Monthly Archives: February 2007

Sun’s Results solid, but KKR Convert Raises Questions Sun (SUNW) reported a solid 7% increase in revenue for its second quarter, citing good demand for its SPARC chip multithreading (CMT) servers and x64-based servers as well as the increased acceptance … Continue reading →

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Worth Chipping Away At: Good Risk-Reward Bet Buying Yahoo’s (YHOO) stock is a bet on Project Panama, its new advertising platform. If it succeeds, the stock goes up. If it fails, Terry Semel gets fired and the stock goes up. … Continue reading →

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Weak Results at TI; Waiting For New Product Ramp The handset market is maturing and Texas Instruments (TXN) results clearly showed this: 5% decline in semiconductor sales sequentially Wireless was the primary reason for the weakness, declining 10% sequentially. Handset … Continue reading →

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Lyondell’s Got it All: Earnings, Cash Flow and a Huge Refinery Lyondell Chemical (LYO) was mentioned twice as a stock to buy in this past weekend’s Barron’s roundtable, recommended by both Archie MacAllaster and John Neff. At $25, the stock … Continue reading →

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Dollar Weakness Is Not Necessarily Bad Bill Gross, of Pimco fame, joined the chorus of Warren Buffett and others saying the U.S. dollar is “doomed.” Gross made these comments in this weekend’s Barron’s Roundtable. Gross repeats the same comments as … Continue reading →

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Start Looking At Select Commodity Stocks TheFly blogged to avoid commodity stocks back in the spring. Our timing was quite good. However, a lot of these stocks have corrected significantly and they are beginning to represent good value. Pioneer Natural … Continue reading →

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Guidance Raised: A Sign Optical Is Coming Back JDS Uniphase (JDSU) raised its revenue guidance last night. The company had seen Q2 revenue of $332M-$352M and now sees revenue at $360M-$365M; consensus is for $343.29M. The company cited strong performance … Continue reading →

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Numbers Beat Expectation, But Are They Strong Enough To Drive Stock Higher? Apple (AAPL) reported very solid numbers last night. Revenue hit $7.1 billion, up from $5.7 billion last year, or a 24% increase. Apple beat the consensus estimate of … Continue reading →

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Consumer Vs. Business Consumer Has Been Driving Technology This Decade: Is It Time For A Change? Intel, last night in its conference call, said that the consumer will be driving the first ramp in demand for Microsoft’s Vista operating system. … Continue reading →

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Compelling Argument To Go Long Cotton Art Samberg, of Pequot Capital fame, provided a compelling argument to go long cotton in this weekend’s Barron’s investor round table. For you commodity traders out there, Samberg said go long the December ’07 … Continue reading →

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