News Breaks |
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| October 14, 2012 |
| 12:44 EDT |  | SSNLF, AMAT, INTC, TSM, ASML | Arms merchants Applied Materials, ASML should prosper, Barron's says
If investors can get past the coming uncertainty in chip spending, this very intense battle for the future of chips bodes very well for the arms merchants, Barron's Technology Trader columnist Tiernan Ray contends. Some of the biggest suppliers of equipment used to make chips, such as Applied Materials (AMAT) and ASML Holding (ASML), have seen their multiples expand as customers opened their wallets wide this year to fund an arms race in chip technology. A lot will depend on what investors hear in the next few weeks from the biggest chip makers, Intel (INTC), Samsung Electronics (SSNLF), and Taiwan Semiconductor Manufacturing (TSM), regarding spending plans. Reference Link |
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News For AMAT;ASML;INTC;SSNLF;TSM From The Last 14 Days Check below for free stories on AMAT;ASML;INTC;SSNLF;TSM the last two weeks. |
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| May 23, 2013 |
| 10:17 EDT |  | INTC | Nokia Siemens Networks, Intel sign collaboration MoU
Nokia Siemens Networks (NOK, SI) and Intel (INTC) announced they signed a Memorandum of Understanding to collaborate around the development of Liquid Applications, an approach to accelerate the delivery of media-rich services and content directly from the base station. The intent of the collaboration is to accelerate development of an enhanced mobile broadband experience that gives operators new revenue and differentiation opportunities. Nokia Siemens Networks and Intel will collaborate in the creation of a mobile edge computing ecosystem, focusing on over-the-top content providers, independent software vendors and application service providers. The parties will also explore new business models between mobile operators and other ecosystem players, they said. |
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| 10:10 EDT | | SSNLF | Google Glass reportedly to use Samsung OLED displays, SlashGear says
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| 09:25 EDT | | SSNLF | Samsung's Galaxy S4 reaches 10M channel sales
Samsung Electronics announced that global channel sales of its GALAXY S4 has surpassed 10M units sold in less than one month after its commercial debut. Launched globally on April 27 in 60 countries, the phone is estimated to be selling at a rate of four units per second. |
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| May 22, 2013 |
| 13:43 EDT | | SSNLF | Samsung takes stake in Pantech, AllThings D says
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| 12:07 EDT | | SSNLF | Consumer Reports says Galaxy S 4 is top smartphone, iPhone 5 fifth, CNN says
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| 09:10 EDT |  | INTC | Intel management to meet with Deutsche Bank
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| 07:24 EDT | | INTC | NetEvents International to host a summit
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| 07:21 EDT | | INTC | MIT Sloan Alumni Club of Boston to hold a symposium
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| 07:10 EDT | | SSNLF | Samsung, LG TV screen troubles benefit Sony, Sharp, Bloomberg reports
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| 06:23 EDT | | SSNLF | Samsung to launch complete line up of notebooks in 2H13, DigiTimes says
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| 06:02 EDT | | SSNLF | On the Fly: Periodicals Wrap-Up
WALL STREET JOURNAL: Since the financial crisis, bonds backed by a single loan have been less common than securities made up of a group of unrelated loans. But the market for loans on commercial properties has changed in recent months and is booming again--$12.1B so far this year--the Wall Street Journal reports...Big phone companies (SAP, T, TEF, VZ, VOD, CCO) have begun to sell the vast amounts of data they gather about their subscribers' locations, travels and Web-browsing habits. The information provides a powerful tool for marketers but raises new privacy concerns, the Wall Street Journal reports...REUTERS: Apple's (AAPL) ability to shelter billions of dollars of income from tax has depended on an unusual loophole in the Irish tax code that helps the country compete with other countries for investment and jobs. Apple