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May 23, 2012
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| 17:27 EDT |  | HPQ |
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| 17:18 EDT | | HPQ |
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| 17:10 EDT | | HPQ |
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| 17:05 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard expects pricing environment to remain competitive | | Services margins are expected to remain in the 10%-12% range for the remainder of FY12. Expects continued decline in Business Critical Systems revenue and the resulting pressure on ESSN margins. :theflyonthewall.com |
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| 17:00 EDT | | HPQ |
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| 16:55 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard says consumer notebook demand "remains soft" | | :theflyonthewall.com |
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| 16:47 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard: Restructuring to generate cost savings of $3-$3.5B by end FY14 |
 Subscribe for More Information :theflyonthewall.com |
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| 16:45 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard: Performance has stabilized, but still lots of work to be done |
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| 16:42 EDT | | HPQ |
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| 16:41 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard says realignment of PC and printing businesses "going well" | | Sees tremendous potential for accelerated growth and efficiency through common branding, improved marketing, better retail positioning, and more attractive product bundles. :theflyonthewall.com |
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| 16:38 EDT | | HPQ |
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| 16:27 EDT |  | HPQ |
| theflyonthewall.com: | On The Fly: Closing Wrap | | Stocks on Wall Street were mixed following a furious rally to close the day. Stock futures were sharply lower in premarket trading pointing to a continuation of the market’s slide from late yesterday. The weakness in the U.S. futures followed poor sessions for stocks in Asia and early weakness in European equities, which only worsened as the day moved forward. The futures action led to a lower open for the broader market and the better than expected new home sales and home price reports could not bring in buyers. The market selling intensified throughout the morning until finally finding a level near noon, from which the market held and drifted higher. In the last hour of trading markets rose sharply to wind up mixed, and nearly up, for the day… ECONOMIC EVENTS In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds... COMPANY NEWS: Shares of Dell (DELL) plunged $2.59, or 17.18%, to $12.49 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which fell before releasing a disappointing earnings report after the market closed. Meanwhile, two congressional committees set out to investigate Facebook’s (FB) troubled initial public offering… MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up $7.30, or 13.12%, to $62.92, following its "beat and raise" report, and Compuware (CPWR), up 80c, or 9.47%, to $9.25, after the company beat revenue expectations. Noteworthy losers included Qihoo 360 (QIHU), down 78c, or 3.64%, to $20.62, following its quarterly report and the appointment of a new co-CFO, and Juniper Networks (JNPR), down 76c, or 4.22%, to $17,23, after Goldman Sachs announced its view that ALU’s entry into core routing was an incremental negative for Juniper, following cautious comments by the company’s CEO the day before at their annual stockholder meeting. INDICES: The Dow lost $6.66, or 0.05%, to $12,496.15; the Nasdaq rose $11.04, or 0.39%, to $2,850.12; and the S&P 500 added $2.23, or 0.17%, to $1,318.86. :theflyonthewall.com |
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| 16:16 EDT |  | HPQ |
| theflyonthewall.com: | Hewlett-Packard sees FY12 adjusted EPS $4.05-$4.10, consensus $4.03 | | :theflyonthewall.com |
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| 16:15 EDT | | HPQ |
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| 16:14 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard reports Q2 software revenue up 22% YoY | | 17.7% operating margin, including results of Autonomy. Software revenue was driven by 7% license growth, 17% support growth, and 72% growth in services. Autonomy saw a significant decline in license revenue. :theflyonthewall.com |
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| 16:13 EDT | | HPQ |
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| 16:12 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard reports Q2 ESSN revenue down 6% YoY | | 11.2% operating margin. Networking revenue was up 2%, Industry Standard Servers revenue was down 6%, Business Critical Systems revenue was down 23%, and Storage revenue was up 1% year over year. :theflyonthewall.com |
