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  1. New Morningstar Analyst Report for Infineon Technologies AG

    Stock Reports

    Mon, 7 May 2012

    Despite Infineon's efforts to streamline production and cut costs, strict labor rules in Germany make restructuring prohibitively expensive and time-consuming.Despite recent moves to improve profitability, gross margins and operating profits are still lower than other successful analog

  2. New Morningstar Analyst Report - Verigy Ltd.

    Stock Reports

    Sun, 27 Mar 2011

    The ATE industry is crowded with competition. Verigy's major rivals include Advantest, TX-Credence, and Teradyne.Verigy has a concentrated customer base that holds significant buying power.Demand for ATE tools is deeply cyclical because it is mostly driven by capacity expansions in the

  3. New Morningstar Analyst Report - Synaptics, Inc.

    Stock Reports

    Sat, 12 Mar 2011

    Synaptics still has room to grow, but the firm faces intensifying competition.

  4. New Morningstar Analyst Report - Dell, Inc.

    Stock Reports

    Thu, 17 Feb 2011

    Dell must reduce its reliance on commodity PCs to increase shareholder value.

  5. New Morningstar Analyst Report - Evergreen Solar, Inc.

    Stock Reports

    Wed, 16 Feb 2011

    Financial risks could hinder Evergreen's efforts to implement a radical change in strategy.

  6. New Morningstar Analyst Report - Jabil Circuit

    Stock Reports

    Mon, 7 Feb 2011

    Maintaining high levels of profitability in EMS has always been a challenge, and it's only a matter of time before Jabil's recent results are pressured downward by its competitive environment.Jabil's high velocity systems segment is mainly commodified products and is characterized by both volatile

  7. New Morningstar Analyst Report - Advanced Semiconductor Engineering, Inc.

    Stock Reports

    Wed, 2 Feb 2011

    Advanced Semiconductor Engineering and its peers have been bolstered by a rebounding chip industry.

  8. New Morningstar Analyst Report - Cypress Semiconductor Corporation

    Stock Reports

    Thu, 27 Jan 2011

    Cypress' future hinges on the success of touch screen smartphones and tablets.

  9. New Morningstar Analyst Report - Evergreen Solar, Inc.

    Stock Reports

    Wed, 5 Jan 2011

    Demand for solar energy is sensitive to changes in the price of substitutes, including fossil fuels, nuclear power, and other renewable energy sources.Changes in government subsidies and incentive programs are unpredictable and beyond the control of Evergreen and its peers.Evergreen operates in a

  10. New Morningstar Analyst Report - Monolithic Power Systems, Inc.

    Stock Reports

    Sun, 26 Dec 2010

    MPS boasts differentiated technology and strong long-term growth prospects.

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