Altera Corp

  • Wait for This Company's Turnaround Before Buying It

    By ANUP SINGH - August 15, 2013 | Tickers: ALTR, INTC, XLNX

    Altera (NASDAQ: ALTR) is primarily engaged in developing programmable logic devices (PLD). The PLD’s that the company manufactures are programmable, as compared to (application-specific integrated circuit) ASIC devices, which can perform only one given function for which they were designed. Upfront costs of ASICs are pretty high, so this has helped Altera gradually take away market share from ASIC-based systems.

    Altera recently posted its 2Q 2013 results, which were more »

  • Investing in Innovative Chipmakers

    By Phillip Woolgar - July 20, 2013 | Tickers: ALTR, ADI, NVDA

    Often, investing in industries that aren't very interesting allows you to profit from companies that others might not pick up on right away. The semiconductor business is one of those industries, and several companies show tremendous growth potential due to their innovative nature. 

    According to IDC research, the semiconductor growth rate could double by the end of this year. While I think many of the smaller chipmakers could be more »

  • What Are the Implications of This Tech Purchase?

    By Mike Thiessen - April 24, 2013 | Tickers: ALTR, AMCC, INTC

    Well-known circuit maker Altera (NASDAQ: ALTR) recently raised some eyebrows with its purchase of a prominent subsidiary of rival Applied Micro Circuits (NASDAQ: AMCC). Although the deal's terms were not immediately available, this represents a major transaction for both companies. Known as TRACK, the Danish entity is a prominent producer of optical transport network or "OTN" devices. This is a booming market that some industry analysts expect to account more »

  • A Semiconductor Play With a Promising Outlook

    By Lee Samaha - April 22, 2013 | Tickers: ALTR, ARMH, INTC, TSM | Editor's Choice

    Investing in Intel (NASDAQ: INTC) is a bit like betting on an old and slightly out of shape, but hard hitting fighter. Mr. Market keeps landing quick jabs and slows his opponent down. The odd cheeky hook to the body gets slipped in, and your fighter starts to slow and look out of place. He is way down on points by the middle rounds, so, he starts throwing haymakers, and more »

  • Why The Outlook is Better For This Semiconductor Play

    By Lee Samaha - April 17, 2013 | Tickers: ALTR, ARMH, INTC, TSM

    Investing in Intel (NASDAQ: INTC) is a bit like betting on an old and slightly out of shape but hard hitting fighter. Mr Market keeps landing quick jabs and slowing his opponent down. The odd cheeky hook to the body gets slipped in and your fighter starts to slow and look out of place. He is way down on points by the middle rounds, so he starts throwing haymakers and more »

  • What To Expect of Intel’s Q1 Earnings

    By Sejuti Ghosal - April 14, 2013 | Tickers: ALTR, DELL, HPQ, INTC, MSFT

    There’s likely to be few surprises when Intel (NASDAQ: INTC) reports first quarter earnings this week. IDC has already provided numbers suggesting that the decline in the PC market continues. In fact, the research firm says that this is the sharpest decline ever in the traditional PC market, that is, desktops and notebooks (IDC doesn’t include tablets, hybrids and other MIDs in its calculations). Microsoft’s (NASDAQ: MSFTmore »)

  • Intel's Foundry Business: Sideline or Strategic Thrust?

    By Mark Hibben - March 18, 2013 | Tickers: ALTR, AAPL, INTC, MSFT

    The announcement on Feb. 25 that Intel (NASDAQ: INTC) had inked a foundry deal with another chip maker, Altera (NASDAQ: ALTR), ignited furious speculation that Apple (NASDAQ: AAPL) might employ Intel in this role. Reuters even reported on March 7 that the matter had been discussed in a meeting between Apple and Intel, according to an unnamed source, although no agreement had been reached. Is there any possibility that such more »

  • Competition Dents the Outlook of These Stocks

    By Masam Abbas - March 8, 2013 | Tickers: AMD, ALTR, XLNX

    Intense competition in the semiconductor industry has led investors to value stocks in this space on very low multiples. Even international growth and solid balance sheets have not helped most of these stocks to regain their worth. The following stocks show both sides of the picture:

    Advanced Micro Devices (NYSE: AMD)    

    With the completion of the Global Foundries deconsolidation (Mar-2010) and the settlement with Intel (Nov-09) to resolve all outstanding more »

  • 2 Semiconductor Stocks to Buy, 1 to Hold on Changing Macro Dynamics

    By Masam Abbas - February 26, 2013 | Tickers: ALTR, ADI, XLNX

    For most of last year, investors held out hope for a cyclical recovery in wireless and wireline CapEx with expectations of resurgence in China, LTE handset product cycles reinvigorating developed market capital spending and the insatiable growth in bandwidth consumption forcing network upgrades. Unfortunately, decelerating emerging market GDP and developed market carriers focus more on cash flow than subscriber acquisition acted to push out the investor-anticipated cyclical recovery driving relatively more »

  • Microchip Technology: Challenges for Chip Makers Ahead?

