Andy Ng
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Wide-Moat Intel's Opportunities Outweigh Its Threats
By Morningstar : By Andy Ng Intel ( INTC ) has seen tremendous growth over the past couple of decades, thanks to the proliferation of the personal computer …
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4 Stocks That Look Expensive
… as to whether this pace of improvement is sustainable. ASML Holding ASML Economic Moat: Narrow | Uncertainty: Medium Andy Ng writes in his Premium Analyst Report : ASM Lithography is the top provider of tools used in the most critical semiconductor …
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AMD's New Processors Gaining A Foothold
By Morningstar : By Andy Ng Advanced Micro Devices ( AMD ) remains one of our favorite semiconductor companies, as we believe its new products are starting …
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A Closer Look at Berkshire Hathaway's Most Recent Purchases
… largest semiconductor firm in the world, with a dominant position in the PC microprocessor market. Morningstar analyst Andy Ng believes that the firm's greatest asset is its technological prowess in semiconductor manufacturing, an attribute that …
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Applied Materials' Sunny Future… Today, it's my great pleasure to welcome Andy Ng to talk about Applied Materials. Andy Ng is a senior equity analyst covering semiconductor ..... here at Morningstar. Andy, thanks for coming. Andy Ng : Sure. Kobayashi-Solomon : So, we had written …
editors of Morningstar's OptionInvestor . Today, it's my great pleasure to welcome Andy Ng to talk about Applied Materials. Andy Ng is a senior equity analyst covering semiconductor equipment companies here at Morningstar. Andy, thanks for coming. Andy Ng : Sure. Kobayashi-Solomon : So, we had written a covered call idea on Applied Materials earlier in May, and just after Applied -
Simply Can't Conduct Business as Usual
… see mode with the semiconductor industry, and we think it would be reckless to get extremely bullish about most chipmakers' near-term prospects without considering the tragedy in Japan. Andy Ng and John Ayling contributed to this article.
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Intel's Winning Streak Should Continue… capped off a record year. I'm here with senior analyst Andy Ng to take a look at their fourth-quarter results and see ..... hold for Intel. Andy thanks for taking the time today. Andy Ng : Sure. Glaser : So, let's just take a quick look at …
as they capped off a record year. I'm here with senior analyst Andy Ng to take a look at their fourth-quarter results and see what the future might hold for Intel. Andy thanks for taking the time today. Andy Ng : Sure. Glaser : So, let's just take a quick look at the fourth-quarter results. What were some of the key growth -
Are These Stocks Tricks or Treats?
… from scary valuations. Treat Advanced Micro Devices AMD AMD shares have risen 57% in the last 12 months, and analyst Andy Ng sees even more upside for investors. AMD has been a beneficiary of the rebound in the semiconductor industry since the …
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The WTF of 2010. Intel buying McAfee
I just read Andy Ng's blurb on this, and he is a great analyst, but I still think this deal is crazy. 1) Intel is a semiconductor company. What the hell do they know about running a software company? 2) 60% over current value? Was Paul Otellini high or something? 3) What a fantastic business to get into! Anti Virus software. There are a million competitors, it's got no barriers to entry, you could probably get the top 10 college computer students in any university to make anti virus software. Oh yeah, and they can sell it over the internet, for almost free! 4) More tie in to the whole "Wintel" platform is not what INTC needs - last I checked Macs were gaining share, and never get viruses 5) Mcafee of all? Why? It's horrible software. It has a huge footprint, and it's security holes are even larger. If Intel had to buy someone, why not someone small and upcoming. Avast or Kaspersky or just about anyone else. Software that actually prevents viruses for crying out loud. This is a garbage acquisition. If my 1000 shares counted for anything, I'd gladly vote this down. I'd rather have had the 7 bill in a special dividend. BOOOO ;-)
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What's Behind Intel's Best Quarter Ever?… kicked off the tech earnings season with yet another great quarter. I am here with analyst Andy Ng to take a deeper look. Andy, thanks for joining me. Andy Ng : Sure. Glaser : So, people usually think of the second quarter for Intel as being seasonally …
earnings season with yet another great quarter. I am here with analyst Andy Ng to take a deeper look. Andy, thanks for joining me. Andy Ng : Sure. Glaser : So, people usually think of the second quarter for Intel as being seasonally weak, but was that the