| To: ELH1006 who wrote (13510) | 12/31/2005 8:05:59 AM | | From: sixty2nds | | | | | I don't mind the R&D spending. I can't understand why they haven't hit a home run with it! Disclosure, No current position. |
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| To: English Cowboy who wrote (13514) | 1/31/2006 3:08:36 PM | | From: tech101 | | | | December chip sales up 14%, predicts analyst
Peter Clarke
EE Times
(01/31/2006 9:57 AM EST)
LONDON — In one of the oddities caused by averaging and using different comparison bases, global chip sales are expected to decline to $20.1 billion in December from $20.4 billion in November, on a three-month average basis, but still be up 9.3 percent year-on-year according to Handelsbanken Capital Markets.
That would translate to actual chip sales up 14.4 percent in a December to December comparison, driven partly by the poor December recorded a year before.
PC and handset chip sales should both have been strong in December, the firm said, adding that NAND memory chips and consumer electronics chips should continue their strong trend.
“Some of the data we follow for the PC market does show a slower trend, so an inventory build-up in Q4 will probably lead to a slower month for PC processor chips in January,” said Bruce Diesen, strategist with Handelsbanken.
Handelsbanken made no change to its forecasts for worldwide chip market growth, which it reckons was 7 percent in 2005 and will be 8 percent in 2006.
The three-month average of global chip sales for December, as collated by World Semiconductor Trade Statistics organization, is due to be published early in February.
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| From: tech101 | 2/1/2006 1:58:34 AM | | | | | | EE Times: Semi News
IC industry is no dog in new forecast
Mark LaPedus
EE Times
(02/01/2006 12:55 AM EST)
SAN JOSE, Calif. — The “Year of the Dog” will not be a dog for the semiconductor industry in 2006, according to an investment banking firm.
Instead, the semiconductor industry is getting off to a decent start in the “Year of the Dog.” In Chinese culture, each year is named for an animal mascot, and 2006 will be the “Year of the Dog.”
“We expect another average year for semiconductor growth — our forecast calls for revenue of $243 billion, representing 7.5 percent year-over-year growth [in 2006 over 2005],” according to a report from the Friedman Billings Ramsey Group Inc. (FBR), a research firm.
“We believe the dynamics [in second half of 2005] of low inventory and low lead times are likely to continue over the next few months, setting up favorable conditions as we enter 2006,” according to FBR (Arlington, Va.).
Handset and notebook PC demand are solid, but chip-sets remain in tight supply, especially for Intel Corp.’s 915 and 945 lines, the report said. The 915 and 945 are 130-nm chip-set products for PCI Express applications.
ATI Technologies Inc. is supplying its Xpress 200 chip-set to Intel, which is using third-party products to keep up with huge OEM demand. “We think Intel will remain dependent on ATI as Intel tries to ramp dual-core through mid-year,” according to the report.
Intel, according to FBR, is also reportedly making the older-generation 865 chipset for use in entry-level systems. The 865 is a 180-nm chip-set designed for systems based on DDR1 memory.
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| From: tech101 | 2/1/2006 2:31:07 AM | | | | | | A Good Q4 2005
o Returning profitable with earning that beats estimation by 6 cent with increased revenue
o Continuing improved gross margin
o Reduced debts by $81 million
o Reduced work force by almost 10%
o Continuing reduction of amortization and depreciation |
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| To: tech101 who wrote (13517) | 2/9/2006 8:32:50 PM | | From: Petz | | | | ATML is one of my favorites, since it seems they are being smart about removing themselves from straight commodity memory markets and attacking high growth segments. This Needham "growth conference" presentation is a great summary, though it was before the surprisingly good Q4 earnings: library.corporate-ir.net
"5" is a key level, since many institutions will not buy anything less than $5, and, for the most part you can't buy on margin below that.
I have no idea why ATML was so strong today, but it would be a very good sign if $5 starts acting like a support level.
Petz |
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| To: JakeStraw who wrote (13513) | 2/13/2006 9:11:41 AM | | From: sixty2nds | | | | 06:19 FLSH M-Systems: Atmel to produce and sell high-density S.I.M. controllers based on FLAH's MegaSIM Platform (27.97 )
Atmel (ATML) announced it will produce and sell high-density S.I.M. controllers, powered by M-Systems' (FLSH) MegaSIM platform, to S.I.M. card vendors. High-density S.I.M. controllers powered by M-Systems' MegaSIM platform are scheduled to be available in the coming months. |
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| To: Petz who wrote (13518) | 3/6/2006 1:23:32 PM | | From: Taro | | | | Anyone interested in a little stock picking portfolio competition check out this thread:
Subject 56177
Next round starts Tuesday after the close, read the header and post any questions on the thread. If you want to play, you have to get your portfolio picks in before Wednesday's open.
Taro |
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