and 0.6%, respectively. The retail sales picture was further imbued by news that figures for the prior month were revised downward.

The Empire Manufacturing Survey for February came in at 15.4. That was up from the 11.9 posted for the prior month, but in line with the 15.5 consensus call published by Briefing.com.

Import prices for January increased 1.5% month over month, Net Treasury International Capital Flows increased to $48.2 billion in December from $35.6 billion in the prior month, and business inventories for December increased 0.8%. Those reports were assigned secondary status, though.

As for overseas data, China's CPI increased by 4.9% in January. Though that marked an acceleration from the 4.6% increase in December, it wasn't as bad as what had been widely feared. Still, China's PPI for January spiked an even sharper 6.6% after a 5.9% increase in the prior month. Japan reported that its industrial production increased 3.3% during December. The country's central bank also upgraded its economic outlook, but made no change to its key interest rate.

In Europe, France and Germany both reported that their fourth quarter GDP grew 0.4%, but eurozone GDP expanded at a slower 0.3% in the fourth quarter. The eurozone ZEW Survey for February improved to 29.5 from 25.4 in January, but Germany's February ZEW made a more modest improvement to 15.7 from 15.4 from the prior month. Consumer prices heated up even further in the United Kingdom with a 4.0% increase in January after a 3.7% increase in December. That report helped drive the British pound higher against the greenback.

Although the pound gained ground against the dollar, the Dollar Index managed to finish the trading session flat as the dollar advanced against the yen. The Dollar Index just set a three-week high in the prior session.

Advancing Sectors: Utilities (+0.3%), Consumer Discretionary (+0.1%)
Unchanged: Consumer Staples
Declining Sectors: Health Care (-0.1%), Financials (-0.2%), Telecom (-0.3%), Industrials (-0.3%), Tech (-0.5%), Energy (-1.1%), Materials (-1.1%)DJ30 -41.55 NASDAQ -12.83 NQ100 -0.2% R2K -0.7% SP400 -0.5% SP500 -4.31 NASDAQ Adv/Vol/Dec 1007/2.01 bln/1627 NYSE Adv/Vol/Dec 1131/927 mln/1828

5:22PM MEMC Elec reported that Samsung Fine Chemicals and the co sign polysilicon joint venture agreement (WFR) 14.14 -0.21 : Samsung Fine Chemicals (SFC) and MEMC Electronic Materials (WFR) announced a joint venture agreement between SFC and MEMC's affiliate, MEMC Singapore, to produce high purity polysilicon in Ulsan, Korea. Through a 50/50 capital investment, the joint venture will build and operate a new facility on an existing SFC property in Ulsan. The facility, which is expected to begin production in 2013, will have an initial capacity of 10,000 metric tons of polysilicon annually, and have the potential to expand to satisfy rapidly growing demand over time.

4:07PM Dell beats by $0.16, reports revs in-line; guides FY12 revs above consensus (DELL) 13.91 -0.18 : Reports Q4 (Jan) earnings of $0.53 per share, $0.16 better than the Thomson Reuters consensus of $0.37; revenues rose 5.3% year/year to $15.69 bln vs the $15.71 bln consensus. Reports Q4 non-GAAP operating margins of 6.5% vs 6.3% Thomson Reuters consensus. Dell sees FY12 rev +5-9% vs. +4.7% consensus (equates to ~$64.6-67.0 bln vs. $64.43 bln Thomson Reuters consensus). Dell sees FY12 non-GAAP operating income growth of 6-12%, may not compare to +5.6% consensus... For its fiscal-year 2012, Dell expects revenue growth of 5 to 9 percent, non-GAAP operating income growth of 6 to 12 percent, and continued strong execution on cash flow with cash flow from operations exceeding net income. In its first quarter of fiscal-year 2012, Dell expects normal seasonal declines in its consumer and public businesses and, as such, a slight sequential decline in revenue (consensus calls for -1.5% QoQ). Stock is halted.

4:06PM Analog Devices beats by $0.05, reports revs in-line; guides Q2 EPS above consensus, revs in-line (ADI) 41.00 +0.01 : Reports Q1 (Jan) earnings of $0.70 per share, includes $0.04 of one-time tax benefit items, $0.05 better than the Thomson Reuters consensus of $0.65; revenues rose 20.8% year/year to $728.5 mln vs the $728.2 mln consensus. Co issues mixed guidance for Q2, sees EPS of $0.65-0.69 vs. $0.64 Thomson Reuters consensus; sees Q2 revs of $730-760 mln vs. $730.27 mln Thomson Reuters consensus. For the balance of the year, co is planning for expenses to grow slower than revenues.