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| 16:11 EDT | | HPQ |
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| 16:11 EDT | | HPQ |
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| 16:10 EDT | | HPQ |
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| 16:07 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard to layoff about 27,000 employees | | HP expects to record a pre-tax charge of approximately $1.7B in FY12 that will be included in its GAAP financial results for that period. Of that amount, HP expects to record a pre-tax charge of approximately $1B in its third fiscal quarter. The cash impact associated with the restructuring efforts is expected to be approximately $400M in FY12. Through FY14, HP expects to record additional pre-tax charges approximating $1.8B that will be included in its GAAP financial results for the applicable periods. :theflyonthewall.com |
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| 16:06 EDT | | HPQ |
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| 16:02 EDT |  | INTC |
| theflyonthewall.com: | Options Update; May 23, 2012 | | CBOE Volatility Index-VIX down 10c to 22.39. Option volume leaders today: INTC BAC MSFT DELL AAPL according to Track Data. :theflyonthewall.com |
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| 15:44 EDT | | HPQ |
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| 14:39 EDT | | HPQ |
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| 12:18 EDT | | HPQ |
| theflyonthewall.com: | On The Fly: Midday Wrap | | Stocks on Wall Street were lower by about 1.5% at midday, following the lead of markets in Europe and Asia. The weakness is again being attributed to growing concern over Greece and its ability, and possibly willingness, to remain in the euro. The market essentially ignored the better than expected U.S. new home sales data and the home price index report and instead continued the down trend which began a few weeks ago... ECONOMIC EVENTS: In the U.S., new home sales increased 3.3% in the month of April to a 343K annual rate, versus expectations of an increase of 2.1%. The House Price Index showed an increase of 0.5% for the month of March, versus expectations of an increase of 0.3%. In Europe, equities slumped badly and the euro tumbled to its lowest level versus the dollar since August 2010 ahead of an informal summit meeting Wednesday night planned by European leaders. Expectations are that German Chancellor Angela Merkel will hold a hard line against mounting pressure to consider joint eurobonds. In Asia, stocks fell as well, as the World Bank cut its grow forecasts for the Asia-Pacific region, including China, to 7.6% for 2012 compared to 8.2% last year... COMPANY NEWS: Shares of Dell (DELL) plunged $2.66, or 17.64%, to $12.42 after the company reported weaker than expected Q1 results and guided to Q2 revenue below consensus. The company's commentary on the challenging economic backdrop and how consumers have moved toward mobile devices and away from traditional PCs sunk peers as well, including Hewlett-Packard (HPQ), which is due to report after the close... MAJOR MOVERS: Among the notable gainers were PetSmart (PETM), up about 11%, following its "beat and raise" report, and Expedia (EXPE), up nearly 5%, after Piper Jaffray said in a note to investors that it raised it price target on shares, citing impressive growth in the number of people visiting the company's European website last month. Noteworthy losers included Qihoo 360 (QIHU), down almost 8%, following its quarterly report and the appointment of a new co-CFO, and Cree (CREE), down another 6%, as it slid for a second straight day and a Wunderlich analyst drew parallels between Cree and troubled solar energy company First Solar (FSLR)... INDICES: Near noon, the Dow was down 182.43, or 1.46%, to 12,320.38; the Nasdaq was down 42.45, or 1.50%, to 2,796.63; and the S&P 500 was down 19.17, or 1.46%, to 1,297.46. :theflyonthewall.com |
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| 11:18 EDT | | NVDA |
| theflyonthewall.com: | Nvidia volatility flat; shares near 20-month low into investor meeting | | Nvidia overall option implied volatility of 48 is near its 26-week average according to Track Data, suggesting non-directional price movement into a company sponsored investor meeting on May 24. :theflyonthewall.com |
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| 10:38 EDT | | HPQ |
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| 10:18 EDT |  | HPQ |
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| 10:11 EDT |  | HPQ |
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| 10:03 EDT | | INTC |
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| 09:52 EDT | | HPQ |
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| 08:55 EDT | | HPQ |