    By Matthew Frankel - January 23, 2013 | Tickers: ALTR, INTC, MCHP

    Microchip Technologies (NASDAQ: MCHP) is one of the leading manufacturers of specialized computer chips.  It has also been one of the best ways to get exposure to the tech sector in a dividend portfolio, having rebounded nicely from its 2009 low of $16.23 to its current price of $33.53 as of this writing.  It also pays an extremely nice dividend for a tech company, yielding 4.2% and more »

  • 3 Stocks You Can Buy At 20% Off

    By Chad Henage - December 17, 2012 | Tickers: ALTR, AMAT, INTC

    Investors seem to be ignoring some significant values and they are all in the semiconductor industry. Despite its challenges, I own Intel (NASDAQ: INTC) and believe that today's semiconductor king will be a great investment for patient long-term investors. Much has been made about the company's challenges in the mobile market, but there is no getting around the fact that Intel basically owns the desktop, laptop, and server markets. Given Intel's massive research and development budget and close ties to many PC manufacturers, I seriously doubt that the company will be locked out of the mobile market for long. With this in mind, I recently ran a screen on CAPS Screener for other semiconductor stocks that are down at least 20% from their 52 week high.

  • You Should Prefer TI and Xilinx Over this Semiconductor Stock

    By David Gould - November 21, 2012 | Tickers: ALTR, TXN, XLNX

    Given how much innovation we have seen out of the tech sector, many investors are naturally eying semiconductors. But they should be mindful of some of the challenges / roadblocks ahead. In particular, I am concerned about supply-chain disruptions and poor free cash flow generation. With that said, I also see consolidation as the major producers aim to transition product portfolios to better service the custom chips that customers are demanding more »

  • Xilinx, Altera More Undervalued Than TI

    By David Gould - September 20, 2012 | Tickers: ALTR, TXN, XLNX

    Despite an uncertain economy, a few semiconductors are still closer to their 52-week highs than 52-week lows. Altera (NASDAQ: ALTR), Xilinx (NASDAQ: XLNX), and Texas Instruments (NASDAQ: TXN) all offer different risk/reward profiles at this point based on their fundamentals. While TI retains its position as an industry leader, the other two producers have dominant market shares in a few niches. It is therefore important to understand the subtle more »

  • Altera Versus Xilinx, The Battle for Specialized Semiconductor Supremacy

    By Douglas Ehrman - September 6, 2012 | Tickers: ALTR, LLTC, MXIM, NVDA, XLNX

    For the past decade or so, active traders have dabbled in combinations of semiconductor companies Altera Corp. ) and Xilinx Inc. ); sometimes on the long side, sometimes on the short side and sometimes as a market-neutral pair. Throughout that period, the factors that have driven the performance of one stock have been influential in driving the price of the other. Furthermore, in many cases, the universe of comps have also included more »

  • What's it worth? An Overview of IT Companies

    By Glen Bradford - February 15, 2012 | Tickers: ADBE, AMD, A, ALTR, EMMS

    Hi, my name is Glen Bradford and I am pricing the S&P 500. At present I'm in the realm of IT companies. Oooh, my favorite! Let's do this.

    360. Agilent Technologies (NYSE: A) is forecasting just under double digit growth. On $3.10 of earnings, I would say this is in the upper middle of fair valuation. Target: $37-$47. Agilent is now a dividend company, which more »

  • For Now, Avoid Shares of Applied Materials

    By Christopher French - February 11, 2012 | Tickers: ALTR, AMAT, BRCM, INTC, TXN

    Shareholders of Applied Materials (NASDAQ: AMAT) have seen the value of their holding slide by 25% over the past twelve months, though shares have recovered from the $10 mark seen in December. With a 52-week trading range of $9.70 to $16.93, shareholders have had a bumpy ride, with the dividend of $0.32 per share little consolation.

    The decline in share price has been prompted by lowered forecasts more »