10:02AM SMTC Corp receives commendation from the City of San Jose (SMTX) 3.50 -0.06 : Co received a Letter of Commendation from the City of San Jose in recognition of the company's presence and operations in Silicon Valley and for its efforts in growing the regional economy. A brief ceremony was held at City Hall and hosted by San Jose Mayor Chuck Reed.

Suniva announced that it is working with Varian Semiconductor Equipment Associates (VSEA) to use ion implantation of boron in the manufacture of solar cells.

SMSC (SMSC) announced that Qualcomm Incorporated (QCOM) has licensed SMSC's patented Inter-Chip Connectivity technology.

Broadcom (BRCM) and ARM (ARMH) announced the signing of a broad reaching license agreement, enabling Broadcom to access the entire range of ARM processors, from the smallest, lowest-power ARM CortexTM-M0 processor, through to the newly introduced, high-performance Cortex-A15 application processor and beyond.

RF Micro Devices (RFMD) announced that Samsung has selected RFMD's PowerSmart power platforms and WiFi components to enable a broad portfolio of next-generation 3G/4G devices, Galaxy S 2 and Galaxy Tab 10.1. Additionally, co announced the addition of four new products to its expanding portfolio of front end modules for 3G/4G switch and signal conditioning applications.

# Skyworks Solutions (SWKS) introduced a new family of antenna switch modules for dual and triple-mode smart phones, tablets and datacards. and power efficiency of the SPARC T3 to the communications market.

# Ericsson (ERIC) and Polycom (PLCM) announced collaboration around an integrated end-to-end solution for hosted telepresence services that will enable telecom operators to deliver affordable, high-definition visual communications services to businesses and consumers.

Powerwave Technologies (PWAV) introduced its new lineup of mobile broadband site solutions that are optimized for operators to quickly and cost-effectively deploy 4G services over existing 2G/3G infrastructure.

Sierra Wireless (SWIR) announced that NetComm has selected Sierra Wireless AirPrime MC7750 and MC7710 intelligent embedded modules to provide 4G cellular network connectivity for its new NetComm Liberty Series LTE WiFi Router. Additionally, co announced that LANCOM has selected Sierra Wireless AirPrime intelligent embedded modules to provide wireless network connectivity for its new line of 4G cellular broadband VPN routers.

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To: Return to Sender who wrote (51184)2/16/2011 2:09:38 PM
From: Donald Wennerstrom
1 Recommendation   of 66279
 
Tech Firms Remain Standouts In Solid Earnings Season
By Ed Carson IBD
Mon., Feb. 14, '11 3:10 PM ET

Q4 earnings season is winding down, with nearly three-quarters of the S&P 500 already reporting results. And tech firms, not surprisingly, remain a standout.

81% of S&P 500 tech firms that have reported had topped analysts’ earnings forecasts as of Monday morning, according to data from Thomson Reuters. That’s second only to health care, where 83% have beaten views. Among all 10 sectors, it’s 72%. The long-term average is 62%.

Tech earnings are on track to climb 21.6% vs. a year earlier. That’s tied with industrials for 4th best. Financials, benefiting from one last ultra-easy year-earlier comparison, are delivering eye-popping growth. Energy and materials earnings are soaring along with demand and prices for commodities.

But where techs really stand out is with revenue. S&P 500 tech firms should end up with 16% sales growth, tied with energy as the best sector. And 80% of tech companies are beating revenue forecasts, more than any other sector.

Strong top-line growth bodes well for future earnings. Technology firms aren’t relying just on squeezing costs and other efficiency gains but on real and increasing demand for their wares and services.

Three tech firms in the IBD 50 report earnings this week, including the S&P 500’s NetApp (NTAP).

blogs.investors.com

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From: Gottfried2/16/2011 7:56:07 PM
1 Recommendation   of 66279
 