| theflyonthewall.com: | HP could see Q2 results hurt more by Europe than Dell, AllThingsD says | | Given Hewlett-Packard's (HPQ) exposure to the faltering markets in Europe, which Dell (DELL) commented on in its own earnings report, H-P could see its Q2 results hurt more by Europe than Dell, according to AllThingsD. Investors will also be very focused on CEO Meg Whitman's plans for restructuring and job cuts, the report said. Reference Link :theflyonthewall.com |
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| 07:59 EDT |  | INTC |
| theflyonthewall.com: | Dell results a negative for Intel, says JPMorgan | | JPMorgan views Dell's (DELL) results and guidance as a negative data point for Intel (INTC) and reiterates a Neutral rating on shares of Intel. The firm points out Dell indicated that PC demand is slowing, tablets and smartphones are cannibalizing notebook sales, and that customers are delaying spending on information technology. :theflyonthewall.com |
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| 07:29 EDT | | INTC |
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| 07:22 EDT |  | CAVM |
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May 22, 2012
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| 17:55 EDT | | HPQ |
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| 13:11 EDT | | INTC |
| theflyonthewall.com: | Israeli government reportedly divided over Intel grant, Globes says | | Israeli Finance Minister Yuval Steinitz has been accused by other Israeli officials of opening up secret negotiations with Intel (INTC) over a grant and preparing to give the company too much money, according to Globes. Intel has asked for a $600M grant from Israel, but the country's Ministry of Industry and Trade has offered only about $260M, and set conditions over how the money must be used, the publication said. Reference Link :theflyonthewall.com |
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| 08:58 EDT | | MU |
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| 06:28 EDT | | INTC |
| theflyonthewall.com: | AMD preparing low-voltage CPUs for Windows 8 tablets, Digitimes reports | | AMD (AMD) is set to release its Hondo processors in Q4 to compete against Intel's (INTC) Clover Trail-W processors, with both intended for use on Windows 8 (MSFT) based tablets, according to Digitimes. Reference Link :theflyonthewall.com |
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| 06:16 EDT | | INTC |
| theflyonthewall.com: | Intel looks to battery solutions for lower ultrabook costs, Digitimes reports | | Intel (INTC) has been aggressively looking to new battery types and has currently settled on the 16650 cylindrical battery and prismatic lithium-ion battery to help it reduce the cost of ultrabooks, according to upstream sources and reported in Digitimes. Reference Link :theflyonthewall.com |
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| 05:22 EDT |  | NVDA |
| theflyonthewall.com: | NVIDIA to host investor meeting | | Investor meeting to be held in Santa Clara, CA on May 24 at 11 am. Webcast Link :theflyonthewall.com |
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May 21, 2012
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| 11:23 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard volatility increases as shares trend lower into Q2 | | Hewlett-Packard June call option implied volatility is at 41, August is 37; above its 26-week average of 33 according to Track Data, suggesting larger price movement into the expected release of Q2 results on May 23. :theflyonthewall.com |
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| 08:07 EDT | | INTC |
| theflyonthewall.com: | RGB Networks, BlackArrow enable targeted advertising delivery for TV Everywhere |
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May 20, 2012
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| 09:42 EDT | | MU |
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| 09:40 EDT | | HPQ |
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May 18, 2012
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| 10:27 EDT | | MU, GLW |
| theflyonthewall.com: | On The Fly: Analyst Initiation Summary | | Today's noteworthy initiations include: Acorda Therapeutics (ACOR) initiated with a Sell at Goldman... Bristol-Myers (BMY) initiated with an Outperform at BMO Capital... Corning (GLW) initiated with a Neutral at Susquehanna... Cree (CREE) initiated with a Positive at Susquehanna... Exactech (EXAC) initiated with a Buy at Benchmark Co... Hawaiian Holdings (HA) initiated with an Outperform at Imperial Capital... Mattel (MAT) initiated with a Buy at SunTrust... Merck (MRK) initiated with a Market Perform at BMO Capital... Micron (MU) initiated with a Buy at ThinkEquity... SanDisk (SNDK) initiated with a Hold at ThinkEquity... Spansion (CODE) initiated with a Buy at ThinkEquity... Dendreon (DNDN) initiated with a Sell at Maxim. :theflyonthewall.com |
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| 10:27 EDT |  | CAVM, CY |
