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Cramer's Mad Money - Semiconductors Are Not Cyclical (2/8/10) (US Market Commentary from Seeking Alpha) - 06:28 ET Feb 09, 2010

Stocks discussed on the in depth session of Jim Cramer's Mad Money TV Program, . Philadelphia Semiconductor Index ( SOX ), Intel ( INTC ), Xilinx ( XLNX ), Marvell Technology Group ( MRVL ), Cypress Semiconductor ( CY ), Broadcom ( BRCM ), Avnet ( AVT ), Altera ( ALTR ), Texas Instruments ( TXN ), Cisco Systems ( CSCO ) Cramer says investors have to change the way they think about semiconductors Until recently, these stocks have been considered to be cyclical stocks, dependent on outside factors such as the health of global economies However, Cramer believes semis are a secular story and are more stable than The Street thinks 
Jim Cramer
Jim Cramer
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Stocks discussed on the in depth session of <span class="analyst">Jim Cramer</span>'s Mad Money TV Program, . Philadelphia Semiconductor Index ( SOX ), Intel ( <span class="company">INTC</span> ), Xilinx ( XLNX ), Marvell Technology Group ( MRVL ), Cypress Semiconductor ( CY ), Broadcom ( BRCM ), Avnet ( AVT ), Altera ( ALTR ), Texas Instruments ( TXN ), Cisco Systems ( CSCO ) Tweet this 

10th Person in Galleon Insider Case Pleads Guilty (New York Times - DealBook) - 15:17 ET Feb 08, 2010

A former executive of Intel became the 10th person to plead guilty in the Galleon Group insider trading case after admitting in court on Monday afternoon that he had passed confidential corporate information to Galleon's founder, Raj Rajaratnam . Throughout 2007, the executive, Rajiv Goel, provided Mr Rajaratnam with details of Intel's quarterly earnings before they were publicly released He also tipped Galleon's founder about a pending joint venture between the Sprint Nextel , a deal that Intel planned to invest $1 billion in 
 
Share:  A former executive of <span class="company">Intel</span> became the 10th person to plead guilty in the Galleon Group insider trading case after admitting in court on Monday afternoon that he had passed confidential corporate information to Galleon's founder, Raj Rajaratnam . Tweet this 

Intel unveils Itanium 9300, highlights next-gen computing for enterprise (Between the Lines) - 13:46 ET Feb 08, 2010

Intel unveils Itanium 9300, highlights next gen computing for enterprise Intel today highlighted another Moore's Law update in computing power, unveiling the Intanium 9300 processor , which had been codenamed "Tukwila" , touting its increased performance, scalability and reliability for enterprise level computing The announcement, which was delivered with partner HP standing on stage with Intel, comes as the server wars heat up today This morning, IBM kicked things off with a rollout of its latest Power 7 systems, which are designed to power everything from smart grids to analytics 
 
Share:  <span class="company">Intel</span> unveils Itanium 9300, highlights next gen computing for enterprise <span class="company">Intel</span> today highlighted another Moore's Law update in computing power, unveiling the Intanium 9300 processor , which had been codenamed "Tukwila" , touting its increased performance, scalability and reliability for enterprise level computing Tweet this 

Analyst upgrades Amazon.com on belief that investors underestimate Kindle's ... (Gaea Times (blog)) - Feb 08, 2010

Chevron Corp, down $168 at $6140 The oil company said its second quarter results will likely be much lower than last year as refining margins tumbled in the US th, 2010 SanDisk shares rise after Caris upgradeNEW YORK — Shares of SanDisk Corp rose Wednesday after a Caris & Co th, 2009 Analyst says Intel 2010 prospects 'look good'NEW YORK — A Raymond James analyst said Tuesday that Intel Corp's prospects for 2010 "look good," and kept an "Outperform" rating on the chip maker 
 
Share:  Chevron Corp, down $168 at $6140 The oil company said its second quarter results will likely be much lower than last year as refining margins tumbled in the US th, 2010 SanDisk shares rise after Caris upgradeNEW YORK — Shares of SanDisk Corp rose Wednesday after a Caris & Co th, 2009 Analyst says <span class="company">Intel</span> 2010 prospects 'look good'NEW YORK — A <span class="analyst">Raymond James</span> analyst said Tuesday that <span class="company">Intel</span> Corp's prospects for 2010 "look good," and kept an "Outperform" rating on the chip maker Tweet this 

Q4 2009 Intel Corporation Earnings Conference Call (Thomson Street Events) - Jan 14, 2010

Kevin Sellers Intel Corporation - VP of IR Paul Otellini Intel Corporation - President, CEO Stacy Smith Intel Corporation - VP, CFO 
 
Share:  ...Kevin Sellers Intel Corporation - VP of IR Paul Otellini Intel Corporation - President, CEO Stacy Smith Intel Corporation - VP, CFO... Tweet this 

Customer Service Social Media: Social Media Works for B2B Businesses like Intel (Forrester Blog - Business Process & Applications) - Feb 08, 2010