bpNDX is unchanged from yesterday's scan: 85%

Feb03 Feb04 Feb07 Feb08 Feb09 Feb10 Feb11 Feb14 Feb15 Feb16



AAPL
AAPL AAPL AAPL AAPL AAPL AAPL AAPL ADBE AAPL AAPL
ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADP ADBE ADBE
ADP ADP ADP ADP ADP ADP ADP ADSK ADP ADP
ADSK ADSK ADSK ADSK ADSK ADSK ADSK ALTR ADSK ADSK
AKAM AKAM AKAM AKAM AKAM ALTR ALTR AMAT ALTR ALTR
ALTR ALTR ALTR ALTR ALTR AMAT AMAT AMGN AMAT AMAT
AMAT AMAT AMAT AMAT AMAT AMGN AMGN AMZN AMGN AMGN
AMGN AMGN AMGN AMGN AMGN AMZN AMZN APOL AMZN AMZN
APOL APOL APOL APOL AMZN APOL APOL BBBY APOL APOL
BBBY BBBY BBBY BBBY APOL BBBY BBBY BIDU BBBY BBBY
BIDU BIDU BIDU BIDU BBBY BIDU BIDU BIIB BIDU BIDU
BIIB BIIB BIIB BIIB BIDU BIIB BIIB BMC BIIB BIIB
BMC BMC BMC BMC BIIB BMC BMC BRCM BMC BMC
BRCM BRCM BRCM BRCM BMC BRCM BRCM CA BRCM BRCM
CA CA CA CA BRCM CA CA CERN CA CA
CERN CERN CERN CERN CA CERN CERN CHKP CERN CERN
CHKP CHKP CHKP CHKP CERN CHKP CHKP CHRW CHKP CHKP
CHRW CHRW CHRW CHRW CHKP CHRW CHRW CMCSA CHRW CHRW
CMCSA CMCSA CMCSA CMCSA CHRW CMCSA CMCSA COST CMCSA CMCSA
COST COST COST COST CMCSA COST COST CTRP COST COST
CTRP CTRP CTRP CTRP COST CTRP CTRP CTSH CTRP CTRP
CTSH CTSH CTSH CTSH CTRP CTSH CTSH CTXS CTSH CTSH
DELL DELL DELL DELL CTSH CTXS CTXS DELL CTXS CTXS
DTV DTV DTV DTV DELL DELL DELL DTV DELL DELL
EBAY EBAY EBAY EBAY DTV DTV DTV EBAY DTV DTV
ERTS ERTS ERTS ERTS EBAY EBAY EBAY ERTS EBAY EBAY
ESRX ESRX ESRX ESRX ERTS ERTS ERTS ESRX ERTS ERTS
EXPD EXPD EXPD EXPD ESRX ESRX ESRX EXPD ESRX ESRX
EXPE EXPE EXPE EXPE EXPD EXPD EXPD FAST EXPD EXPD
FAST FAST FAST FAST EXPE EXPE FAST FISV FAST FAST
FISV FISV FISV FISV FAST FAST FISV FLEX FISV FISV
FLEX FLEX FLEX FLEX FISV FISV FLEX FLIR FLEX FLEX
FLIR FLIR FLIR FLIR FLEX FLEX FLIR FSLR FLIR FLIR
FSLR FSLR FSLR FSLR FLIR FLIR FSLR GENZ FSLR FSLR
GENZ GENZ GENZ GENZ FSLR FSLR GENZ GILD GENZ GENZ
GILD GILD GILD GILD GENZ GENZ GILD GOOG GILD GILD
GRMN GRMN GRMN GRMN GILD GILD GOOG GRMN GOOG GOOG
HSIC HSIC HSIC HSIC GRMN GRMN GRMN HSIC GRMN GRMN
ILMN ILMN ILMN ILMN HSIC HSIC HSIC ILMN HSIC HSIC
INFY INFY INFY INFY ILMN ILMN ILMN INFY ILMN ILMN
INTC INTC INTC INTC INFY INFY INFY INTC INFY INFY
INTU INTU INTU INTU INTC INTC INTC INTU INTC INTC
ISRG ISRG ISRG ISRG INTU INTU INTU ISRG INTU INTU
JOYG JOYG JOYG JOYG ISRG ISRG ISRG JOYG ISRG ISRG
KLAC KLAC KLAC KLAC JOYG JOYG JOYG KLAC JOYG JOYG
LIFE LIFE LIFE LIFE KLAC KLAC KLAC LIFE KLAC KLAC
LINTA LINTA LINTA LINTA LIFE LIFE LIFE LINTA LIFE LIFE
LLTC LLTC LLTC LLTC LINTA LINTA LINTA LLTC LINTA LINTA
LRCX LRCX LRCX LRCX LLTC LLTC LLTC LRCX LLTC LLTC
MAT MAT MAT MAT LRCX LRCX LRCX MAT LRCX LRCX
MCHP MCHP MCHP MCHP MAT MAT MAT MCHP MAT MAT
MRVL MRVL MRVL MRVL MCHP MCHP MCHP MRVL MCHP MCHP
MSFT MSFT MSFT MSFT MRVL MRVL MRVL MSFT MRVL MRVL
MU MU MU MU MSFT MSFT MSFT MU MU MU
MXIM MXIM MXIM MXIM MU MU MU MXIM MXIM MXIM
MYL MYL MYL MYL MXIM MXIM MXIM MYL MYL MYL
NFLX NFLX NFLX NFLX MYL MYL MYL NFLX NFLX NFLX
NIHD NIHD NIHD NIHD NFLX NFLX NFLX NIHD NIHD NIHD
NTAP NTAP NTAP NTAP NIHD NIHD NIHD NTAP NTAP NTAP
NVDA NVDA NVDA NVDA NTAP NTAP NTAP NVDA NVDA NVDA
NWSA NWSA NWSA NWSA NVDA NVDA NVDA NWSA NWSA NWSA
ORCL ORCL ORCL ORCL NWSA NWSA NWSA ORCL ORCL ORCL
ORLY ORLY ORLY ORLY ORCL ORCL ORCL ORLY ORLY ORLY
PAYX PAYX PAYX PAYX ORLY ORLY ORLY PAYX PAYX PAYX
PCLN PCLN PCLN PCLN PAYX PAYX PAYX PCLN PCLN PCLN
QCOM QCOM QCOM QCOM PCLN PCLN PCLN QCOM QCOM QCOM
QGEN QGEN QGEN QGEN QCOM QCOM QCOM QGEN QGEN QGEN
RIMM RIMM RIMM RIMM QGEN QGEN QGEN RIMM RIMM RIMM
ROST ROST ROST ROST RIMM RIMM RIMM ROST ROST ROST
SBUX SBUX SBUX SBUX ROST ROST ROST SBUX SBUX SBUX
SHLD SHLD SHLD SHLD SBUX SBUX SBUX SHLD SHLD SHLD
SIAL SIAL SIAL SIAL SHLD SHLD SHLD SNDK SNDK SNDK
SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL
SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC
TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA
URBN URBN URBN URBN URBN URBN URBN URBN URBN URBN
VMED VMED VMED VMED VMED VMED VMED VMED VMED VMED
VOD VOD VOD VOD VOD VOD VOD VOD VOD VOD
VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN
VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX
WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX
WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI
WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN
XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX
YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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To: Gottfried who wrote (51186)2/16/2011 11:08:56 PM
From: Return to Sender
1 Recommendation   of 66279
 