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| 09:41 EDT | | INTC |
| theflyonthewall.com: | Active equity option families in first 10-minutes | | Active equity option families in first 10-minutes of trading according to Track Data are: AAPL JPM BAC INTC. :theflyonthewall.com |
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| 06:42 EDT | | INTC |
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| 06:37 EDT | | HPQ, INTC |
| theflyonthewall.com: | Proportion of ultrabooks equipped with SSDs to drop in Q2, DigiTimes reports | | The proportion of ultrabooks equipped with SSDs will drop to 56% in Q2 from 86% in Q1 as vendors attempt to cut component costs to keep down prices, according to research from DigiTimes. Reference Link :theflyonthewall.com |
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| 06:36 EDT | | CY |
| theflyonthewall.com: | Cypress Semi downgraded to Neutral from Buy at UBS | | UBS downgraded Cypress to reflect macro weakness and the impact on its touch rebound and SRAM recovery. Price target lowered to $13.75 from $19. :theflyonthewall.com |
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| 06:24 EDT | | CAVM |
| theflyonthewall.com: | Cavium Networks downgraded to Neutral from Buy at UBS | | UBS downgraded Cavium based on valuation and growth concerns due to macro risks. Price target lowered to $26 from $34. :theflyonthewall.com |
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| 06:15 EDT | | MU |
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| 06:08 EDT | | GLW |
| theflyonthewall.com: | Corning initiated with a Neutral at Susquehanna | | Target $14. :theflyonthewall.com |
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May 17, 2012
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| 13:51 EDT | | HPQ |
| theflyonthewall.com: | H-P considers cutting as much as 8% of workforce, Bloomberg reports | | Hewlett-Packard (HPQ) is considering cutting about 8% of its workforce, or as many as 25,000 jobs, with as many as 10,000-15,000 of the cuts coming from its enterprise services group, reported Bloomberg, citing sources briefed on the plans. Reference Link :theflyonthewall.com |
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| 13:37 EDT | | HPQ |
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| 10:33 EDT | | MU |
| theflyonthewall.com: | On The Fly: Analyst Initiation Summary | | Today's noteworthy initiations include: Agilent (A) initiated with an Outperform at Wells Fargo... Alphatec (ATEC) initiated with an Overweight at Piper Jaffray... ArthroCare (ARTC) initiated with an Overweight at Piper Jaffray... Bruker (BRKR) initiated with an Outperform at Wells Fargo... CareFusion (CFN) initiated with an Overweight at Piper Jaffray... Celadon Group (CGI) initiated with a Buy at Wunderlich... Crocs (CROX) initiated with a Neutral at SunTrust... Infoblox (BLOX) initiated with an Outperform at JMP Securities... Kirby (KEX) initiated with a Buy at Wunderlich... Knight Transportation (KNX) initiated with a Buy at Wunderlich... Micron (MU) initiated with a Neutral at Susquehanna... Rush Enterprises (RUSHA) initiated with a Buy at Wunderlich... SanDisk (SNDK) initiated with a Positive at Susquehanna... Swift Transportation (SWFT) initiated with a Buy at Wunderlich... Thermo Fisher (TMO) initiated with a Market Perform at Wells Fargo... Tyler Technologies (TYL) initiated with a Buy at Benchmark Co... Waters (WAT) initiated with an Outperform at Wells Fargo... Werner (WERN) initiated with a Buy at Wunderlich... US Airways (LCC) initiated with an Outperform at Raymond James. :theflyonthewall.com |
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| 09:27 EDT | | MU |
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| 08:29 EDT | | INTC, HPQ |
| theflyonthewall.com: | H-P fires back at Oracle in ongoing fight over Itanium, AllThingsD says | | Hewlett-Packard (HPQ) released documents related to its lawsuit with Oracle (ORCL) centered on Intel's (INTC) Itanium chips, with H-P's release intended to paint Oracle, the new owner of Sun Microsystems, as out to hurt H-P's Business Critical Server operation, according to AllThingsD. H-P released the documents in retaliation to a new offensive by Oracle meant to increase the pressure on H-P and take its case to the marketplace, the report added. Reference Link :theflyonthewall.com |
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| 06:36 EDT | | HPQ |
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| 06:32 EDT | | MU |
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| 06:17 EDT | | INTC |
| theflyonthewall.com: | Intel launches 3rd-gen Core vPro platform, Digitimes reports | | Reference Link :theflyonthewall.com |
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| 06:16 EDT | | HPQ |
| theflyonthewall.com: | Foxconn denies rumors it will seek investments from clients, Digitimes reports | | Foxconn has denied that it will seek strategic investments with clients including Apple (AAPL) and Hewlett-Packard (HPQ) to compete against Samsung Electronics, according to Digitimes. Reference Link :theflyonthewall.com |
