Qualcomm QCOM
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Nvidia: Time To Buy The Pullback
By Ashraf Eassa : My readers know that I am an N vidia ( NVDA ) uber bull. Quite frankly, while I understand that many believe that "oh no, the discrete GPU is dead" or "oh my gosh, consoles will kill PC gaming," I don't subscribe to those arguments at all, and I don't think that investors really
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When And Why You Should Short ARM
… world today. ARM architecture has a near monopoly in the mobile devices market with all the major players such as Qualcomm ( QCOM ), Nvidia ( NVDA ), Samsung ( SSNLF.PK ), Apple ( AAPL ) etc. using ARM IP to design and produce their mobile …
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Apple Unlikely To Move To Intel Chips For iPhone, iPad
By Ashraf Eassa : I do not believe that Intel ( INTC ) will be building Apple's ( AAPL ) "A" series processors anytime soon, and on the flip side, I have absolutely no reason to believe that Apple will suddenly drop its in-house CPU and SoC development efforts and switch to Intel's in-house Atom ...
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Samsung (SSNLF.PK) says it will take a 10% stake in Pantech to join Qualcomm and Korea Development Bank as part owners of the handset maker. Looking forward, analysts think Samsung will make more ...
Samsung ( SSNLF.PK ) says it will take a 10% stake in Pantech to join Qualcomm and Korea Development Bank as part owners of the handset maker. Looking forward, analysts think Samsung will make more acquisitions …
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The Major Bubble That Nobody Is Talking About
By Eric Parnell : "Be fearful when others are greedy and greedy when others are fearful" --Warren Buffett A major bubble is currently inflating in investment markets. Yet nobody is talking about it. It's not that the category in question isn't getting any attention. To the contrary, it is being ...
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Intel, TSMC, and Samsung Are Driving Semiconductor Capital Spending in 2013
… leadership has created significant demand for its outsourced manufacturing services from key mobile chipmakers, including Qualcomm . In fact, communications chips have accounted for roughly half of TSMC's sales in recent quarters. Over the past few years …
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Intel Moves Into New Revenue Streams
… focused on accelerating its move into the mobile chip market. Intel has found it a bit hard to move into the land of Qualcomm ( QCOM ) and the $85.4 billion mobile chip market. Mr. Krzanich was appointed as the new CEO this year but has been …
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From Barron’s, May 20, 2013 (Part 1)
… fear premium and will move if the cyclical theme works out. Goldman Sachs has identified 5 cheapest global cyclicals, FCX, QCOM , MRO, DOW, SLB . FWIW, big hedge funds are buying August 1725 calls for SP500 . Wednesday is the 40 th anniversary of CBOE …
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Is NEON In Bed With NVDA? Certainly Sounds Like It...
… semiconductor partner cannot be Advanced Micro Devices ( AMD ), who divested its IMAGEON applications processor business (that it inherited from its 3Q06 acquisition of ATI) at the end of 2008, when it sold it to Qualcomm Complete Story »
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Understanding Facebook's Waze
By Bruce Krulwich : Rumors have been flying for the past week that Facebook ( FB ) is in advanced negotiations to acquire Waze , the crowdsourced maps and navigation system. Rumors say that the price under discussion is between $800 Million and $1 Billion, and that the current sticking point is ...