Toshiba Corp (USA)

  • Do Hard Drives Belong in Your Portfolio?

    By Ryan Palmer - July 26, 2013 | Tickers: STX, TOSBF, WDC

    Modern hard drives have been around since the 1980's. The hard drive industry as it exists today has three dominant players: Seagate (NASDAQ: STX), Western Digital (NASDAQ: WDC) and Toshiba (NASDAQOTH: TOSBF)

    If you live in America, for the past few years you've probably noticed the rise of smartphones and tablets. This rise has coincided with a decline in sales of personal computers. Those who are bearish on more »

  • Bigger TVs Won't Revive The Collapsing TV Market – Not For Long

    By Criag Adeyanju - June 26, 2013 | Tickers: PCRFY, SSNLF, SNE, TOSBF

    While whole world is going "smart" – which I'm not so positive about – in term of our choice of gadgets, the TV market believes going "un-smart", at least in terms of size, is what it needs to ramp up sales again. Technology consultancy IHS found that sales of LCD TV in the US dropped 3% in 2012 and a further 11% drop during the first quarter of this year. In more »

  • Industry Consolidation Calls for DRAM Price Appreciation

    By Red Chip - June 6, 2013 | Tickers: MU, SSNLF, TOSBF

    Investors who are following the DRAM industry must be aware of the depression in prices, which have had a harsh effect on DRAM manufacturers. This decline in prices was due to the sluggish PC market. In the DRAM industry, Samsung (NASDAQOTH: SSNLF), Toshiba (NASDAQOTH: TOSBF) and Micron Technology (NASDAQ: MU) are the key manufacturers.
     
    In May, double data rate 2 (DDR2) memory prices dropped down below $2, while the manufacturing more »
  • This Healthcare Unit Is Attracting Attention From Big-Name Bidders

    By Mike Thiessen - June 6, 2013 | Tickers: KKR, PCRFY, TOSBF

    The recent announcement that beleaguered electronics manufacturer Panasonic (NASDAQOTH: PCRFY) would solicit bids for its non-core healthcare business has cheered investors and spurred renewed interest in the company's stock. Although a final timeline for the division's sale has not yet been established, it was recently announced that the preliminary round of bidding had closed. Panasonic is expected to conduct a follow-up bidding round next month.

    Although interest in more »

  • These Hard Disk Makers Are Still a Bargain

    By Daniel James - June 5, 2013 | Tickers: STX, TOSBF, WDC

    The decline in PC sales as a result of the rapid rise of devices such as tablets has not only hurt the stock price of PC manufacturers, but also producers of PC components and peripherals. Although hard disk makers have rallied enormously over the last year, two of them are still trading at extremely low multiples. With earnings on the rise, and strong momentum for these stocks, Western Digital (NASDAQ: WDCmore »)

  • A Joint Venture That Will Rule the NAND Industry

    By Piyush Arora - May 31, 2013 | Tickers: MU, SSNLF, SNDK, TOSBF

    This year’s Consumer Electronics Show (CES 2013) did more than just pump up the adrenaline levels of geeks. Qualcomm’s latest Snapdragon 800 and NVIDIA’s Tegra 4 chips are not only blazing fast, but have also unfolded growth prospects for the hard drive industry. These chips are capable of recording and rendering 4k content, which would naturally pump up the data storage requirements with their gradual adoption.

    Good more »

  • A Chipmaker That's About to Pop

    By Piyush Arora - May 13, 2013 | Tickers: MU, SSNLF, TOSBF

    Anybody who is following the DRAM (Dynamic Random Access Memory) industry must be aware of the recent crash in DRAM prices, which wreaked havoc on most DRAM manufacturers. The crash was a result of falling PC sales, while ultrabooks failed to grow at the expected rate.

    To counter the falling prices, DRAM manufacturers, including Toshiba (NASDAQOTH: TOSBF) and Samsung (NASDAQOTH: SSNLF), cut the production of their memory modules, which, coupled more »

  • Western Is Headed North, For Now

    By Victor Lai - April 22, 2013 | Tickers: STX, TOSBF, WDC

    Western Digital Corp's (NASDAQ: WDC) stock is up by about 18% over the past year, easily outperforming both the NASDAQ and S&P 500 -- they delivered 4% and 11%, respectively.  Will Western Digital continue its northbound ascent, or is it due for a tumble? 

    Overview 

    Western Digital is a $12 billion technology company based in the US.  It's one of the largest manufacturers of hard disk drives (HDD more »

  • This Company Is Primed for a Leap

    By Piyush Arora - February 28, 2013 | Tickers: MU, SSNLF, TOSBF

    Due to continued oversupply of DRAM (Dynamic Random Access Memory) modules and a 5% reduction in annual PC sales (in 2012), prices of 4GB DRAM modules had plunged to the $15 mark. As a result, manufacturers cut down on their production which created a strain on its supply, and eventually led to a price recovery. According to a recent report, DRAM module prices surged by 11% in January alone, and more »

  • Is it Time to Become Big in Japan?

    By Lior Cohen - February 15, 2013 | Tickers: SNE, TOSBF, TM

    Since the beginning of the year the "currencies wars" have taken another step forward. The recent developments are coming from Japan. The political change in Japan and the decisions of Bank of Japan in the past several months to take its monetary policy to the next level are among the contributing factors for the devaluation of the Japanese yen. This shift brings uncertainty to the region, but could also prove more »

  • Investing in the Future of Mobile Devices Part 2 - Components and Software

    By Siddharth Dalal - January 25, 2013 | Tickers: AAPL, BBRY, GOOG, LPL, MU, MSFT, NOK, SNDK, HXSCL.PK, TOSBF

    In Part 1, I covered a couple of device makers along with CPU and graphics chip makers. In Part 2, I'll cover software and the components that matter the most.

    After all nobody cares if they have a dual core or quad core or 1GHz or 1.5GHz processor other than geeks like me. What people care about is how cool the display looks and how easy is it more »

  • Apple’s Newest Suppliers-Should You Invest?

    By Karen Rogers - September 17, 2012 | Tickers: AAPL, MU, TOSBF

    With Samsung (SSNLF) being phased out of Apple’s (NASDAQ: AAPL) universe, a new crop of component suppliers has come on board.  Apple is the world’s leading chip buyer and these companies should be kept busy producing enough chips to meet the tech giant’s demands.  The financial health of the three companies Apple selected to replace Samsung is summarized in the following chart.

     

    Toshiba

    Elpida Memory

    SK Hynix more »

  • Profiting from the shift to Ultrabooks

    By Piyush Arora - August 28, 2012 | Tickers: OCZ, SNDK, STX, TOSBF, WDC

    The first thing that comes to my mind when I go to purchase any electronic gadget is, how many months before it becomes outdated. That’s the same business practice that perhaps, most businesses earn their revenues from. I purchased a laptop nearly a year ago, thinking that this choice might just turn out to be future proof. Yet here I am looking at the new range of ultrabooks, which more »

  • Mixed Earnings Review for The Shaw Group

    By Tyler Crowe - July 12, 2012 | Tickers: GEN, SHAW.DL, TOSBF

    It is no secret that 2011 was a mixed bag for the heavy construction industry.  While some saw the worst of times in 2010, several players in the industry had to take a long look in the mirror to determine an effective strategy back to profitability.  Today let us look at The Shaw Group (UNKNOWN: SHAW.DL), who just released its quarterly earnings report on Tuesday.

    Despite the 4.8% increase more »