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| 00:23 EDT | | INTC |
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May 16, 2012
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| 11:59 EDT | | NVDA |
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| 11:26 EDT | | MU |
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| 11:21 EDT | | CAVM |
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| 08:01 EDT | | INTC |
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| 07:47 EDT | | HPQ |
| theflyonthewall.com: | HP helps T-Mobile save time, money with converged infrastructure and services | | Hewlett-Packard, or HP, (HPQ) announced it has delivered an HP AppSystem for the SAP HANA database and related services to T-Mobile USA, Inc., helping the wireless provider shorten the time required to analyze information from more than one week to less than a day. T-Mobile is the U.S. wireless operation of Deutsche Telekom AG (DTEGY). :theflyonthewall.com |
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| 07:29 EDT | | MU |
| theflyonthewall.com: | DRAM contract quotes to increase by 5%-10% in May, Digitimes reports | | Reference Link :theflyonthewall.com |
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| 07:13 EDT | | INTC |
| theflyonthewall.com: | Berkshire cuts Intel position, adds to GM Viacom, Reuters reports | | Berkshire Hathaway (BRK.A) added new positions in GM (GM) and Viacom (VIAB) in Q1, and lowered its stake in Intel (INTC) by 33%, reports Reuters. Reference Link :theflyonthewall.com |
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| 06:25 EDT | | HPQ |
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| 06:15 EDT | | INTC |
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May 15, 2012
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| 16:30 EDT | | INTC |
| theflyonthewall.com: | Berkshire Hathaway reports decreased stakes in Intel, Kraft, Procter & Gamble | | :theflyonthewall.com |
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| 14:44 EDT | | NVDA |
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| 14:39 EDT | | NVDA |
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| 14:07 EDT | | NVDA |
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| 10:18 EDT | | INTC, MU |
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| 10:06 EDT | | MU |
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| 08:17 EDT | | HPQ |
| theflyonthewall.com: | Hewlett-Packard should report stronger than expected results, says RBC Capital |
Subscribe for More Information :theflyonthewall.com |
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| 07:58 EDT | | INTC |
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| 07:55 EDT | | INTC, NVDA |
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| 07:33 EDT | | INTC |
| theflyonthewall.com: | Network Engines to host a webinar | | The "Unleash the Power of Intel's Latest Xeon Processors" webinar features Intel's new Xeon(r) E5-2600 Series processor family and explores the top four considerations for transitioning to a new technology and how to improve performance when moving to new products like the Dell servers. The webinar is being held on May 15 at 12 pm. Webcast Link :theflyonthewall.com |
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| 06:23 EDT | | HPQ |
| theflyonthewall.com: | Labor, power shortages could turn worse as notebook demand rises, DigiTimes says |
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| 06:21 EDT | | HPQ |
| theflyonthewall.com: | Qualcomm Snapdragon shortage forcing vendors to other options, DigiTimes says |
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| 06:17 EDT | | HPQ |
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| 06:04 EDT | | HPQ |
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| 05:52 EDT | | INTC |
| theflyonthewall.com: | McAfee aims to protect critical infrastructure from increased attacks | | McAfee announced a collaboration with Intel to better protect the world’s energy utility ecosystem, including generation, transmission and distribution, from increased cyber attacks. The two companies have provided a blueprint for a comprehensive solution of multiple products that create layers of security and operate together without great complexity or without impacting availability. McAfee, a wholly owned subsidiary of Intel (INTC). :theflyonthewall.com |
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| 05:29 EDT | | GLW |
| theflyonthewall.com: | Corning has grand opening for Shanghai automotive substrate facility expansion | | Corning hosted a grand opening and groundbreaking ceremony for Corning Shanghai Co. Ltd., Corning’s wholly owned automotive substrate facility in Shanghai, China. The event celebrated the completion of a $125M expansion and the beginning of a previously announced third capacity build-out. Members of the Chinese government, customers, and employees attended the ceremony. :theflyonthewall.com |