From Briefing.com: 4:30 pm : Natural resource plays led the broader market to another session of strong gains. Data had little sway with traders, though.

Buying abroad overnight and this morning helped bring buyers back into action after the prior session's slip. The stock market's ability to bounce right back from that loss was also indicative that a buy-the-dip mentality continues to permeate trade.

Positive responses to the latest quarterly results from Comcast (CMCSA 25.13, +0.97), Dell (DELL 15.56, +1.65), and Deere (DE 95.86, +2.24) also helped perpetuate an upbeat tone.

Other corporate news included word that Genzyme (GENZ 75.10, +0.80) has agreed to be purchased by Sanofi-Aventis (SNY 34.95, +0.46) for $74 per share plus a Contingent Value Right. That announcement overshadowed disappointing results from GENZ.

Shares of discount retailers benefited from a strong bid after Trian Group issued a proposal to acquire Family Dollar (FDO 53.54, +9.58) for a price in the range of $55 to $60 per share in cash. The specified range represents a premium of at least 25% over FDO's prior session closing price.

Energy stocks and materials stocks made up the two strongest performing sectors. They both snapped back from sizable losses in the prior session to record gains of 1.3% and 1.2%, respectively. Both sectors steadily outperformed for virtually all of the session.

At its session high, the S&P 500 was up 0.7%, but some mid-session selling slashed that gain to less than 0.2%. Pressure intensified around the same time that Reuters reported the planned presence of two Iranian warships in the Suez Canal. Concern about potential geopolitical implications of such a move were pushed aside, at least for now, so that stocks could gradually recoup most of their gains and settle at new two-year closing highs.

Market participants had a relatively muted response to minutes from the latest FOMC meeting, even though the record indicated that the Fed has raised its economic forecast and noted that risks to GDP growth have diminished.

As for data, producer prices for January increased by 0.8%, which is slightly greater than the 0.7% increase that had been generally expected among economists surveyed by Brieifng.com. Producer prices had increased 1.1% in the prior month. As for core producer prices, they increased a more tepid 0.5% month over month, but that is still sharper than the 0.2% increase that had been widely expected after a 0.2% increase in the prior month.

Housing starts for January had been expected, on average, among economists polled by Briefing.com to hit an annualized rate of 540,000, but instead they spiked 14.6% month over month to an annualized rate of 596,000. The surge makes for a sharp rebound from the downwardly revised 5.1% decline that was reported for the prior month.

Building permits for January dropped 10.4% from the prior month to an annualized rate of 562,000. After a 15.3% jump in the prior month, January building permits had been widely expected to come in at 575,000.

Industrial production for January was just posted. It fell 0.1%, which contrasts with the Briefing.com consensus call for a 0.6% increase.

