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May 22, 2014
08:26 EDTLRCX, INTCLam Research should be bought on demand related weakness, says Pacific Crest
Pacific Crest recommends buying Lam Research (LRCX) on any pullbacks related to weak demand. The firm expects Lam Research to gain share at Intel (INTC) and others. It keeps a $65 price target and Outperform rating on Lam.
News For LRCX;INTC From The Last 14 Days
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July 14, 2014
09:07 EDTINTCMellanox Q3 guidance likely to be conservative, says Janney Capital
Janney Capital said it expects Mellanox' (MLNX) Q2 revenue to be in-line and for its Q3 guidance to be conservative, as the firm believes the High Performance Computing market has temporarily slowed ahead of Intel's (INTC) release of its Grantley processors. However, the firm thinks that HPC will recover soon and it maintains its Buy rating and $57 fair value estimate on Mellanox.
08:52 EDTINTCIntel volatility increases into Q2 and outlook
Intel July call option implied volatility is at 27, August is at 20, October is at 18; compared to its 26-week average of 19 according to Track Data, suggesting non-directional price movement into the expected release of Q2 on July 15.
08:34 EDTINTCPC market stability could be short-lived, Reuters says
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July 12, 2014
18:33 EDTINTCIntel looks to Chinese unbranded makers to boost tablet presence, WSJ says
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July 11, 2014
06:06 EDTINTCIntel to unveil 14nm processors, 10nm wafers at IDF in September, DigiTimes says
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July 9, 2014
10:20 EDTINTCReport says Intel delaying Broadwell chip shipment, MacRumors says
Intel (INTC) has decided to further postpone the shipping of its line of 14-nanometer Broadwell chips, which are anticipated to be included in future versions of the Apple's (AAPL) MacBook Air, Retina MacBook Pro, and iMac, according to MacRumors, citing a report on Chinese site VR Zone. Reference Link
07:40 EDTLRCXCLSA to hold investor meetings at SEMICON West
Investor Meetings, in conjunction with SEMICON West, will be held in San Francisco on July 9.
06:34 EDTINTCFake document hits federal court in hiring case against tech giants, WSJ says
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05:42 EDTLRCXLam Research assumed with an Overweight at Piper Jaffray
Price target raised to $80 from $62.
July 8, 2014
16:23 EDTLRCXOn The Fly: Closing Wrap
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13:46 EDTLRCXLam Research sees 2014/15 average gross margin 45% with WFE about $32B
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13:40 EDTLRCXLam Research says committed to returning capital to shareholders
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13:39 EDTLRCXLam Research sees 2014/15 average EPS $4.65-$5.25 with WFE about $32B
If WFE is about $32B, Lam Research sees its 2014/2015 average non-GAAP EPS to be $4.65-$5.25 on revenue of about $5.1B. FY14 consensus for EPS and revenue are $4.40 and $4.6B, respectively, according to First Call. If WFE is about $32B, Lam sees its 2016/2017 average non-GAAP EPS $5.50-$6.25 on average revenue of about $5.6B. If WFE is about $36B, Lam sees its 2016/2017 average non-GAAP EPS $6.50-$7.50 on average revenue of about $6.3B. Lam's financial model presented during its analyst day meeting.
13:23 EDTLRCXLam Research says achieving previous financial model ahead of schedule
Previous 2013/2014 financial model called for revenue of $4.1B, non-GAAP gross margin ~45%, operating income ~17%. Sees FY14 WFE spend $32B +/- $1B. FY14 revenue consensus is $4.6B. Says "feels good" about market share momentum.
12:40 EDTLRCXLam Research says 'positioned to accelerate' 2014 outperformance
Inflections are creating SAM and market share growth opportunity, the company said.
12:23 EDTLRCXLam Research sees CY14 cash from operation about $1B
Lam sees operating income growth outpacing revenues by 2x in CY14 and sees approximately equivalent revenue performance in the first and second halves of the calendar year. Lam sees the wafer fabrication equipment market to be stronger in 2015 than in 2014. Comments from Lam Research's analyst and investor meeting.
08:25 EDTLRCXLam Research unveils 3D NAND, atomic-scale processing products
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07:35 EDTLRCXUBS to hold meetings at SEMICON West
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06:29 EDTINTCSEMI predicts 21% increase in production equipment purchases in 2014, WSJ says
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06:17 EDTINTCAtmel, Broadcom, Intel, Samsung announce collaboration
Atmel (ATML), Broadcom (BRCM), Dell, Intel (INTC), Samsung (SSNLF) and Wind River are joining forces to establish a new industry consortium focused on improving interoperability and defining the connectivity requirements for the billions of devices that will make up the Internet of Things. The Open Interconnect Consortium is focused on defining a common communications framework based on industry standard technologies to wirelessly connect and intelligently manage the flow of information among personal computing and emerging IoT devices, regardless of form factor, operating system or service provider. Member companies will contribute software and engineering resources to the development of a protocol specification, open source implementation, and a certification program, all with a view of accelerating the development of the IoT. The OIC specification will encompass a range of connectivity solutions, utilizing existing and emerging wireless standards and will be designed to be compatible with a variety of operating systems. Additional member companies are expected to join OIC in the coming months.
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