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| 05:19 EDT | | INTC, HPQ |
| theflyonthewall.com: | HP speaks: court rejects Oracle's motion to dismiss HP's claims in Itanium suit |
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May 14, 2012
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| 17:02 EDT | | CELL |
| theflyonthewall.com: | Brightpoint unit announces logistic services agreement with Macquarie Telecom | | Brightpoint (CELL) announced that its subsidiary, Brightpoint Australia Pty Ltd, has entered into an agreement with Macquarie Telecom Pty Limited to provide fulfilment and logistic services in the Australian market. Under the terms of the agreement, BrightPoint Australia will provide a full suite of logistic services to Macquarie Telecom including order, stock and transport management, quality assurance, reporting, and reverse logistics, as well as the fulfilment of customised welcome packs and mobility products to the Macquarie Telecom customer base. :theflyonthewall.com |
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| 10:24 EDT |  | NVDA |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Arch Coal (ACI) upgraded to Buy from Neutral at UBS... Ares Capital (ARCC) upgraded to Equal Weight from Underweight at Barclays... Career Education (CECO) upgraded to Market Perform from Underperform at BMO Capital... Citi Trends (CTRN) upgraded to Outperform from Market Perform at Wells Fargo... Louisiana Pacific (LPX) upgraded to Outperform from Sector Perform at RBC Capital... McDermott (MDR) upgraded to Overweight from Neutral at JPMorgan... NetSuite (N) upgraded to Conviction Buy from Buy at Goldman... PDC Energy (PETD) upgraded to Buy from Hold at Canaccord... St. Jude Medical (STJ) upgraded to Buy from Neutral at Goldman... Teradata (TDC) upgraded to Overweight from Equal Weight at Barclays... Ultimate Software (ULTI) upgraded to Buy from Sell at Goldman... Vertex Pharmaceuticals (VRTX) upgraded to Overweight from Neutral at JPMorgan... Pulte Group (PHM) upgraded to Buy from Neutral at Guggenheim... Ryland Group (RYL) upgraded to Buy from Sell at Guggenheim... Toll Brothers (TOL) upgraded to Buy from Neutral at Guggenheim... NVIDIA (NVDA) upgraded to Average from Below Average at Cari. :theflyonthewall.com |
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| 09:30 EDT | | NVDA |
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| 09:04 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA, Intellectual Ventures partner to acquire portfolio of wireless assets | | NVIDIA and Intellectual Ventures, or IV, announced that they have jointly acquired a set of patents developed and owned by IPWireless. The portfolio comprises approximately 500 patents granted and pending in the wireless communications area, including essential concepts in LTE, LTE-Advanced and 3G/4G technologies. Terms of the acquisition, which closed on April 30, were not disclosed. Ownership of the patents was split between NVIDIA and IV, with NVIDIA licensing the rights to those patents that it did not acquire. As part of the acquisition, IPWireless retains perpetual, royalty-free access to these patents. :theflyonthewall.com |
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| 09:00 EDT | | NVDA |
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| 07:50 EDT | | HPQ, INTC |
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| 07:40 EDT | | NVDA |
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| 07:38 EDT | | MU |
| theflyonthewall.com: | Micron deal unlikely to be accretive over next two years, says RBC Capital | | After SK Hynix dropped out of the bidding for flash memory maker Elpida (ELPDF), RBC Capital thinks it's increasingly likely that Micron (MU) will acquire all of Elpida, and the firm doesn't believe that the deal would be accretive to Micron for at least two years. The firm says that it would become more bearish on Micron's earnings outlook if it does acquire Elpida, but it maintains an Outperform rating on the stock at this time. :theflyonthewall.com |
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| 07:19 EDT | | MU |
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| 06:03 EDT | | INTC, HPQ |
| theflyonthewall.com: | USPS banning international shipments of laptops, iPads, AP reports | | The U.S. Postal Service is banning shipments of electronics with lithium batteries internationally, due to the risk of fire, the Associated Press reports. The ban includes electronics such as smartphones, laptops and iPads. Reference Link :theflyonthewall.com |
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May 13, 2012
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| 16:18 EDT | | INTC |