Many people know Intel by their catch tune, "Inside Intel" And what's inside are the most amazing microprocessors that allow us to do great things back 25 years ago people could only imagine Key to having been an innovator is always innovating 
Natalie Petouhoff
Natalie Petouhoff
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Many people know <span class="company">Intel</span> by their catch tune, "Inside <span class="company">Intel</span>" And what's inside are the most amazing microprocessors that allow us to do great things back 25 years ago people could only imagine Tweet this 

Apple ‘A4’ chip spells trouble for Intel’s mobile push (Mac Daily News) - Feb 04, 2010

"'They (Intel) don't have a track record in delivering these types of chips,' said Wedbush Morgan analyst Patrick Wang 
Patrick Wang
Patrick Wang
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "'They (<span class="company">Intel</span>) don't have a track record in delivering these types of chips,' said Wedbush Morgan analyst <span class="analyst">Patrick Wang</span> Tweet this 

Earnings roundup: What analysts said (EETimes.com) - Feb 04, 2010

Additionally, we believe Applied's recent mishap in Korea could benefit Novellus, which is aggressively targeting that region to grow its share'' CJ Muse, an analyst with Barclays Capital, said: ''For March quarter, (Novellus) management guided to a 10 25 percent uptick in bookings to the $283 $322 million range, which, our checks suggest, has a customer profile comprising Intel, Samsung, a bit of Hynix and TSMC, a bit of UMC, and some Nanya, Inotera orders'' 
 
Share:  Additionally, we believe Applied's recent mishap in Korea could benefit Novellus, which is aggressively targeting that region to grow its share'' CJ Muse, an analyst with Barclays Capital, said: ''For March quarter, (Novellus) management guided to a 10 25 percent uptick in bookings to the $283 $322 million range, which, our checks suggest, has a customer profile comprising <span class="company">Intel</span>, Samsung, a bit of Hynix and TSMC, a bit of UMC, and some Nanya, Inotera orders'' Tweet this 

Intel’s vPro platform gets big security upgrade (IT World Canada) - Feb 04, 2010

If the computer is ever recovered, the process of reactivating has been simplified, he added Another security related feature is Intel's Keyboard Video Mouse Remote Control (KVM Remote Control), which is available with dual core Intel Core i5 and i7 vPro processors This feature will allow IT administrators to get a full view of a users' machine while they remotely troubleshoot a problem, said Brian Tucker, director of marketing for Intel's business client platform The vPro platform will also allow IT managers to access a users' hard drive whether the PC is on or off Stephen Kleynhans, a Toronto area research analyst covering end user computing environments for Gartner Inc, said Intel's upgrade is taking vPro in the right direction — one in which Kleynhans himself has pushed the company to move toward 
Stephen Kleynhans
Stephen Kleynhans
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  <span class="analyst">Stephen Kleynhans</span>, a Toronto area research analyst covering end user computing environments for Gartner Inc, said <span class="company">Intel</span>'s upgrade is taking vPro in the right direction — one in which Kleynhans himself has pushed the company to move toward Tweet this 

What Apple's A4 iPad Chip Means for Intel (Channel Insider) - Feb 04, 2010

"They (Intel) don't have a track record in delivering these types of chips," said Wedbush Morgan analyst Patrick Wang 
Patrick Wang
Patrick Wang
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "They (<span class="company">Intel</span>) don't have a track record in delivering these types of chips," said Wedbush Morgan analyst <span class="analyst">Patrick Wang</span> Tweet this 

In fiscal 2009 the company had overall revenue of $345 billion But just as Apple shunned Intel for the iPad, most tablet and smartphone manufacturers have chosen to build products containing ARM based products "For Intel, there's an implication that there's a lot of the computing world you don't need an x86 for," said Auriga analyst Daniel Berenbaum 
Daniel Berenbaum
Daniel Berenbaum
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "For <span class="company">Intel</span>, there's an implication that there's a lot of the computing world you don't need an x86 for," said Auriga analyst <span class="analyst">Daniel Berenbaum</span> Tweet this 

Apple's iPad: trouble for Intel's mobile push? (Reuters) - Feb 04, 2010

In fiscal 2009 the company had overall revenue of $345 billion But just as Apple shunned Intel for the iPad, most tablet and smartphone manufacturers have chosen to build products containing ARM based products "For Intel, there's an implication that there's a lot of the computing world you don't need an x86 for," said Auriga analyst Daniel Berenbaum 
Daniel Berenbaum
Daniel Berenbaum
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "For <span class="company">Intel</span>, there's an implication that there's a lot of the computing world you don't need an x86 for," said Auriga analyst <span class="analyst">Daniel Berenbaum</span> Tweet this 

"They (Intel) don't have a track record in delivering these types of chips," said Wedbush Morgan analyst Patrick Wang 
Patrick Wang
Patrick Wang
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "They (<span class="company">Intel</span>) don't have a track record in delivering these types of chips," said Wedbush Morgan analyst <span class="analyst">Patrick Wang</span> Tweet this 

