$MSFT – Web 2.Oh?!
Earlier today I offered some initial thoughts on Microsoft’s (MSFT) $26.2 billion cash bid for LinedkIn (LNKD), ($MSFT gets $LNKD). In a nutshell, my view is this deal is just another attempt, in a...
View ArticleBig Printin’– Intel (INTC) Upside Calls
Shares of Intel (INTC) made a new 52 week high last week following the companies positive pre-announcement for their current quarter: The company now expects third-quarter revenue to be $15.6 billion,...
View ArticleWestern Digital (WDC) – Disk Driving
Earlier this year, hard disk drive maker Western Digital (WDC) closed its $16 billion acquisition for nand flash storage maker Sandisk. The date of the deal closing was May 16th, a three and a half...
View ArticleMicrosoft (MSFT) Window of Opportunity?
The biggest news in tech this week was merely rumor, that Qualcomm (QCOM) is in talks to pay $30 billion for NXP Semiconductor (NXPI), a company which just last year spent $12 billion to buy Freescale...
View ArticleInside Intel (INTC) Q3 Earnings
Event: Intel (INTC) reports Q3 results after the close. The options market is implying about 3.25% one day post earnings move which is shy of the 4 quarter average one day post earnings move of 4.2%,...
View ArticleMorningWord 10/19/16: Street Cred
At this time yesterday I considered the reasons why shares of Netflix (NFLX) were up nearly 20% in the pre-market following better than expected Q3 subscriber results (here). Clearly investors were not...
View ArticleMorningWord 1/10/17: Inside Intel (INTC)
Semiconductor stocks were one of the best performing sub-sectors in the S&P 500 (SPX) in 2017. The semiconductor etf SMH was up 37%. Compare that to the Nasdaq Composite, up only 7.5% and the SPX ...
View ArticleHigh in the Skyworks (SWKS)
Event: Wireless semiconductor company Skyworks Solutions (SWKS) is scheduled to report fQ1 results tomorrow after the close. The options market is implying about a 5% one day post earnings move which...
View ArticleMessin’ With Texas Instruments (TXN)
Event: Texas Instruments (TXN) reports Q4 results tonight after the close. The options market is implying a little less than a 3.5% one day post earnings move, which is a little rich of the 4 qtr...
View ArticleMorningWord 5/23/16: Patent Tending
In a recent issue, the Barron’s Tech column claimed that The Internet of Things Is a Dead End for Now and the formerly promising buzz-phrase has so far become nothing more than a: jumble of ...
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