| theflyonthewall.com: | Cisco and Intel's views on IT spending clash, Barron's reports | | When CEO John Chambers blamed Cisco's (CSCO) earnings miss last Wednesday on weakened corporate tech spending, his comments whipsawed tech investors and stocks. Indeed, much of Cisco's woes can be blamed on Europe, which is a big spender on business software, services, and networking gear. That is especially true of Europe's governments, which might explain Chambers' more negative view of corporate spending, Barron's reports. But apparently, Chambers hadn't checked with Intel (INTC) CEO Paul Otellini, who sees no change in IT spending. Intel is less reliant on Europe and more dependent on emerging markets in China, India, and Brazil, which probably explains why Otellini isn't feeling Chambers' pain, the periodical notes. Reference Link :theflyonthewall.com |
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| 15:54 EDT | | HPQ |
| theflyonthewall.com: | Dodge & Co''s Pohl/Strandberg think Barclays, HP are 'good bets', Barron's says |
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May 11, 2012
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| 13:53 EDT | | HPQ |
| theflyonthewall.com: | H-P boss says "everything on table" in terms of restructuring, layoffs, CRN says |
Subscribe for More Information :theflyonthewall.com |
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| 13:29 EDT | | NVDA |
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| 12:05 EDT | | NVDA |
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| 09:00 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA rises 9.4% | | NVIDIA is up 9.4%, or $1.17, to $13.59 :theflyonthewall.com |
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| 08:43 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA heads up to test 10-day MA after results, resistance at $13.92 | | :theflyonthewall.com |
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| 07:55 EDT | | NVDA |
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| 07:39 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA sees taking $25M charge related to Stanford donation in Q2 | | :theflyonthewall.com |
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| 07:37 EDT | | NVDA |
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| 07:36 EDT | | NVDA |
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| 07:36 EDT | | NVDA |
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| 07:36 EDT | | NVDA |
| theflyonthewall.com: | NVIDIA reports Q1 adjusted EPS 16c, consensus 10c | | Reports Q1 revenue $924.9M, consensus $916.17M :theflyonthewall.com |
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| 04:59 EDT | | HPQ |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer noted that housing is coming back "and it's going to take a lot of sectors with it." Cramer said the housing market may have bottomed out in 2007, but things are finally beginning to change as homebuilders like Toll Brothers (TOL) and Lennar (LEN) are up 31% and 40% for the year, respectively. Home builders need materials, said Cramer, so why not look into a Masco (MAS) or Sherwin-Williams (SHW) or Owens Corning (OC)? All of these stocks are cheap, Cramer says. Home buyers will need loans, so that's good news for Wells Fargo (WFC) and US Bancorp (USB), said Cramer. They will also need insurance, think Travelers (TRV). While those may be the obvious plays, Cramer said there are plenty of other companies that benefit as well. Time Warner (TWX) will provide cable service to many new homes while Verizon (VZ) and AT&T (T) will provide phone service. Cramer also touted retail, which does well when homes are increasing in value. He likes Bed Bath & Beyond (BBBY), along with Home Depot (HD) and Costco (COST). EXECUTIVE DECISION: Cramer once again sat down with Richard Pops, chairman and CEO of drug maker Alkermes (ALKS), a company that expects to see double-digit revenue growth next year. Pops said that Alkermes is now in the sweet spot; it's large enough that it has all of the resources it needs to make medicines, get them approved and manufacture them, but it's also not too big that bureaucracy slows its pace of innovation. One of Alkermes' most promising treatments is for alcoholism. And, it also has a promising drug in phase III testing for schizophrenia. Cramer said he continues to like the innovation and growth at Alkermes, even if the company remains a speculative play, as it still has no earnings. OFF THE CHARTS:The technicals are warning investors to be more cautious going forward, as another 5% drop to the downside could be looming. "Keep your eye on the CBOE Volatility Index (VIX)", Cramer concluded. NO HUDDLE OFFENSE: While everything is going right inside Cisco (CSCO), outside factors, including decreasing government spending, are an issue that every technology company will need to address in the near future, Cramer says. Next, Cramer revisited the Hospitality Index, a group of stocks created by restauranteur Danny Meyer in 2009. The Hospitality Index consisted of 17 stocks including Whole Foods (WFM), Chipotle Mexican Grill (CMG), Apple (AAPL), Costco (COST) and Amazon.com (AMZN). Since its introduction in 2009, the S&P 