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SocialPicks Sentiment:
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This Quarter's Sentiment:
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From the Blogosphere
MFI Stock List Additions for Week Ending October 3, 2008
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Here are the latest additions to the MFI stock universe:
- Apple Inc. (AAPL)
- Baker Hughes Inc. (BHI)
- Ciena Corp. (CIEN)
- Cynosure Inc. (CYNO)
- HSN Inc. (HSNI)
- Halliburton C.o (HAL)
- Intersil Corp. (ISIL)
- Jacobs Engineering Group Inc. (JEC)
- Joy Global Inc. (JOYG)
- MICROS Systems Inc. (MCRS)
- Mosaic Company (MOS)
- Priceline.Com Inc. (PCLN)
- Telular Corp. (WRLS)
To qualify for the list, a stock must appear for the first time in the past six months in the top 100 for any of the following minimum market cap thresholds: $1MM, $5MM, $10MM, $15MM, $20MM, $25MM, $50MM, $75MM, $100MM, $150MM, $200MM, $250MM, $300MM, $350MM...
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Intersil: Oppenheimer Downgrades; Worries On Margins
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Intersil (ISIL) shares are trading lower this morning after Oppenheimer’s Rick Schafer cut his rating on the stock to Perform from Outperform. He also trimmed estimates for the chip maker: For Q4, he goes to 39 cents, from 41 cents. His full year 2008 number drops to $1.55, from $1.57; for 2009 he’s now at $1.60, down from $1.71. <>Schafer says the more cautious stance reflects “increased macro growth concerns and reduced margin expectations.†He notes that the stock is off 25% since Labor Day, but says that “despite this dramatic pullback, we view ISIL as fairly priced at <><><>< /><><>< /><>< /><>< /><>< /><>< />< />...
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Chips: UBS Downgrades ISIL, SIRF, BRCM, VSEA, LRCX; Cuts Estimates On INTC, ALTR, XLNX, ASML
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After meetings with 20 electronics supply chain companies in Asia last week, UBS analyst Uche Orji and his colleagues concluded that industry sentiment is at its worst level since 2001. Orji last week had cut ratings on several companies, but today made further moves, cutting ratings and estimates on a host of stocks. <>Orji wrote in a research note this morning that fundamentals appear “unsettled across the board†in the chip sector, with “muted†back-to-school sales and Q4 demand expectations. He sees a “high probability†of less-than-seasonal Q4 results for PC semis, and this mo<><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< /><><>< /><>< /><>< /><>< /><>< />< />...
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RFMD: Citi Cuts Rating; Trims Targets On Many Chip Stks
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Citibank’s Craig Ellis this morning said specialty semiconductor companies at his firm technology conference last week provided a “broadly disappointing†fundamental outlook, with decelerating growth and margins under pressure. Ellis said he now believes the sector’s positive EPS revision cycle is over, with with a negative revision cycle coming for the next two quarters. <>Ellis today trimmed price targets and estimates on a host of chip companies, including Analog Devices (ADI), Broadcom (BRCM), Fairchild (FCS), Intersil (ISIL), Linear (LLTC), Microchip (MCHP), Marv...
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UBS Downgrades Nvidia To Sell, Intersil To Neutral
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UBS chip analyst Uche Orji this morning cut his ratings on both Nvidia (NVDA) and Intersil (ISIL). On Nvidia, he goes to a Sell rating from Neutral; his price target drops to $11 from $12. He says the company’s longer-term growth story will be challenged by improved competition from Advanced Micro Devices (AMD) and Intel’s (INTC) coming Larrabee graphics processor. Orji also writes that he has “concerns about Nvidia’s proprietary GPU computing effort†which faces stiff competition from Intel and AMD. <>On Intersil, he goes to Neutral from Buy, while his price ta...
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About Intersil Corp.
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