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Blogs about INTC

Blogs	Description	Date Updated
Cymer: Pacific Crest Upgrades; Sees End To Mkt Shr Loss	Cymer (CYMI) shares are higher today after Pacific Crest’s Weston Twigg raised his rating on the the maker of lasers used in semiconductor manufacturing to Sector Perform from Underperform. The issue for Cymer in recent months has been the loss of market share to rival Gigaphoton. Twigg says that Cymer’s unit market share dropped to just 42% last quarter, but that market share should balance at 50% over the next year. “Gigaphoton remains competitive at the leading edge, but if ...	June 27, 2008
Report Future iPhone To Be Powered By Intel’s Atom Chip	The next generation of the Apple (AAPL) iPhone - by which I mean, not the 3G iPhone due on July 11, but the version after that - will be powered by a version of Intel’s (INTC) new Atom family of low-cost, low-power processors, according to JoAnne Feeney, an analyst with FTN Midwest. In a research note this morning, she writes that the Atom-powered iPhone may arrive sometime in 2009 or 2010. Feeney says that the Atom development program is “well ahead of schedule.” She notes th...	June 26, 2008
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
Wall Street Rumors - June 24, 2008	Daily rumors covering the global markets. Subscribe to the update feed here. U.S.-Backed Mortgage Program Fuels Risks Mortgages that allow consumers to put little if any money down when buying a home have largely disappeared as a financing option available from private lenders. But they are still available — and growing more popular – through a government-backed program. Stock Futures Fall as Investors Eye Surging Oil, Fed Meeting U.S. stock futures fell Tuesday, as investors fr...	June 24, 2008
Will Seagate Buy Intel’s Stake In NAND Joint Venture?	Is Intel (INTC) plotting to get out of the NAND Flash memory business? The microprocessor giant has a joint venture with Micron Technology (MU) called IM Flash Technologies; with Flash memory prices continuing to crumble, Intel may want to exit the business. Daniel Amir, an analyst with Lazard Capital, writes in a research note that Seagate (STX) might be interested in buying Intel’s stake in the venture. Seagate, which makes disk-drives, has said in the past that it planned to enter the ...	June 19, 2008
Wall Street Rumors - June 18, 2008	Daily rumors covering the global markets. Subscribe to the update feed here. Spielberg, India Firm Near Deal to Ally With DreamWorks The principals of DreamWorks SKG (NYSE:DWA) are close to a deal with one of India’s biggest entertainment conglomerates to form a new movie venture, according to people familiar with the situation, a move that would give director Steven Spielberg the cash to finance his DreamWorks team’s departure from Viacom Inc.’s (NYSE:VIA.B) Paramount Pictur...	June 18, 2008
Semtech: Analyst Sees Weak Power Management Orders	Semtech (SMTC) shares are under pressure today after Canaccord Adams analyst Bobby Burleson cut his rating on the stock to Hold from Buy, “following checks showing weak bookings in power management.” Burlseon says that orders from the notebook segment are likely to weaken, with a “negligible” presence for the companies chips in new models based on Intel’s (INTC) Motevina platform. The analysts expects “choppy revenue performance” as Semtech transitions t...	June 17, 2008
Intel: Creating A New Solar Play	Intel (INTC) has announced plans to spin-off some assets from its New Business Initiatives group into a new company to make and supply photovoltaic cells called SpectraWatt. Intel Capital is leading a $50 million investment round in the new company, along with the Cogentrix Energy unit of Goldman Sachs, PCG Clean Energy and Technology Fund and Solon AG. The deal expected to close in the second quarter. In addition to focusing on advanced solar cell technologies, the company saidm SpectraWatt wil...	June 16, 2008
Intel Solar: Start-Up & Spin-Off (INTC, GS)	Just when you thought alternative energy and solar couldn't get hyped any more by any new players, well guess again. Intel Corp. (NASDAQ: INTC) announced it is... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	June 16, 2008
Analyst initiations: INTC, GLW, BTUI and RMG	Filed under: Intel (INTC), Corning Inc (GLW), Analyst initiationsMOST NOTEWORTHY: Corning, BTU International and RiskMetricks were today's noteworthy initiations: ThinkPanmure believes Corning (NYSE: GLW) is well-positioned to benefit from increased penetration of LCD panels into televisions, flat panel monitors, notebooks, and mobile handsets. Shares were initiated with an Accumulate rating and $31 target. Thomas Weisel said BTU International (NASDAQ: BTUI) is seeing strong order ...	June 10, 2008

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