500 has delivered a 65% return while the Hospitality Index returned a stellar 257% return with only one stock, DreamWorks Animation (DWA), posting a loss. Cramer said the same things that have made these companies a success over the past three years still hold true today. LIGHTNING ROUND: Hewlett-Packard (HPQ): Cramer doesn't like the stock at all and says "it can go lower, much lower." Pan American Silver (PAAS) is the best house in a shaky neighborhood. Cramer doesn't want to own any miners, they're too dangerous. Hercules Offshore (HERO) If you consider it a speculative stock, Cramer blesses it as a long-term bet on oil. Prudential (PRU) Cramer likes it, but is cautious as the stock doesn't have yield protection. Zipcar (ZIP) Cramer said he would look again when the stock is between $6 and $9 a share. Chesapeake Granite Wash Trust (CHKR) Cramer thinks you can buy it lower. Deere & Co.(DE): "It's a good company but the commodities are weak". Cramer wants to be 'careful'. Reference Link :theflyonthewall.com |
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May 10, 2012
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| 18:12 EDT | | INTC |
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| 15:31 EDT | | CAVM |
| theflyonthewall.com: | Cavium Networks puts active as shares trend to a two-year low | | Cavium Networks May 23 and 24 puts are active on total put volume of 8,900 contracts (1,400 calls). May put option implied volatility is at 48, June is at 51 below its 26-week average of 50 according to Track Data. Active put volume suggests traders taking positions for decreasing price movement. :theflyonthewall.com |
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| 15:11 EDT | | NVDA |
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| 14:50 EDT | | NVDA |
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| 13:16 EDT | | CAVM |
| theflyonthewall.com: | Cavium Networks weakness related to Cisco is overdone, says Raymond James | | Raymond James believes Cavium (CAVM) weakness related to Cisco's (CSCO) guidance is an overreaction. The analyst expects service provider rather than enterprise to be a driver for Cavium and adds the company is dominating the high-end of the multi-core markets. :theflyonthewall.com |
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| 11:36 EDT | | INTC |
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| 07:21 EDT | | HPQ |
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| 06:35 EDT | | MU |
| theflyonthewall.com: | Elpida acquisition would make Micron Apple chip supplier, CNet reports | | Micron (MU) would become a major chip supplier to Apple (AAPL) if the company were to go ahead with its proposed acquisition of Elpida, according to CNet. Reference Link :theflyonthewall.com |
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| 06:19 EDT | | HPQ |
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| 06:12 EDT | | MU |
| theflyonthewall.com: | Micron in talks with Elpida Memory, Digitimes reports | | Micron (MU) has confirmed that it is in talks with Elpida Memory's trustees about acquiring the bankrupt chipmaker, according to Digitimes. Reference Link :theflyonthewall.com |
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| 05:59 EDT | | INTC |
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| 05:57 EDT | | MU |
| theflyonthewall.com: | Micron Technology confirms discussions with Elpida Memory trustees | | Micron Technology confirmed it is engaged in discussions with Elpida Memory, Inc.'s trustees to acquire Elpida's business. Micron made the announcement following a May 10 approval by the Tokyo District Court allowing Elpida's trustees to negotiate an agreement with Micron, pursuant to which Micron would become Elpida's sponsor and acquire Elpida's entire business in accordance with the corporate reorganization proceedings. Elpida, a semiconductor DRAM memory manufacturer, filed a petition for commencement of Corporate Reorganization Proceedings with the Tokyo District Court under the Corporate Reorganization Act of Japan on Feb. 27, which proceedings have been commenced. Elpida recently undertook a bidding process to select a company to "sponsor" Elpida during its Corporate Reorganization proceedings and to acquire the company's business. In that process, Elpida has decided to move forward in negotiations with Micron as the potential sponsor. :theflyonthewall.com |
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| 04:20 EDT | | ATML, INTC |
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May 9, 2012
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| 14:57 EDT | | NVDA |
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| 08:18 EDT | | HPQ |
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| 08:09 EDT | | CELL |
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| 06:21 EDT | | NVDA |
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| 05:42 EDT | | HPQ |
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