• 3 PC Stocks Goldman Sachs Thinks You Should Avoid

    By Sam Mattera - August 8, 2013 | Tickers: AMD, HPQ, INTC

    Goldman Sachs is out with another list of “overpriced stocks.” Comparing the current price of shares to Goldman’s price target, the firm has a list of 40 stocks it thinks are overvalued.

    The stocks named cover a broad spectrum -- everything from Garmin to Celgene (Business Insider has the full list). But notably, PC names stick out as being some of the most overvalued.

    Chipmaker Intel (NASDAQ: INTC) clocks in more »

  • Will the x86 Ecosystem Die?

    By Alexander Cho - August 8, 2013 | Tickers: AAPL, INTC, MSFT, QCOM, SNE

    Will x86 architecture die? That’s a huge question that’s on the mind of technologists, analysts, and investors these days. To all who may be unfamiliar, the x86 ecosystem, is based on the very first Intel (NASDAQ: INTC) 8086 CPU from the late 1970’s. It’s the standard instruction set that computers have been running on for slightly over three decades.

    What if Sony’s latest device were more »

  • Apple Will Be Rocked By 2 Core Problems

    By Marie Palumbo - August 7, 2013 | Tickers: AAPL, DPZ, INTC

    Last week I heard a nasty rumor.

    Now, I'm not one to gossip or comment on the lives of others, but when I heard this rumor, I had to know more. I scoured the internet to find more on this story and was not disappointed. According to Wired.comApple (NASDAQ: AAPL) is in the process of producing a cheaper, plastic iPhone.

    Reports of questionable repute are constantly being more »

  • AMD Stocks Could be the Next Intel

    By Mandy Seay - August 7, 2013 | Tickers: AMD, INTC, MSFT, NVDA

    Would you invest in a company that consistently comes in second or third? Advanced Micro Devices (NYSE: AMD) has demonstrated over the last couple of years that it can never compare to Intel (NASDAQ: INTC). Moreover, when it comes to stocks, investors do not trust a company that is overwhelmed with debt and cash flow problems. In the last couple of years, Advanced Micro Devices (AMD) has partnered with other more »

  • You Could Be Missing Some Huge Profits

    By Marie Palumbo - August 7, 2013 | Tickers: ARMH, INTC, QCOM

    If you scroll through a financial website, no doubt you’ll find that tech articles abound. You’ll probably see scores of articles offering insight into tech giants such as Google, Apple, and Samsung. These companies make the majority of the hottest tech devices from the latest tablet, to the newest smartphone.

    But if your portfolio stops there, you could be missing out on some big profits. What about the more »

  • Why This Chip Manufacturer's Revenue Will Keep Growing

    By Adrian Campos - August 7, 2013 | Tickers: BRCM, INTC, QCOM

    Even mobile chip manufacturers are finding it hard to fight the bears. Just like Intel (NASDAQ: INTC) had to suffer the consequences of a shrinking PC market, more and more investors see Qualcomm (NASDAQ: QCOM) as a potential disaster in the making, due to the high exposure of core revenue to the mobile industry.

    But unlike Intel at its highest times, Qualcomm is far from being overvalued. Trading at a more »

  • Is a Turnaround in Tech Possible?

    By Marshall Hargrave - August 6, 2013 | Tickers: HPQ, INTC, IBM

    All the talk about turnaround tech is concentrated on the Dell saga, but Dell's major peer is in just as bad shape. Even still, Hewlett-Packard (NYSE: HPQ) has some big-time backing from activist hedge funds.

    The most notable is Relational Investors. HP is the fund's largest investment, with Relational owning some 34.5 million shares -- making up 15.8% of the hedge fund's public equity portfolio. 

    Meanwhile more »
  • Intel - The Second Quarter Revelation

    By Ashley Sales - August 5, 2013 | Tickers: ARMH, INTC

    Intel (NASDAQ: INTC) reported its financial statement for the second quarter of 2013 with a revenue of $12.8 billion and operating income of $2.7 billion. As observed, the revenue did grow 2% from the first quarter but on the downside that revenue had fallen by 5% year-over-year. What amazed Wall Street the most, however, was the nearly 30% decline in operating income from the year-ago quarter. For Intel more »

  • How You Could Make 22% a Year With This Chipmaker

    By Shmulik Karpf - August 5, 2013 | Tickers: INTC

    From time to time, Mr. Market gives us a chance to make an exceptionally high return on our invested capital by using an options strategy. In the case at hand, we can sell put options on giant chipmaker Intel and earn 5.5% by having to wait only 3 months. Repeat this trade four times a year, and you're looking at a whopping 22% annualized -- on a relatively boring more »

  • Would you be clever enough to build in rough times?

    By Charlie Wagner - August 2, 2013 | Tickers: AAPL, INTC, SSNLF, TSM

    The worst recession of the past half-century is in full swing.  Construction is nearly non-existent and therefore contractors, equipment and materials are a bargain.  Do you a) hunker down and wait for the light to appear, just in case? or b) screw up your courage and make your biggest bet ever on new facilities and capabilities? 

