Blogs about MXIM - Stockpickr! Your Source for Stock Ideas

Blogs about MXIM

Blogs	Description	Date Updated
Maxim: Analysts Mull Depth of September Q Slowdown	Maxim Integrated Products (MXIM), which makes analog semiconductors for a variety of markets, last night reported tentative sales for the June-ending fiscal fourth quarter that beat estimates, but there’s a lot of guess work on the Street, as full results are stalled pending a stock-options investigation at the company. Sales of $501.3 million were just above estimates of $500.8 million. The revenue forecast for the fiscal first quarter ending in September is light, with a projected range ...	August 08, 2008
CNBC Bonus Bucks Trivia: On Friday, Rebecca Darst said options traders are looking at chips. What reason(s) did she cite?	On Friday, Rebecca Darst said options traders are looking at chips. What reason(s) did she cite? Here’s the video. It seems to me like she mentions Infineon’s (IFX) guidance cut, a recent Barron’s article and TI’s (TXN - Annual Report) lukewarm share price. In other words, all of the above. Infineon doesn’t show up on my screens and Texas Instruments ranks pretty neutrally. I personally think the semiconductor industry should do well, and own th...	June 02, 2008
Top Non-ADR Pink Sheet Stocks	The Pink Sheets are the arena where stocks trade that don't trade on any other exchange, such as the New York Stock Exchange or NASDAQ. Many foreign stocks have American Depositary Receipts, also known as ADR's, that trade on the Pink Sheets, and the Pinks have been a haven for many penny stock scams, but there are also many solid US companies that trade there also. There was a rumor going around that the Pink Sheets company may be considering going public through an IPO. Do you know where the n...	May 08, 2008
The Case for the Semiconductor Rally to Continue	My latest column is up at RealMoney. In it, I explain why I think the recent rally in semiconductor stocks should continue. First, as I have mentioned before, the supply/demand balance remains favorable. Second, pricing power appears to be improving, based on the most recent PPI report. I think the names that will perform best are those whose gross margins are currently depressed, as improving margins would result in accelerating earnings power. Disclosure: At time of publication, William Trent ...	April 21, 2008
National Semi: Goldman Says “Sell” On Wireless Issues	Goldman Sachs chip analyst Craig Hettenbach this morning cut his rating on National Semiconductor (NSM) to Sell from Neutral, citing “concerns about the company’s wireless handset business and slower growth rate relative to peers.” He notes that wireless handsets account for about 30%-35% of the company’s sales. “We expect weak near-term fundamentals and increasing competition” - he mentions Texas Instruments (TXN) and Maxim (MXIM) - “to impact National&...	March 28, 2008
SEMI Equipment Orders Too Strong For My Taste	North American-based manufacturers of semiconductor equipment posted $1.23 billion in orders in February 2008 (three-month average basis) and a book-to-bill ratio of 0.93 according to the February 2008 Book-to-Bill Report published today by SEMI. The three-month average of worldwide bookings in February 2008 was $1.23 billion. The bookings figure is about eight percent greater than the final January 2008 level of $1.14 billion, but 12 percent less than the $1.40 billion in orders posted in Febru...	March 19, 2008
Semiconductor Sales Flat, But Excess Capacity Being Soaked Up	The Semiconductor Industry Association released the January semiconductor sales report today. Worldwide sales of semiconductors in January were $21.5 billion, a nominal increase of 0.03 percent from January 2007, the Semiconductor Industry Association (SIA) reported today. Sales declined by 3.6 percent from December 2007 when the industry reported sales of $22.3 billion. SIA said the sequential decline in sales was in line with traditional seasonal patterns for the industry. “Virtually all pro...	March 03, 2008
Supply and Demand Outlook for Semiconductors Continues to Improve	According to Semiconductor Equipment and Materials International (SEMI): North American-based manufacturers of semiconductor equipment posted $1.12 billion in orders in January 2008 (three-month average basis) and a book-to-bill ratio of 0.89 according to the January 2008 Book-to-Bill Report published today by SEMI. A book-to-bill of 0.89 means that $89 worth of orders were received for every $100 of product billed for the month.The three-month average of worldwide bookings in January 2008 was ...	February 25, 2008
Linear: UBS Upgrades; Sees Market Share Gains Ahead	Linear Technology (LLTC) shares are higher this morning after UBS analyst Uche Orji raised his rating on the stock to Buy from Neutral. He keeps his price target on the stock at $33. Orji offered three reasons for the upgrade: Sees LLTC among market share gainers in the analog market. He says other share gainers are Texas instruments (TXN) and Intersil (ISIL); he names Maxim (MXIM) and National Semi (NSM) as share losers. Despite macro economic issues, “industrial end markets remain stron...	February 22, 2008
Monday's Upgrades and Downgrades	UpgradesClear Channel (CCU)- CL King Neutral » Strong Buy Chartered Semi (CHRT)- HSBC Securities Underweight » Neutral Dionex (DNEX)- Wedbush Morgan Hold » Buy $74 » $83PetroChina (PTR)- Credit Suisse Underperform » Neutral GSI Technology (GSIT)- Stanford Research Hold » Buy Capitol Bancorp (CBC)- FTN Midwest Sell » Neutral Garmin (GRMN)- Needham & Co Hold » Buy Getty Images (GYI)- William Blair Mkt Perform » Outperform MFA Mortgage (MFA)- Stifel Ni...	February 04, 2008

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