Blogs about CMOS - Stockpickr! Your Source for Stock Ideas

Blogs about CMOS

Blogs	Description	Date Updated
Wednesday's Upgrades and Downgrades	UPGRADESCenturytel (CTL)- Stanford Research Hold » Buy Cheesecake Factory (CAKE)- Wedbush Morgan Hold » Buy Global Industries (GLBL)- CapitalOne southcoast Add » Strong Buy Pioneer Natural (PXD)- BMO Capital Markets Market Perform » Outperform Raytheon (RTN)- JP Morgan Neutral » Overweight RC2 (RCRC)- Piper Jaffray Neutral » Buy Key Energy (KEG)- RBC Capital Mkts Sector Perform » Outperform UST Inc (UST)- UBS Neutral » Buy Invitrogen (IVGN)- JP Morgan ...	June 25, 2008
Analyst upgrades: PSD, RCRC and MVL	Filed under: Analyst upgrades and downgrades, Marvel Entertainment (MVL)MOST NOTEWORTHY: Puget Energy, RC2 Corp and Marvel Entertainment were today's noteworthy upgrades: Baird upgraded Puget Energy (NYSE: PSD) to Outperform from Neutral citing valuation on a stand-alone basis and sees additional upside if the merger with Macquarie is approved this fall. Piper upgraded shares of RC2 Corp (NASDAQ: RCRC) to Buy from Neutral following the Children's Publishing Division acquisition as ...	June 24, 2008
Credence FY Q3 Guidance Disappoints; Citi Says Sell	Credence Systems (CMOS) late yesterday reported revenue for its fiscal second quarter ended May 3 of $68.1 million, ahead of the Street at $63.6 million, up 7% sequentially, but down 44% from a year earlier. The company lost 18 cents a share in the quarter, or 7 cents a share before special items; the Street had expected a loss of 10 cents. For the fiscal third quarter, the company sees revenue of $64 million to $68 million, with a loss of 8-10 cents a share. The Street has been expecting $70 mi...	June 03, 2008
Industry Ranks April 2008	Okay, here are my industry ranks for April 2008. Please remember that my model can be used in value mode (the green zone) or in momentum mode (the red zone). I usually just stick to the green zone, but this time I included a few red zone ideas. So, this time I added in technology companies, insurance, industrial and healthcare companies. Yeah, I know that’s a lot, and my results reflected that — usually I have just 20 or so companies from the screen, but this time it is 80+. Oh,...	April 10, 2008
OVTI: Zooming in on Omnivision	My latest RealMoney column is up, on Omnivision (OVTI). You can get the full story at their site, but in summary: OmniVision derives 70%-80% of sales are derived from the camera cell phone market. Recent trends in the handset market suggest there could be some bumps in the road ahead. Handsets have been selling like hotcakes, but recent cooling signs have emerged. In a tougher handset market, I’d also expect a tougher pricing environment for OmniVision and its peers. Competitors in the mar...	March 18, 2008
TXN: Equipment Order Push-outs Have Begun in Earnest at Texas Instruments	Despite generally strong orders for semiconductor equipment, we have maintained for some time that overcapacity building by the semiconductor manufacturers would ultimately result in order push-outs or cancellations. The order push-outs are one reason why some equipment makers never seem to be able to spot the downturn, even though experience should tell them otherwise. Case in point: Texas Instruments (TXN - Annual Report). Even though bulls frequently argue that the long lead times necessary t...	May 09, 2007
Morning Research Notes (May 7, 2007)	AMRI raised to Buy at Jefferies.ARUN started as Overweight at Lehman; started as Sector Perform at RBC.CHE raised to Buy at Deutsche Bank.CMOS cut to Neutral at Merriman Curhan Ford.CWT raised to Buy at AGEdwards.DAL started as Reduce at UBS.DPTR started as Buy at Deutsche Bank.DUSA raised to Hold at Roth.GR started as Hold at Deutsche Bank.LLTC cut to Underweight at Prudential.LPX cut to Underweight at Prudential.MIDD Cut to Neutral at Baird.NHP raised to Mkt Perform at Wachovia.PARD started as...	May 07, 2007
Initial Reactions to Micron (MU)	Micron Tech (MU-NYSE): -$0.07 EPS and $1.42 Billion revenues vs. -$0.01 $ $1.465 Billion estimates. EXCERPTS: Megabit sales of memory products increased approximately 35 percent in the second quarter of fiscal 2007 compared to the first quarter. During the second quarter, the Company increased its production of DRAM and NAND flash memory products by 15 percent and 60 percent, respectively, resulting from improved DRAM manufacturing efficiencies and the ramp of NAND production in Virgi...	April 04, 2007
Commentary From The Stock Masters 3/22/2007	Micron Technology (MU) shares have fallen over 33% in the last six months. Shares of Micron are in the $11 range and flirt with a new 52-week low on a daily basis. It's no surprise though considering the flash memory sector is hurting, just look at SanDisk (SNDK). Micron is to Boise, ID like Boeing (BA) is to Seattle, WA. Micron got an Upgrade on March 12th by Citigroup Investment with the expectation that DRAM prices will stop falling soon. They decreased the stock's 52-week price target to $15...	March 22, 2007
Pre-Market Stock News (MAR 15, 2007)	(AEG) AEGON NV is paying 100 million Euro to acquire OPTAS NV, a Dutch life insurer. (AGII) Argonaut is acquiring PXRE Group (PXT) and will be the 73% owner of the combined company.(BOT) CBOT trading up 16% pre-market on a rival bid coming in from ICE as a challenge to the CME merger.(CMOS) ChipMOS posted a 8.8% drop after posting a loss.(CRZO) Carrizo said it increased gas reserves by 39% over 2005.(CSC) Computer Sciences signed an IT pact for $300 Million with TDC (Danish Telekom).(DASTY) Dass...	March 15, 2007

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