Advancing Sectors: Energy (+1.3%), Materials (+1.2%), Consumer Discretionary (+0.8%), Tech (+0.8%), Financial (+0.6%), Health Care (+0.5%), Industrials (+0.4%), Consumer Staples (+0.2%)
Declining Sectors: Telecom (-0.3%), Utilities (-0.3%)DJ30 +61.53 NASDAQ +21.21 NQ100 +0.7% R2K +1.0% SP400 +0.7% SP500 +8.31 NASDAQ Adv/Vol/Dec 1745/2.28 bln/904 NYSE Adv/Vol/Dec 2256/926 mln/745

5:02PM Teradyne reached an agreement to sell its Automotive Diagnostic Solutions unit to SPX Corporation (SPW) (TER) 18.92 +1.05 : Co has reached an agreement to sell its Automotive Diagnostic Solutions unit to SPX Corporation. Diagnostic Solutions, which serves transportation OEMs, tier-one suppliers and independent service providers is based in Manchester, England and has other major operations in Munich and Detroit. The terms of the sale were not disclosed. Completion of the transaction is expected no later than the second quarter 2011.

4:11PM Rubicon Tech beats by $0.14, beats on revs; guides Q1 EPS upside, revs in-line (RBCN) 21.11 +0.71 : Reports Q4 (Dec) earnings of $0.64 per share, $0.14 better than the Thomson Reuters consensus of $0.50; revenues rose 247.1% year/year to $29.5 mln vs the $26.8 mln consensus. Co issues upside guidance for Q1, sees EPS of $0.62-0.65 vs. $0.52 Thomson Reuters consensus; sees Q1 revs of $34-36 mln vs. $31.30 mln Thomson Reuters consensus.

4:07PM NetApp beats by $0.02, reports revs in-line; guides Q4 EPS below consensus, revs in-line (NTAP) 58.54 +0.10 : Reports Q3 (Jan) earnings of $0.52 per share, excluding non-recurring items, $0.02 better than the Thomson Reuters consensus of $0.50; revenues rose 25.3% year/year to $1.27 bln vs the $1.28 bln consensus. Co issues guidance for Q4, sees EPS of $0.49-0.53, excluding non-recurring items, vs. $0.54 Thomson Reuters consensus; sees Q4 revs +15-20% YoY to $1.36-1.41 bln vs. $1.38 bln Thomson Reuters consensus.

4:02PM Cray beats by $0.19, beats on revs; guides Q1 revs above consensus; guides FY11 revs below consensus (CRAY) .26 +0.15 : Reports Q4 (Dec) earnings of $1.46 per share, $0.19 better than the Thomson Reuters consensus of $1.27; revenues rose 148.8% year/year to $219.4 mln vs the $213.3 mln consensus. Co issues upside guidance for Q1, sees Q1 revs of $35-40 mln vs. $35.00 mln Thomson Reuters consensus. Co issues downside guidance for FY11, sees FY11 revs of $320-340 mln vs. $340.34 mln Thomson Reuters consensus. For the year, gross margins are expected to be in the range of 2010 levels and operating expenses are expected to be higher than 2010, driven primarily by lower anticipated R&D co-funding credits. Based on this outlook, the co expects to be profitable for 2011. Cash balances are expected to increase significantly from fourth quarter levels by the end of the first quarter of 2011.

9:51AM F5 Networks slips back into the red after slightly firmer start (FFIV) 125.10 -1.27 : Stock surged more than 26% off its Jan to to test its 50 sma yesterday off the open. It pulled back and finished in the red Tuesday and this morning it has slipped after a limited push higher off the open. Its 50 ema at 124.50 has provided a support thus far today with its 20 day ema at 123.40.

# STMicroelectronics (STM) and LifeNexus , announced that STMicroelectronics will produce the iChip microprocessor for the LifeNexus Personal Health Card.

# Texas Instruments (TXN) introduced a serial-controlled, 16-channel constant-current sink LED driver with four-channel grouped delay.

# Maxim (MXIM) introduced sampling of the MAX2550-MAX2552, a family of multiband transceivers specifically designed for a new range of dongle, module, and stand-alone femto base stations.

# Agilent (A) announced that they have entered into a licensing agreement with Qualcomm (QCOM) for factory test technology.

08:41 am Dell tgt raised to $18 at Stifel following earnings: . Stifel is raising their tgt to $18 from $16 on higher ests following earnings last night. With a setup where they viewed investor sentiment to largely reflect limited/no directional expectations, they believe Dell's Q4 results and FY12 outlook should result in a healthy share reaction and potential reengagement among value investors. While investors will be left to gauge the impact of decelerating favorable component cost dynamics on the co's GM% story thru FY12 (expect favorable trends to continue thru 1H12), they believe Dell's operational/supply-chain realignment, solutions mix shift, and increased comfort in pricing discipline are viewed as positives.

