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Andy Ng

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  1. The Friday Five

    Five stats from the market and the stories behind them. This week: the 18% dent in gold, the disappointing data on earnings, and more.

  2. Applied Materials' Sunny Future

    The semiconductor-equipment manufacturer's move into the solar-panel market has lowered margins for now, but the long-term opportunity remains attractive, according to Morningstar's Andy Ng .

  3. What's Behind Intel's Best Quarter Ever?

    The chipmaker's results show that corporate PC upgrades are starting to happen in earnest now, says Morningstar analyst Andy Ng .

  4. Intel Fires on All Cylinders

    Strong demand for PCs and servers drove Intel's fourth-quarter results, says Morningstar Analyst Andy Ng .

  5. Two Wide-Moat Ways to Play a Coming Memory Shortage

    With flash memory demand heating up (and little new supply on deck), these strong players could pop, say Morningstar's Pat Dorsey and Andy Ng .

  6. Intel's Winning Streak Should Continue

    Despite Microsoft's move to make Windows work on more competitors' chips, strong corporate spending should power Intel into the future says Morningstar's Andy Ng .

  7. Intel Hits It Out of the Park Again

    Morningstar analyst Andy Ng thinks Intel is firing on all cylinders, but a weak economy could derail the firm's success.

  8. Technology’s Slim Pickings

    Morningstar’s analysts see plenty of solid companies in the technology sector, but attractive valuations are much rarer.

  9. PC Sales Bottom? Really?

    Our take on the Intel chief's remarks, the firm's first quarter, and current stock price.

  10. Chipper Outlook for This Semiconductor Equipment Maker

    Scale and a one-stop-shop approach give this firm an advantage over its competitors.

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