TriQuint Semiconductor (TQNT) previously lost Apple’s (AAPL) business and is now back in iPhone 4S. However the stock is being over hyped by those who do not understand the technology. One of the TriQuint Semiconductor chips in iPhone is a very low value chip. We caution
Kinder Morgan (KMI) will create the largest natural-gas pipeline system in the U.S. by buying El Paso Corp(EP) in a $38 billion cash, stock and warrant deal that includes $17 billion in debt. The agreement values El Paso at $26.87 a share. We recently bought El Paso at $17.50. It
The stocks covered in this story are AAPL, ARMH, AVGO, OVTI, QCOM, SNE, SWKS, TOSBF.PK, TQNT. Apple (AAPL) has now become one of the largest users of semiconductors. Every time Apple introduces a new product, it pays to understand its impact on semiconductor manufacturers. In the past, such analysis
Exited Omnivision (OVTI ) at $16.88 on reports that Sony (SNE) image sensor is in Apple (AAPL) iPhone 4S. If and when all six screens of the ZYX Change Method are satisfied, we will issue a buy signal on the Real Time Feed of the ZYX Buy Change
Wal-Mart (WMT) today painted a bullish story for analysts gathered near its headquarters in Arkansas. Wal-Mart will launch new apps for Apple (AAPL) iPad and iPhone. Wal-Mart is testing its smaller Wal-Mart express format. Wal-Mart stock is up strongly. We recommend caution on buying Wal-Mart at
Sprint Nextel (S ) received an upgrade from a bold analyst at FBR. This upgrade on Sprint is extraordinary because the rest of Wall Street has in unison downgraded Sprint. We tend to agree with the bullish analyst on Sprint. If and when six screens of the ZYX
Apple (AAPL) is hoping for a jump on the competition with Siri. Siri is the virtual voice assistant built into Apple iPhone 4S. First reviews of Siri from Apple are extremely positive. We will be making our own evaluation of Apple Siri in the very near future.
With the passing of Steve Jobs, investors in Apple (AAPL) need an early warning signal to know if Apple stock will go to $1,000 or $100 in the future. This article is the first in a series titled ‘œThe Future of Apple,’ designed to help investors gain appropriate insights and
Hewlett-Packard (HPQ ) has moved up on the news that the company may not separate its PC business. We are taking advantage of this opportunity to lighten up by partially exiting a 10% tranche of Hewlett-Packard at $26.10. This exit is in accordance with the ZYX Change Method
We continue to see the spectrum owned by Clearwire Corporation (CLWR) as very valuable. Our thesis has been that mobile devices will continue to proliferate requiring more and more spectrum. Sooner or later, a bigger firm requiring spectrum will turn to Clearwire. Sprint (S) owns