08:27 am Hewlett-Packard target raised to $55 at Wedbush: . Wedbush raises their HPQ tgt to $55 from $50 saying they that HPQ should be able to modestly beat the January quarter top line Street estimate of $32.96B and materially beat the bottom line Street estimate of $1.29. Firm says the corporate refresh cycle is still going strong and they expect HP to benefit from strength in the enterprise as well as commercial refresh cycles. For the January quarter, they expect material upside to gross margin estimates primarily due to lower component costs and increasing revenue contribution from higher margin businesses such as networking and storage.

10:57 am DELL Guides FY12 Revs Above Consensus (DELL)

Dell (DELL $15.22 +1.31) reported fourth quarter earnings of $0.53 per share, $0.16 better than the Thomson Reuters consensus of $0.37.

Revenues rose 5.3% year-over-year to $15.69 billion versus the $15.71 billion consensus.

Reports fourth quarter non-GAAP operating margins of 6.5% versus 6.3% Thomson Reuters consensus. Dell sees FY12 rev +5% to +9% versus +4.7% consensus (equates to approx. $64.6 billion to $67.0 billion versus $64.43 billion Thomson Reuters consensus).

Dell sees FY12 non-GAAP operating income growth of 6-12%, may not compare to +5.6% consensus.

For its fiscal-year 2012, Dell expects revenue growth of 5 to 9 percent, non-GAAP operating income growth of 6% to 12%, and continued strong execution on cash flow with cash flow from operations exceeding net income.

In its first quarter of fiscal-year 2012, Dell expects normal seasonal declines in its consumer and public businesses and, as such, a slight sequential decline in revenue (consensus calls for -1.5% quarter-over-quarter).

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From: Donald Wennerstrom2/17/2011 10:33:38 AM
1 Recommendation   of 66279
 
Feb 16, 2011
5:19 PM Chip Inventories Manageable? Wait To Buy, Says JP Morgan
Posted by Tiernan Ray

Tidbits from the semiconductor world — Analog Devices’s (ADI) Q1 conference call last night, for example — have brought encouraging signs that an inventory correction in chips late last year is resolving itself in short order.

But watch out, say the folks at research firm iSuppli. Chip analyst Sharon Stiefel notes this afternoon that semiconductor inventory held by the chip makers themselves surged to a two-and-a-half-year high in Q4 of last year, at 83.6 days of inventory, up 7% from Q3’s level of 78.1 days. The last time inventory was this high was in Q2 of 2008, right before the downturn, Stiefel notes.

Inventory levels arguably now are high by any standard, illustrating the difficulty of controlling chip stockpiles even with semiconductor suppliers’ arduous efforts to keep them in check. The sharp increase of semiconductor inventory during the fourth quarter defied expectations of a decline for the period. This inflated level of inventory could become a concern if semiconductor industry growth falls short of expectations in 2011.

For the moment, at least, the forecast for this year for 5.6% semiconductor revenue growth should make the surge in inventory “manageable,” Stiefel believes.

But manageable, for an investor, may mean waiting a bit, says JP Morgan chip analyst Christopher Danely.

Danely today writes that total semiconductor industry factory utilization rate in Q4 was 93.1%, down from 95% in Q3, but still above his expectation for 89%, as capacity rose 4% in the quarter, which was higher than the normal seasonal increase of 1% that’s typical in Q4, and demand rose 2%.

He thinks utilization’s probably about the same this quarter, but will rise to 95% in Q2, as capacity rises 3% and wafer demand rises 5%.

What does all that mean? “We expect many semiconductor companies to capitulate and lower utilization rates over the next few months as it becomes obvious that production rates and inventory are too high,” given that bookings growth in Q4 declined generally. “As a result, we expect reductions in gross and operating margins which lead to a reduction in Consensus estimates.”

That means, he writes, that, “The best time to buy semiconductor stocks is [...] after semiconductor companies lower utilization rates, which generally sets in motion a fundamental bottom as it usually means most of the negative earnings revisions have occurred. We expect this to happen some time during the first half of 2011.”