    The Ordinary Logic might be wrong

    Most of us pick a) definitely the less more »

  • Intel's Evolution to Wireless: Second Quarter's Report Card

    By Bob Chandler - August 2, 2013 | Tickers: BRCM, INTC, QCOM | Editor's Choice

    Computer chip giant Intel (NASDAQ: INTC) is clearly in transition mode. Though most analysts seem to focus on its ties to a declining PC market, Intel’s prospects have little to do with computers. Its future lies in the wireless space. I believe the company will either prosper or whither based on the progress it makes in four critical areas. Here’s how the company fared in the latest quarter more »

  • The Battle for Your TV

    By Mark Morelli - August 2, 2013 | Tickers: AAPL, CMCSA, GOOG, INTC

    The battle lines have been drawn in the TV industry.

    On one side are the traditional service providers such as the cable and satellite companies and on the other are some of the biggest tech heavyweights in the world.

    A dose of real innovation will have to overcome big infrastructure and content provider advantages that the incumbents currently enjoy, especially in live events such as sports.

    Chrome plated

    Google (NASDAQ: GOOGmore »)

  • Old Tech Firms Struggle to Stay Relevant

    By Marie Palumbo - August 1, 2013 | Tickers: INTC, MSFT, SSNLF

    Imagine seeing two people start to fight. One is young, lightweight, and nimble. The other is older, with a couple extra pounds, but with fighting experience. This fight resembles the struggle that big, older tech firms face against their newer competitors. To understand who will come out on top, we must take a closer look at what each contender brings to the table. With this in mind, let’s look more »

  • A Dismal Wintel Second Quarter

    By Reuben Brewer - August 1, 2013 | Tickers: GOOG, INTC, MSFT

    Microsoft (NASDAQ: MSFT) and Intel (NASDAQ: INTC) both headed lower after releasing earnings that disappointed Wall Street. Neither company is gaining traction quickly enough in the mobile space. But that's true of Google (NASDAQ: GOOG), too. The Wintel duo has less downside risk.

    It's a PC thing

    Microsoft and Intel are the dominant names in the personal computer space. However, advances in computer speed and technology have outstripped more »

  • Revolutionary New Electronics Are on Their Way, and That's Great for Best Buy

    By Sam Mattera - August 1, 2013 | Tickers: AAPL, BBY, INTC

    Last year, hedge fund manager David Einhorn sold his stake in electronics retailer Best Buy (NYSE: BBY). In a letter to investors he explained why:

    We thought that the core debate was whether or  not the company could compete with Amazon. The answer at this point is that maybe it can and maybe it can’t...There has been some deterioration in BBY’s domestic performance, which we attribute to more »

  • Warning Signs for Long-Term Investors?

    By Mohsin Saeed - August 1, 2013 | Tickers: INTC, MSFT, NOK

    The weakness in the PC industry has finally caught up with Microsoft (NASDAQ: MSFT). The company has depreciated 10% after announcing second quarter results. The Street has reacted adversely to the massive decline in revenues from the Windows and Microsoft Office segments.

    The financial results also reveal that the company is trying to balance out the decline in PC with increased focus on cloud offerings. However, investors should also keep more »

  • Intel’s New Cable Service Could Cripple Companies Like TiVo and DirecTV

    By Sam Mattera - July 31, 2013 | Tickers: DTV, INTC, TIVO

    Intel (NASDAQ: INTC) is mostly known for its computer chips. But soon, it could be a major force in the cable industry.

    The company is hard at work on an Internet-based cable service. When it launches, it could threaten the business of established players like TiVo (NASDAQ: TIVO) and DirecTV (NASDAQ: DTV).

    Intel Media’s foray into the content business

    Reports about Intel’s work have been around for months more »

  • What You Need to Know About Dividends

    By Victor Lai - July 31, 2013 | Tickers: CVX, LLY, INTC

    When it comes to stock investing, conventional thinking dictates that returns are all about capital appreciation. However, for many investors, price appreciation may not be the main driver of total return at all. In fact, dividends can constitute a larger portion of total returns than many people may realize.

    Dividends Overlooked

    According to Loomis Sayles, almost 50% of the S&P 500's total return has come from dividends (when more »

  • Technology Titans Suffered a Blow this Past Quarter

    By Alexander Cho - July 31, 2013 | Tickers: BRCM, INTC, MSFT, QCOM

    The technology sector had some bombs in the most recent quarter. The three biggest that come to mind were Microsoft (NASDAQ: MSFT), Intel (NASDAQ: INTC), and Broadcom (NASDAQ: BRCM).

    Performance of the group

    <img alt="" height="420" src="" width="747" />

    Source: Ycharts

    Microsoft declined by 8.65% in the past month. Broadcom managed to turn some heads with an 18.89% decline in valuation in the past month. Intel declined by 4.09% as its poor performance more »

  • Singaporean Semiconductor Stock For Sale!

    By Ryan Palmer - July 31, 2013 | Tickers: ASMI, INTC, KLIC

    Buying stocks that are trading at a level below, or slightly above, tangible book value almost always works out better than purchasing companies selling far above physical asset value. When buying a business, usually, you can be fairly certain you are getting a good price when you do not pay much more than the tangible value of its assets.

    I am going to be taking a look at three semiconductor more »

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