Toan Tran
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Can Apple Sustain Its Momentum?… record quarter. I'm here with the Associate Director, Toan Tran , to take a closer look at Apple and see what's driving their earnings. Toan, thanks for joining me. Toan Tran : Thanks, Jeremy. Glaser : So was there anything in …
Glaser. Apple posted another record quarter. I'm here with the Associate Director, Toan Tran , to take a closer look at Apple and see what's driving their earnings. Toan, thanks for joining me. Toan Tran : Thanks, Jeremy. Glaser : So was there anything in this quarter that was disappointing for you? Tran : It's hard for -
Intel to Acquire McAfee
… security), the consumer business would be a misfit at Oracle, and HP and Dell would be hard-pressed to pay a premium for security technology that could be bundled in Intel chips in the future. Sunit Gogia and Toan Tran contributed to this note
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Should Apple Get a Wide Moat Rating?… Associate director for technology Toan Tran , who covers Apple, recently said ..... Thanks for joining me, Toan. Toan Tran : Thanks for having me, Pat. Dorsey ..... All right, thanks very much, Toan . Tran : Thank you, Pat. Dorsey : I …
narrow-moat bucket for a large number of reasons. Associate director for technology Toan Tran , who covers Apple, recently said, "Hey, maybe this is a wide-moat business." So I thought we'd open that up for discussion. Thanks for joining me, Toan. Toan Tran : Thanks for having me, Pat. Dorsey : People have asked me this for a long time, as if it's self evidentat the cusp, I think. Dorsey : All right, thanks very much, Toan . Tran : Thank you, Pat. Dorsey : I'm Pat Dorsey and thanks for watching. -
Tablet Could Keep Apple's Winning Streak Going… Associate Director of Research, Toan Tran , to see if the trend can continue. Toan, thanks for joining me. Toan Tran : Thank you, Jeremy. Glaser : First ..... right, thanks for talking with me, Toan . Tran : Thank you, Jeremy. Glaser : From …
had another blowout quarter and I'm here with Associate Director of Research, Toan Tran , to see if the trend can continue. Toan, thanks for joining me. Toan Tran : Thank you, Jeremy. Glaser : First off, what do you think of this quarter for Apple? Tran : Apple had anTran : Absolutely. Glaser : All right, thanks for talking with me, Toan . Tran : Thank you, Jeremy. Glaser : From Morningstar, I'm Jeremy Glaser. -
Can Microsoft/Yahoo Search Take on Google?Toan Tran : Hello, I'm Toan Tran , associate director of the technology team at Morningstar. I ..... Thank you very much, Larry. Witt : Thank you. Tran : I'm Toan Tran , thank you for watching.
Toan Tran : Hello, I'm Toan Tran , associate director of the technology team at Morningstar. I'm here today with Larry Witt to talk about the Microsoft-Yahoo search partnership thatThank you very much, Larry. Witt : Thank you. Tran : I'm Toan Tran , thank you for watching. -
PC Sales Bottom? Really?Toan Tran : Hi I'm Toan Tran associate director of the technology team and I'm here with senior ..... to discuss Intel's INTC first quarter. Hi Andy. Andy Ng : Hi. Toan Tran : So Intel's a big technology bellwether, how did they do in the …
Toan Tran : Hi I'm Toan Tran associate director of the technology team and I'm here with senior analyst Andy Ng to discuss Intel's INTC first quarter. Hi Andy. Andy Ng : Hi. Toan Tran : So Intel's a big technology bellwether, how did they do in the first quarter? Andy Ng : Obviously they where affected by the economic repression. They saw sale decline 13% sequentially to 7.1 billion. It seems like thing are definitely taking a toll on them. Toan Tran : Where they able to provide guidance about how they are seeing the next two quarter shake out? Andy Ng : Well they didn't provide guidance for the upcoming second quarter but CEO Paul Otellini did say that he thinks PC demand bottomed in the first quarter. Toan Tran : Do you think PC demand has bottomed? Andy Ng : No I think from Intel's point of view it may have because the PC supply chain depleted their chip inventories which they are no trying to restock. So, from Intel's point of view it may have bottomed, but in terms of end market demand when we look at PC makers generally things are still pretty weak. Toan Tran : You bring up an interesting point about the inventory destocking cycle. Over the past months semiconductor stocks have gone up tremendouslythe next quarter thing will likely stay weak for the foreseeable future. Toan Tran : Outside of the backroom economic environment let's talk about Intel and AMD. AMD has been doing a little bit better recently, their productsin the processor space and hence help them keep their market share. Toan Tran : So no turnaround in technology from this quarters results from Intel? Andy Ng : No, not yet. Temporarily, like you said earlier, with the inventory replenishment, temporarily some turnaround but in will take awhile before we see a sustained recovery. Toan Tran : What do you think about Intel right now? The stock is trading about $16 do you think investors should start buying Intel or maybe hold off a bit? Andy Ng : When you look at the semiconductor industry stock prices tend to fluctuate industry cycles. And obviously we are in a down turn right now, so we think the stock is attractively priced and it's 5-star right now. Toan Tran : Thank you very much Andy. I'm Toan Tran from Morningstar, thank you for watching. [END OF RECORDING] -
What is Microsoft going to do with another $3.75 billion?Microsoft’s first foray into the bond market for $3.75 billion, adds to the firm’s already sizeable $25 billion cash position. Associate Director of Research Toan Tran , discusses possible motives behind this move including testing the bond market or raising cash for a major acquisition or share buyback.
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It's Raining 5-Star Stocks
… even advertising, the firm is willing to sacrifice near-term profitability to address it, which Morningstar analyst Toan Tran thinks is absolutely the right decision. In short, Microsoft is one of the few firms with the resources needed to compete …