QCOM

APPLE DIPS BELOW $500 ON OLD NEWS $AAPL $QCOM $CRUS $AVGO $BRCM

Apple’s stock fell below $500 in the premarket as both The Wall Street Journal and Japan’s Nikkei reported that Apple had cut orders for screens and other parts for the iPhone 5. According to Nikkei, Apple has asked Japan Display, Inc., Sharp Corp, and LG Display to cut the orders

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GOOGLE NEXUS PRICED TO BITE INTO APPLE’S LOW END $AAPL $GOOG $MSFT $QCOM

In the middle of the news surrounding hurricane Sandy, the big news from Google (GOOG) seems to have been lost.  With the introduction of Nexus 4, Google has pulled off a big price coup. An unlocked version of Nexus 4 is priced at $299, a remarkably low price for a phone of

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5 RULES TO HEED AHEAD OF APPLE’S REPORT

Apple /quotes/zigman/68270/quotes/nls/aapl AAPL -0.15% reports earnings on April 24 after the close. The consensus estimate is $10.05 for earnings and $36.73 billion for revenues. Of course, as usual, the breakdown of numbers by product category will drive the price of the Apple stock. Apple stock price has lately been very

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NEW APPLE IPAD SEMICONDUCTOR INVESTMENT PLAYS

Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components inside. This time the winner is iFixit. iFixit reports the following components inside the new

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APPLE IPHONE 4S PRESENTS OPPORTUNITIES IN 8 SEMICONDUCTOR STOCKS (ARMH), (AVGO), (OVTI), (QCOM), (SNE), (SWKS), (TOSBF.PK), (TQNT),

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

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ASIA CHECKS: NVIDIA (NVDA), MARVELL (MRVL), QUALCOM (QCOM), LSI (LSI), BROADCOM (BRCM), ALTERA (ALTR), SILICON LAB (SLAB), AND TEXAS INSTRUMENTS (TXN)

FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI).   The data is most negative for Nvidia (NVDA).   The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN).

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NVIDIA (NVDA) LEFT OUT OF GOOGLE (GOOG) PHONE –QUALCOM (QCOM) WINS

There are  reports the next Google (GOOG) phone will not contain Nvidia (NVDA) chip.   It appears that Google is planning to use a chip from Qualcom (QCOM) instead of a chip from Nvidia.   This appears to be the reason for break of the support at $17.00 of Nvidia.

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QUALCOMM (QCOM) SNAPDRAGON WILL ALLOW INSTANT STREAMING FRON NETFLIX (NFLX)

Image via Wikipedia Our long term readers know that we have been a fan of QUALCOMM (QCOM) snapdragon line of processors.  An upcoming version will allow direct streaming from Netflix (NFLX) to mobile devices. At present, Netflix content can be downloaded, but not streamed, to mobile devices. This development also

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