channeled profits into Irish-incorporated subsidiaries that had no declared tax residency anywhere in the world, Reuters reports...The dollar languished well below last week's 4 1/2-year high against the yen today, ahead of testimony from the Fed Chairman Bernanke after two regional Fed presidents hinted that the central bank will continue its bond-buying scheme, Reuters reports...BLOOMBERG: Samsung (SSNLF) and LG Electronics are reworking their strategies for high-end TVs after spending billions of dollars on a new display technology that’s behind schedule and costs nearly $10,000 a set. The misstep has created an opening for Sony (SNE), Sharp (SHCAY) and Chinese maker Skyworth Digital, Bloomberg reports...Apple’s (AAPL) bonds have lost $280.6M of market value since buyers snapped up $17B of the iPhone maker’s debt last month, declining as yields climb from record lows, Bloomberg reports. |
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| May 21, 2013 |
| 13:08 EDT | | INTC | Intel CEO creates 'new devices' group, Reuters reports
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| May 20, 2013 |
| 08:10 EDT | | INTC | Intel management to meet with Deutsche Bank
Meeting to be held in Stockholm on May 20 hosted by Deutsche Bank. |
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| 07:32 EDT | | INTC | Society for Information Display / IHS to host a conference
Display Week 2013 is being held in Vancouver, British Columbia on May 19-24. |
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| 07:32 EDT | | INTC | Society for Information Display / IHS to host a conference
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| 06:31 EDT |  | AMAT | Applied Materials implied volatility at lower end of index mean range
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| May 19, 2013 |
| 18:59 EDT | | INTC | Cisco looks the best out of tech comeback stocks, Barron's says
Cisco (CSCO), Intel (INTC), and Microsoft (MSFT) stocks have jumped this month, however, Intel and Microsoft's revenue growth declined, due to their reliance on the PC market, providing Cisco with an opportunity to pull ahead in the technology sector, Barron's contends in its Technology Trader column. Cisco looks moderately priced, the paper adds. Reference Link |
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| May 17, 2013 |
| 13:47 EDT |  | AMAT | Applied Materials price target raised to $18 from $16 at Argus
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| 12:13 EDT | | SSNLF | Samsung says S4 sales to reach 10M next week, Korea Times says
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| 10:07 EDT |  | AMAT | On The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Actuant (ATU) downgraded to Neutral from Buy at SunTrust... Aruba Networks (ARUN) downgraded to Perform from Outperform at Oppenheimer... CAE (CAE) downgraded to Sector Perform from Outperform at RBC Capital... City Holding (CHCO) downgraded to Market Perform from Outperform at Keefe Bruyette... Deere (DE) downgraded to Sell from Neutral at Goldman... Disney (DIS) downgraded to Neutral from Overweight at Atlantic Equities... HSBC (HBC) downgraded to Neutral from Outperform at Exane BNP Paribas... L Brands (LTD) downgraded to Underperform from Hold at Jefferies... Manning & Napier (MN) downgraded to Underperform from Neutral at BofA/Merrill... MeadWestvaco (MWV) downgraded to Underperform from Sector Perform at RBC Capital... National Grid (NGG) downgraded to Neutral from Outperform at Exane BNP Paribas... Savient (SVNT) downgraded to Market Perform from Outperform at William Blair... Stryker (SYK) downgraded to Reduce from Neutral at SunTrust... TRW Automotive (TRW) downgraded to Hold from Buy at Deutsche Bank... Universal Health (UHS) downgraded to Neutral from Positive at Susquehanna... Williams-Sonoma (WSM) downgraded to Neutral from Buy at BofA/Merrill... Zimmer (ZMH) downgraded to Reduce from Neutral at SunTrust... Aviva (AV) downgraded to Underperform from Sector Perform at RBC Capital... Pandora (P) downgraded to Hold from Buy at Maxim... Lumos Networks (LMOS) downgraded to Neutral from Buy at DA Davidson... Brocade (BRCD) downgraded to Underperform from Market Perform at William Blair... Applied Materials (AMAT) downgraded to Neutral from Buy at DA Davidson... Cosi (COSI) downgraded to Market Perform from Outperform at Northland Securities. |
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