Apple`s iPad: Trouble for Intel`s mobile push? (Moneycontrol.com) - Feb 04, 2010

"They (Intel) don't have a track record in delivering these types of chips," said Wedbush Morgan analyst Patrick Wang 
Patrick Wang
Patrick Wang
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "They (<span class="company">Intel</span>) don't have a track record in delivering these types of chips," said Wedbush Morgan analyst <span class="analyst">Patrick Wang</span> Tweet this 

In fiscal 2009 the company had overall revenue of USD 345 billion But just as Apple shunned Intel for the iPad, most tablet and smartphone manufacturers have chosen to build products containing ARM based products "For Intel, there's an implication that there's a lot of the computing world you don't need an x86 for," said Auriga analyst Daniel Berenbaum 
Daniel Berenbaum
Daniel Berenbaum
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "For <span class="company">Intel</span>, there's an implication that there's a lot of the computing world you don't need an x86 for," said Auriga analyst <span class="analyst">Daniel Berenbaum</span> Tweet this 

Winners and losers in Intel (NASDAQ: INTC) option strategies (ONN.tv) - Feb 02, 2010

Mad About Options takes a look at the stocks getting coverage from Jim Cramer, Fast Money casts and other heavy hitters in the financial press and reviews strategies option traders might have used if they agree or disagree with these assessments of the underlying stocks The Pick – Intel Corp (NASDAQ: INTC ) 
Jim Cramer
Jim Cramer
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Mad About Options takes a look at the stocks getting coverage from <span class="analyst">Jim Cramer</span>, Fast Money casts and other heavy hitters in the financial press and reviews strategies option traders might have used if they agree or disagree with these assessments of the underlying stocks Tweet this 

Brisk Windows 7 Sales Boost Microsoft Profits (Channel Insider) - Feb 01, 2010

Expectations were heightened ever the last few weeks, given Q4 PC shipments and good numbers from Intel," said Andy Miedler, analyst at Edward Jones 
Andy Miedler
Andy Miedler
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Expectations were heightened ever the last few weeks, given Q4 PC shipments and good numbers from <span class="company">Intel</span>," said <span class="analyst">Andy Miedler</span>, analyst at Edward Jones Tweet this 

Intel, Micron intro 25-nm NAND (EDN News Center) - Feb 01, 2010

For consumer electronics manufacturers, the device provides density in a single 2 bits per cell MLC (multi level cell) die that will fit an industry standard, TSOP (thin small outline package) Intel and Micron were quick to point out that they have doubled NAND density roughly every 18 months IMFT moved on a 50 nm process in summer 2006, followed by a 34 nm process in spring 2008, and now followed by today's winter 2010 25 nm process announcement Other leading NAND makers have recently announced memory processes ranging from 32 nm to 26 nm "At a die size of 167 mm sq a 300 mm fab should be able to manufacture just over 400 die per wafer," Jim Handy, an analyst with Objective Analysis, reported 
Jim Handy
Jim Handy
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  "At a die size of 167 mm sq a 300 mm fab should be able to manufacture just over 400 die per wafer," <span class="analyst">Jim Handy</span>, an analyst with Objective Analysis, reported Tweet this 

Microsoft profits up on strong Windows 7 sales (Business Day - World) - Jan 31, 2010

Expectations were heightened ever the last few weeks, given Q4 PC shipments and good numbers from Intel," said Andy Miedler, analyst at Edward Jones 
Andy Miedler
Andy Miedler
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Expectations were heightened ever the last few weeks, given Q4 PC shipments and good numbers from <span class="company">Intel</span>," said <span class="analyst">Andy Miedler</span>, analyst at Edward Jones Tweet this 

Why New App Stores are Embracing Open Development (Mashable) - Jan 29, 2010

Now, three billion downloads later, technology titans like Intel and Ford are attempting to strike pay dirt with their own app storesWhile Apple's 100,000 strong App Store is the unquestioned champion of the software colosseum, it became clear in interviews that the directors of new stores were taking a distinctly different approach to development While Apple has been widely criticized for what was perceived as a lengthy and secretive review process, three stores in particular — Twitter's OneForty, Intel's AppUp, and Ford's Sync Open API — each embody a more laissez faire approach to the app marketplaceFaith in Community: One FortyFor Laura Fitton, founder of the Twitter app store OneForty, an open development approach is based in an unabashed belief in transparent community 
 
Share:  Now, three billion downloads later, technology titans like <span class="company">Intel</span> and Ford are attempting to strike pay dirt with their own app storesWhile Tweet this 

Microsoft sees 60% jump in earnings (Shanghai Daily (business)) - Jan 29, 2010

Expectations were heightened the last few weeks, given Q4 PC shipments and good numbers from Intel," said Andy Miedler, analyst at Edward Jones 
Andy Miedler
Andy Miedler
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Expectations were heightened the last few weeks, given Q4 PC shipments and good numbers from <span class="company">Intel</span>," said <span class="analyst">Andy Miedler</span>, analyst at Edward Jones Tweet this 

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