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       Sector: Technology  >  Industry: Semiconductors
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From the Blogosphere

Morgan Turns Cautious On Chips, Semi Equipment; Downgrades Many Stocks
N/A

Morgan Stanley this morning turned cautious on both the chip stocks and the semiconductor equipment sector, downgrading ratings on many names in the group.

<>In a research note, Morgan chip analyst Mark Lipacis writes that his EPS estimates, which last spring were 25% above the consensus, are now 5% below the Street. “EPS, gross margins utilization and growth metrics tell us that we are in the final innings of the semi cycle,” he writes. “Peaking fundamentals lead us to shift from mid-cycle to cycle-peak P/E multiples and lower our price targets. On average, our price targets imply 5% upside t<><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
By  Eric Savitz (Barron's)    11/03/09 Comment


No Chip Glut, Says iSuppli
N/A

Those of you worried inventories could be starting to pile up in semiconductor land — see my earlier post re the Roth Capital analysis — have no fear: research firm iSuppli this afternoon sent out a missive to alert folks that there is “no double booking in this semiconductor recovery.”

“Despite fears that buyers are inflating semiconductor purchases in order to guarantee adequate supplies, there’s no indication that chip purchasers are engaging in double booking,” states the iSuppli note.

<>Chip suppliers in their earnings announcements have said they see no double-orders, says i...
By  Eric Savitz (Barron's)    10/28/09 Comment


Infineon: Will Russia Take A Stake?
N/A

The Russian government is reportedly in talks to buy a stake in chip maker Infineon (IFNNY.PK).

According to Bloomberg, Leonic Melamed, the CEO of the Russian holding company AFK Sistema said at a new conference that the Russian government plans to buy a stake in Germany-based Infineon. He says Sistema won’t buy shares in the deal, but that it has been “invited to participate” as an industry expert.

Bloomberg notes that a Russian newspaper previously had reported that Sistema wanted to buy a 20% stake in the chip company for about 1 billion Euros.

<>Meanwhile, <>Bank of America/Merrill Lynch...
By  Eric Savitz (Barron's)    09/17/09 Comment


Expect Good News from Tessera
<>The Federal Circuit just denied the stay requested by Qualcomm (QCOM), Freescale (FSL), Spansion (SPSN), ST Micro (STM) and ATI. The Limited Exclusion Order and the Cease and Desist orders of the International Trade Commission are now in effect, and the parties will not be allowed to import their infringing products into the US. Since this is a Limited Exclusion Order instead of a General Exclusion Order, products that are used to make end products are not subject to this order (these downstream products are still allowed in the US). However, we are starting to see the effect of comp...
By  trackseekingalpha   (-11.47%  risk: aggressive)  09/11/09 Comment


Morgan Stanley Shuffles Chip Ratings
N/A

Morgan Stanley semiconductor analyst Mark Lipacis this morning pounded the table on the chip sector, while shuffling some ratings on stocks in the group.

<>“Solid Q2 results, upward revisions and the group’s out-performance appear to have left investors thinking that semis have already benefited from a re-stock and [that] the group has topped out,” he writes. “Our work shows that inventory restocking hasn’t even started. We believe the combination of lean inventories, improving utilization and improving demand will lead to an inventory restock, further upward revisions and continued [year-over<><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>< /><>< /><>< /><>< /><>< />< />...
By  Eric Savitz (Barron's)    09/08/09 Comment



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