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From: Gottfried2/17/2011 7:06:01 PM
1 Recommendation   of 66279
 
bpNDX fell one to 84% [NTAP]

Feb04 Feb07 Feb08 Feb09 Feb10 Feb11 Feb14 Feb15 Feb16 Feb17



AAPL
AAPL AAPL AAPL AAPL AAPL AAPL ADBE AAPL AAPL
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ADSK ADSK ADSK ADSK ADSK ADSK ALTR ADSK ADSK ADP
AKAM AKAM AKAM AKAM ALTR ALTR AMAT ALTR ALTR ADSK
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YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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From: Return to Sender2/17/2011 9:39:16 PM
1 Recommendation   of 66279
 
From Briefing.com: 4:30 pm : After digesting the latest dose of data the major equity averages brushed aside some fainthearted selling to extend their climb to new two-year highs. Natural resource plays led the move for the second straight session.

There was little surprise to the initial jobless claims tally for the week ended February 12. Initial claims increased from 385,000 in the prior week to 410,000, which is in stride with the 408,000 initial claims that had been expected, on average, among economists polled by Briefing.com. Continuing claims were essentially unchanged at 3.91 million.

Consumer prices for January featured a 0.4% increase in the headline number and a 0.2% increase in the core number. The consensus among economists polled by Briefing.com had called for a 0.3% increase in total CPI and a 0.1% increase in core CPI. Prior month increases were 0.4% and 0.1%, respectively, for total and core consumer prices.

The Philadelphia Fed Survey for February surged to a seven-year high of 35.9. Economists had generally expected a reading of only 21.0 after it came in at 19.3 in the prior month.

Leading Indicators for January increased by just 0.1%, which is shy of the 0.3% increase that had been widely anticipated. Indicators for December were downwardly revised to reflect a 0.8% increase.

Data did little to provide direction to morning participants, who were initially inclined to sell. It became clear, though, that there was little conviction behind the selling as stocks gradually turned modest losses into modest gains. The move reflected the broad market's bullish bias, which has helped stocks gain 10 times in the 13 sessions traded so far this month.

Materials stocks (+0.9%) and energy stocks (+0.8%) were leaders in the latest move. The two sectors also outperformed in the prior session and are now up 2.0% and 3.1% week to date, respectively.

There wasn't much news out of the materials sector, but energy plays Apache (APA 120.62, +0.11) and Pride International (PDE 40.55, +0.02) settled near the neutral line after the pair had posted quarterly results this morning. Williams Companies (WMB 30.08, +2.32) was a standout in the space after it announced better-than-expected earnings, an increased dividend, and plans to separate into two stand-alone publicly traded companies.

Semiconductors also made strong gains. NVIDIA (NVDA 25.68, +2.30) led the Philadelphia Semiconductor Index to a 1.4% gain following its latest quarterly report and forecast.

Financials failed to follow the broader market's lead this session. Instead, the sector fell to a 0.1% loss after it failed to push into positive territory on only on a few occasions. Regional banks (-1.3%) and diversified banks (-1.1%) weighed on the sector.

Advancing Sectors: Materials (+0.9%), Energy (+0.8%), Consumer Staples (+0.7%), Telecom (+0.3%), Utilities (+0.3%), Health Care (+0.3%), Tech (+0.2%), Industrials (+0.2%), Consumer Discretionary (+0.1%)
Declining Sectors: Financial (-0.1%)DJ30 +29.97 NASDAQ +6.02 SP500 +4.11 NASDAQ Adv/Vol/Dec 1575/1.94 bln/1053 NYSE Adv/Vol/Dec 1868/881 mln/1126

4:11PM Sunpower beats by $0.31, reports revs in-line; guides Q1 EPS in-line, revs in-line; guides FY11 EPS and revs above consensus (SPWRA) 17.43 +0.29 : Reports Q4 (Dec) earnings of $1.36 per share, excluding non-recurring items, $0.31 better than the Thomson Reuters consensus of $1.05; revenues rose 71.0% year/year to $937.1 mln vs the $931.4 mln consensus. Co issues in-line guidance for Q1, sees EPS of $0.15-0.21, excluding non-recurring items, vs. $0.16 Thomson Reuters consensus; sees Q1 revs of $475-525 mln vs. $488.61 mln Thomson Reuters consensus. Co issues upside guidance for FY11, sees EPS of $2.00-2.20, excluding non-recurring items, vs. $1.87 Thomson Reuters consensus; sees FY11 revs of $2.8-2.95 bln vs. $2.78 bln Thomson Reuters consensus.

JA Solar Holdings (JASO) announced that it has developed a new high-power multi-crystalline solar cell with a conversion efficiency of 18.2%, representing a significant breakthrough in multi-crystalline silicon solar cell technology.

7:05AM Anadigics beats by $0.01, beats on revs; guides Q1 EPS below consensus (ANAD) 6.53 : Reports Q4 (Dec) earnings of $0.07 per share, $0.01 better than the Thomson Reuters consensus of $0.06; revenues rose 44.0% year/year to $60.2 mln vs the $58 mln consensus. Co issues downside guidance for Q1, sees EPS of ($0.07)-(0.08), excluding non-recurring items, vs. $0.04 Thomson Reuters consensus. "We are seeing indications of greater than normal seasonality in the first quarter of 2011 primarily due to softness in China and through our distribution channels relating to excess inventories, coupled with a continued market correction expected to further impact our Cable and WiMax revenue."

