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Mrvl
Jack
Is this statement about a drag on future earnings for several qtrs going to provide some instability in near term qtrly earnings ??
from this ams report.
Marvell's overall financial performance—and the company has been one of the best performers in the semiconductor sector—could suffer for several quarters to come. Marvell expects the acquired business to break even by the end of 2007. Charlie Glavin, an analyst with Needham & Co., says it's more likely to take 18 monthsComment
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Glavin's comments about the integration process of MRVL's purchase of INTC is purely specualtive. His aim of 18 months versus 12 months could not be proven by an evidence-based methoda, be it benchmark check or trials. That said, the time frame could be 5 months or 24 months. One should always refrain from crystal ball type of predictionsOriginally posted by grebnet View PostJack
Is this statement about a drag on future earnings for several qtrs going to provide some instability in near term qtrly earnings ??
from this ams report.
Marvell's overall financial performance—and the company has been one of the best performers in the semiconductor sector—could suffer for several quarters to come. Marvell expects the acquired business to break even by the end of 2007. Charlie Glavin, an analyst with Needham & Co., says it's more likely to take 18 monthsComment
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Intc
In a note sent to clients, HSBC analyst Rohit Pandey stated that he has changed his bearish outlook on INTC, citing several facotrs: 1. An edge over competitor Advanced Micro Devices Inc. 2. The ability of INTC to deliver earnings growth despite inventory concerns. “We believe that Intel has a better handle than Advanced Micro Devices on the cost side of the equation — both on the product and operating costs. On the revenue side of the equation, we believe that pricing and product superiority remain key drivers,” Pandey wrote.
In an interview with INTC CFO Andy Bryant, UBS analyst Alex Gauna realized that Intel’s margins hit a cyclical bottom in the third quarter. “Operating margin should expand in 2007 as 45 nanometer process technology leadership and the benefits of Intel’s restructuring enables lower costs,” Gauna said in a note to investorsComment
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Intc/imcl/mrvl
Jack,
IMCL is trading at about $29.75. The DEC $30 call has a premium of $.90. Is this something you'd be interested in, or do you see more downside for IMCL? Yes, I know the call isn't deep in the money, as per your usual style of trading.
INTC: are you a buyer of INTC at this time?
MRVL:still hot on this one?Comment
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I like all three stocks you mentioned. I'm very excited about Ichan taking over the IMCL's board as chairman. He did reject a takeover of IMCL at 36/share, thinking the stock could do at least a 48.Originally posted by New-born baby View PostComment
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Rimm
Shorted 1 block at 137.86Comment
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Ditto. It sure didn't take long for heads to roll, either, did it?Originally posted by Jack Haddad View Post
Looking forward to trial results in NSCLC, pancreatic, earlier-stage CRC, and angiogenesis inhibitors.—RobComment
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Imcl
Rob, the company's cash reserves has increased by 27% from last quarter!Originally posted by Rob View PostComment
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Tol
Shorted 5 blocks at 32.49Comment
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Hov
Shorted 5 blocks of HOV at 36.05Comment
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