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Blogs about SMOD

Blogs	Description	Date Updated
Smart Modular: FY Q3 Revs Top Guidance; Margins Weak	Smart Modular (SMOD) shares are getting slammed this morning on disappointment over the company’s results for its fiscal third quarter ended May 30. Revenue in the quarter totaled $167.6 million, ahead of the company’s most recent guidance of $150 million to $155 million. Pro forma profits nonetheless came in at 5 cents a share, at the bottom end of the company’s projected range of 5-7 cents, raising concerns on margins. The theme was repeated in the third quarter guidance. SMO...	June 20, 2008
Analyst initiations: BMC, SMOD and ENTR	Filed under: Analyst reports, Lockheed Martin (LMT), Analyst initiations, General Dynamics Corp (GD), Northrop Grumman (NOC)MOST NOTEWORTHY: BMC Software, Smart Modular and Entropic Comm were today's noteworthy initiations: Stanford initiated BMC Software (NYSE: BMC) with a Buy rating and $45 target. The firm highlights the company's broad product portfolio and configuration management database leadership and thinks margin expansion should continue. ThinkPanmure assumed Smart Modul...	June 20, 2008
Thursday's Upgrades and Downgrades	UpgradesBaker Hughes (BHI)- CapitalOne southcoast Neutral » Add Tesco (TESO)- CapitalOne southcoast Add » Strong Buy Key Energy (KEG)- CapitalOne southcoast Add » Strong Buy Central Garden (CENT)- Piper Jaffray Neutral » Buy Wolseley (WOSLY)- Deutsche Securities Hold » Buy Arris (ARRS)- Friedman Billings Mkt Perform » Outperform China Sunergy (CSUN)- Jefferies & Co Underperform » Hold National Fuel Gas (NFG)- UBS Neutral » Buy Micron (MU)- Deutsche Secur...	May 22, 2008
Analyst downgrades: First Solar, Pride International, EnerSys	Filed under: Analyst reports, Analyst upgrades and downgrades, Nucor Corp (NUE), Intuit Inc (INTU)MOST NOTEWORTHY: First Solar, Pride International and EnerSys were today's noteworthy downgrades: Friedman Billings downgraded First Solar (NASDAQ: FSLR) to Underperform from Market Perform citing margin risk concerns, as the company aggressively pursues utility-scale projects in the US. The firm said risks are not reflected in share valuation near $300 and could be a source of disappointmen...	May 21, 2008
Memory Trouble: SanDisk Comments, SMOD Warning, Possible Samsung NAND Price Cut Has Sector Reeling	Memory stocks are getting bashed by a flurry of troubling news. In a talk at the J.P. Morgan tech conference in Boston yesterday, as Tiernan Ray reported here , Sandisk (SNDK) CEO Eli Harari provided a gloomy outlook on the prospects for the NAND flash memory sector. J.P. Morgan chip analyst Paul Coster followed up this morning with a downbeat analysis of Harari’s comments. “SNDK’s CEO provided a sobering overview of the company’s near-term prospects, stressing the depth ...	May 20, 2008
SanDisk: JMP Downgrades; Sees Competition Rising	SanDisk (SNDK) shares are coming under pressure today after a week-long rally, as JMP Securities cut its rating on the stock and cautioned that competitive pressures in the flash memory sector are rising. The JMP move is a reversal from recent bullish action in the stock. On Tuesday, the stock rallied on bullish comments from Citigroup’s Craig Ellis. Wednesday, the stock gained ground as memory chip stocks moved higher following comments from Applied Materials about memory sector cap ex r...	May 16, 2008
Smart Modular FY Q2 Misses; Guidance Disappoints	Smart Modular Technologies (SMOD) this afternoon reported disappointing results for its fiscal second quarter ended February, and weaker-than-expected guidance for Q3. For the February quarter, the company reported revenue of $160 million and EPS of 17 cents; the Street had expected $180.3 million and 18 cents. The company, which makes memory subsystems and related products, said results were affected by a difficult pricing environment and slower-than-expected growth in high density server modul...	March 20, 2008
Full Research Summary (May 11, 2007)	ABY cut to Neutral at Prudential.AEO raised to Buy at Sun Trust Robinson Humphreys.ALTI raised to Buy at First Albany.ALU raised to Outperform at Credit Suisse.AMAT raised to Buy at UBS.AMGN cut to Sell at Citigroup; also cut at JPMorgan, Morgan Stanley, HSBC, and Lazard.BBSI started as Outperform at JMP Securities.BOW cut to Neutral at Prudential.BRLC cut to Hold at Cantor Fitzgerald.CL started as Buy at Stifel Nicolaus.CHINA started as Buy at Cantor Fitzgerald.CHRT raised to Neutral at HSBC.CN...	May 11, 2007
Analyst initiations 5-11-07: DOW, NILE, WINN and ZQK	Filed under: Before the bell, Dow Chemical (DOW), Analyst initiationsMOST NOTEWORTHY: Dow Chemical (DOW), Smart Modular (SMOD), Wolverine World Wide (WWW), Win-Dixie Stores (WINN) and Blue Nile (BLUE) were today's noteworthy initiations: UBS is positive on the ethylene cycle over the next two years and believes Dow Chemical (NYSE: DOW) can beat 2008 consensus estimates, initiating shares with a Buy rating. JMP Securities started Smart Modular (NASDAQ: SMOD) with a Strong Buy as a u...	May 11, 2007
Earlybird Analyst Calls (May 11, 2007)	ABY cut to Neutral at Prudential.AEO raised to BUyt at Sun Trust Robinson Humphreys.ALTI raised to Buy at First Albany.AMAT raised to Buy at UBS.AMGN cut to Sell at Citigroup.BBSI started as Outperform at JMP Securities.BOW cut to Neutral at Prudential.CHINA started as Buy at Cantor Fitzgerald.CNQ cut to Sector Perform at RBC.CPKI raised to Outperform at FBR.DRH started as Buy at Deutsche Bank.ENN started as Hold at Deutsche Bank.GLBC cut to Hold at Deutsche Bank.HIH cut to Neutral at Baird.IMO ...	May 11, 2007

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