7:04AM Plexus authorizes to repurchase up to $200 mln of its common stock (PLXS) 29.27 : Co announces its Board has approved a new stock repurchase program under which the co is authorized to repurchase up to $200 mln of its common stock. The Board has also authorized the co to fund the stock repurchase program with existing cash and new long-term debt of up to $200 mln. This borrowing transaction is expected to close by the end of the co's fiscal third quarter.

10:49 am NVDA Guides Q1 Revs Above Consensus (NVDA)

NVIDIA (NVDA $24.24 +0.86) reported fourth quarter GAAP earnings of $0.29 per share, including a $37.1 million after tax legal settlement from INTC, vs. the GAAP Thomson Reuters consensus of $0.22; revenues fell 9.8% year/year to $886.4 million vs the $892.2 million consensus.

For the first quarter, the company expects revenues to grow 6% to 8% year-over-year to approx. $939.6 million to $957.3 million versus $888.52 million Thomson Reuters consensus, with GAAP GM of 48.5% to 49.5%.

GAAP gross margin was a record 48.1% compared with 46.5% in the previous quarter and 44.7 percent in the same period a year earlier. "Tegra is positioned center stage in the revolution in super phones and tablets, while Tesla is becoming an essential processor for supercomputing. I have never been more excited about NVIDIA's prospects."

09:59 am NTAP Guides Q4 Below Consensus (NTAP)

NetApp (NTAP $53.13 -5.40) reports third quarter earnings of $0.52 per share, excluding non-recurring items, $0.02 better than the Thomson Reuters consensus of $0.50.

Revenues rose 25.3% year-over-year to $1.27 billion versus the $1.28 billion consensus.

For the fourth quarter, the company guided earnings in the range of $0.49 to $0.53, excluding non-recurring items, versus $0.54 Thomson Reuters consensus. Revenues are expected to grow +15-20% year-over-year to $1.36 billion to $1.41 billion versus $1.38 billion Thomson Reuters consensus.

09:54 am RBCN Guides Q1 Above Consensus (RBCN)

Rubicon Tech (RBCN $24.03 +2.92) reports fourth quarter earnings of $0.64 per share, $0.14 better than the Thomson Reuters consensus of $0.50.

Revenues rose 247.1% year-over-year to $29.5 million versus the $26.8 million consensus.

For the first quarter, the company guided earnings in the range of $0.62 to $0.65, above the $0.52 Thomson Reuters consensus. On the top line, revenues are expected to be $34 million to $36 million versus $31.30 million Thomson Reuters consensus.

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From: Donald Wennerstrom2/18/2011 11:27:51 AM
2 Recommendations   of 66279
 
THE 5 COMPANIES IN THE SEMICONDUCTOR EQUIPMENT INDUSTRY WITH THE HIGHEST PROJECTED EARNINGS GROWTH (KLAC, WFR, PDFS, LRCX, ASYS)

Feb 18, 2011 (SmarTrend(R) News Watch via COMTEX) -- Below are the five companies in the Semiconductor Equipment industry with the highest projected earnings growth. The growth of earnings per share (current fiscal year estimated vs. last year actual) is important to gauge future profitability and relative value. Higher EPS growth generally justifies higher earnings multiples.

Kla-Tencor (NASDAQ:KLAC) has the highest projected earnings growth of 195.5%; MEMC Electronic Materials (NYSE:WFR) is next with projected earnings growth of 189.0%; and PDF Solutions (NASDAQ:PDFS) has the next highest with projected earnings growth of 114.3%.

Lam Research (NASDAQ:LRCX) follows with projected earnings growth of 111.8% and Amtech Systems (NASDAQ:ASYS) rounds out the group with projected earnings growth of 97.7%.

zacks.com

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To: Donald Wennerstrom who wrote (51191)2/18/2011 3:37:16 PM
From: Kirk ©
2 Recommendations   of 66279
 
"Lam Research (NASDAQ:LRCX) follows with projected earnings growth of 111.8%"

It looks like someone is trying to grab headlines with worthless analysis. I wonder if that is why Lam is up the most of any of my stocks today...

You KNOW I like LRCX but.... Can anyone believe Lam's recent growth rate of 111.8% is sustainable? If not then .... it makes me glad I took profits and If you haven't taken them, the surge today to nearly $56 is a good place to make sure you have some taken....

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