Blogs about SIMG - Stockpickr! Your Source for Stock Ideas

Blogs about SIMG

Blogs	Description	Date Updated
Wednesday's Upgrades and Downgrades	UpgradesGreenbrier Comp (GBX)- Morgan Keegan Mkt Perform » Outperform Spansion (SPSN)- Lazard Capital Hold » Buy Fossil (FOSL)- Piper Jaffray Neutral » BuyIllumina (ILMN)- Canaccord Adams Hold » Buy Harry Winston Diamond (HWD)- RBC Capital Mkts Sector Perform » Outperform Diamond Offshore (DO)- Wachovia Mkt Perform » Outperform Greenbrier Comp (GBX)- Bear Stearns Peer Perform » Outperform Zoran (ZRAN)- Oppenheimer Perform » OutperformArch Coal (ACI)- JP Mo...	February 06, 2008
Apple: Profits Look Thin On AppleTV, Says iSuppli	Apple (AAPL) is generating much smaller margins on its AppleTV set-top box than it does on iPod music players, according to a new analysis by the market research firm iSuppli. According to an iSuppli teardown analysis, the bill of materials for the box costs Apple about $237. The box sells for $299 at retail. That’s a gross margin of 20.7% - but since that number does not include additional costs like cables, packaging and marketing, the real profits are smaller still. Intel (INTC) has b...	June 06, 2007
Does Expected Sales Growth Justify Inventory Build At Semiconductor Firms?	In a press release yesterday, the Semiconductor Industry Association said: According to iSuppli, an independent market analysis firm, excess semiconductor inventories are increasing, reflecting expectations of growing demand in the second half of the year. An increase in inventory may be justified if sales are expected to grow at the same pace or greater. This could be due to seasonal factors, a new product launch, or merely wishful thinking on the part of the company building the inventory. I&r...	June 05, 2007
Semiconductor Production Relative to Sales	For semiconductor manufacturers, production is represented by the semiconductors sold (COGS) and any change in inventory. Since the business has high operating leverage, producing more chips in any given period means each chip costs less. This in turn tends to boost gross margin when production levels are high. The problem arises when the company is producing more than it can sell, which is what made me bearish on semiconductors over the last year. By comparing production to sell-through (COGS...	June 04, 2007
Silicon Image: Controlling your digital content	Filed under: Earnings reports, Analyst upgrades and downgrades, Walt Disney (DIS), Sony Corp ADR (SNE), Texas Instruments (TXN), Technical Analysis, Hitachi,Ltd ADR (HIT)In most businesses, diversification is the key to steady profits. There is a chip manufacturer in Sunnyvale, California that recognizes that truth and successfully serves a variety of different consumer electronics markets. Silicon Image (NASDAQ:SIMG) designs and develops semiconductors for the secure storage, distribution and p...	April 17, 2007
Full Analyst Summary (APR 16, 2007)	AAUK cut to Hold at Citigroup.AMGN raised to Overweight at Morgan Stanley.AMZN raised to Buy at Deutsche Bank.APOL raised to Buy at B of A.AQNT raised to Buy at UBS.AQNT raised to Buy at Merriman Curhan Ford.AQNT raised to Overweight at JPMorgan.AQNT raised to Outperform at CIBC.BBY raised to Buy at Goldman Sachs.BHP cut to Hold at Citigroup.BJS raised to Overweight at Lehman.BRO raised to Outperform at Wachovia. CBUK cut to Neutral at Merriman Curhan Ford. ECIL cut to Sector Perform at RBC....	April 16, 2007
Earlybird Analyst Calls (APR 16, 2007)	AAUK cut to Hold at Citigroup.AMZN raised to Buy at Deutsche Bank.APOL raised to Buy at B of A.AQNT raised to Buy at Merriman Curhan Ford.AQNT raised to Overweight at JPMorgan.AQNT raised to Outperform at CIBC.BBY raised to Buy at Goldman Sachs.BHP cut to Hold at Citigroup.BRO raised to Outperform at Wachovia.CBUK cut to Neutral at Merriman Curhan Ford.ERJ raised to Buy at Citigroup.FNM raised to Buy at B of A.HSY cut to Underweight at JPMorgan.KLAC cut to Sector Perform at RBC.LRCX raised to Ou...	April 16, 2007

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