Blogs about ATI - Stockpickr! Your Source for Stock Ideas

Blogs about ATI

Blogs	Description	Date Updated
Nvidia: Morgan Stanley Ups Rating On Valuation	Nvidia (NVDA) shares have gotten a lift today from Morgan Stanley analyst Mark Lipacis, who raised his rating on the stock to Equal Weight from Underweight. Lipacis notes that the stock is down 50% since October, and is now pricing in concerns around a reversal of market share the company gained from rival ATI while it was in the process of being acquired by Advance Micro Devices (AMD). Lipacis does think that EPS estimates are too high; he sees $1.34 for the January 2009 fiscal year, and $1.37...	June 24, 2008
Nvidia Snips Mid-Range GPU Prices; Pac Crest Cuts Target	Nvidia (NVDA) is cutting price in mid-range graphics processors to counter the introduction of new GPUs from rival Advanced Micro Devices (AMD), according to DigiTimes. The piece by DigiTimes asserts that Nvidia will cut the price of its 9800 GTX chip to $199 from $299, and will launch its new GeForce 9800 GTX Plus for $229. The story notes that AMD is launching its ATI Radeon HD 4850 GPU priced at $199. Meanwhile, Pacific Crest analyst Michael McConnell today cut his price target on NVDA to $24...	June 23, 2008
Can British Airways Save American Airlines?	The answer to that question, by the way, is “probably not.” Call it the consolidation that wasn’t. After Delta Air Lines and Northwest Airlines took the merger plunge, other airlines are taking a pass on boarding the consolidation express. Continental Airlines, for instance, has decided to become a partner of United Airlines in the Star Alliance, and so the two have scrapped their merger talks, to the chagrin of investors. Shares of American Airlines fell 6.5%, while United sh...	June 20, 2008
Friday's Upgrades and Downgrades	UpgradesPhoenix Tech (PTEC)- Dougherty & Company Neutral » Buy Cache (CACH)- Roth Capital Hold » Buy TCF Financial (TCB)- Stifel Nicolaus Hold » Buy CVB Financial (CVBF)- Credit Suisse Neutral » Outperform Zoran (ZRAN)- Lazard Capital Hold » Buy Vertex Pharm (VRTX)- Cowen & Co Neutral » Outperform First Cash (FCFS)- Roth Capital Hold » Buy Cogent Communications (CCOI)- RBC Capital Mkts Sector Perform » Outperform Trex (TWP)- Sun Trust Rbsn Humphrey Neu...	June 06, 2008
Analyst downgrades: ATI, CRS, HAYN, MOT and Machinery stocks	Filed under: Analyst reports, Analyst upgrades and downgrades, Pfizer (PFE), Motorola (MOT)MOST NOTEWORTHY: Allegheny Tech, Carpenter Tech, Haynes, Motorola and Machinery stocks were today's noteworthy downgrades: JP Morgan downgraded Allegheny Tech (NYSE:ATI), Carpenter Tech (NYSE:CRS) and Haynes (NASDAQ:HAYN) to Neutral from Overweight based on the decline in nickel prices and its impact on nickel-based metals demand on valuation, as they find the risk/reward less attractive following ...	June 05, 2008
Intel: AmTech Reports Trouble With Centrino FCC Certification; Graphics Issues With Montevina Chipset	Intel (INTC) has developed a pair of technical issues, American Technology Research analyst Doug Freedman asserts today. One, Freedman says the company had a “mis-step in the completion of FCC certification” for the next-generation Centrino processor with support for the 802.11n Wi-Fi standard. “Without the certification,” he contends, “the CPUs can only be sold outside the U.S.” He says the impact of the issue is likely to be a slower ramp of 802.11n, as the ...	May 23, 2008
Nvidia Shares Move Up On Upbeat Post-Earnings Outlook; Canaccord Adams Ups Rating To Buy From Sell	It’s been an interesting 24 hours for investors in Nvidia (NVDA). Yesterday, shares of the graphics chip company traded lower heading into the company’s earnings announcement last night; there were concerns about high levels of channel inventory and market share losses to the ATI division of Advanced Micro Devices (AMD). When the company reported results, the stock initial swooned in after hours trading, dropping more than 8%, as revenue met expectations but profits came up short, as...	May 09, 2008
NVDA: CFO Burkett Sees Margin Rebound On Mfg Yield	The big issue in Nvidia’s (NVDA) results for the fiscal first quarter ended April 27 turned out to be gross margins. As CFO Marv Burkett noted in an interview with Tech Trader Daily this afternoon, gross margin in the quarter came in about 100 basis points below expectations. Burkett notes that revenue and expenses were right in line with guidance. The margin issue, he says, related to a product transition, as the company ramped down an old graphics process, the G80, and replaced it with a...	May 08, 2008
AMD (AMD) heads toward oblivion	Filed under: Earnings reports, Deals, Intel (INTC), Advanced Micro Dev (AMD)AMD (NYSE:AMD) announced its sixth straight loss. For the first quarter of 2008, the company reported a net loss of $358 million, or 59 cents a share, compared with a net loss of $611 million, or $1.11 a share, for the year-earlier period. MarketWatch writes "Revenue was $1.5 billion, up from $1.23 billion for the year-ago period. Analysts had expected the chipmaker to report a loss of 48 cents a share on revenue of $1....	April 18, 2008
Things get worse, much worse, at AMD	Filed under: Industry, Intel (INTC), Advanced Micro Dev (AMD)Advanced Micro Devices Inc. (NYSE: AMD), the maker of chips for PCs and servers, lost its chief technology officer yesterday. At a hardware company, it could be argued that the CTO is as important, if not more important, than the CEO. AMD recently announced another round of lay-offs, this time cutting 10% of its workforce. The firm also said its Q1 numbers would be disappointing. According to The Wall Street Journal (subscription requ...	April 12, 2008

Enter search text here: