Apple’s Samsung Order May Benefit SanDisk

Yesterday, SanDisk Corporation (NASDAQ:SNDK), a leading flash storage cards supplier, reported disappointing second quarter results that yet again missed analyst estimates. Results were driven by falling NAND flash prices and oversupply despite increasing demand. There are reports that Apple might change this situation with the huge demand for 3G iPhones and its ripple effect. >>>

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Still Bullish on Nokia

On July 17, Nokia Corporation (NOK) posted strong Q2 results that topped analyst estimates, driven by 21% growth in mobile device sales to 122 million units, an average of 1.35 million units per day. In the converged mobile device section, sales grew 10% to 15.3 million units, much more than the iPhone’s target for the year. >>>

SunPower Beaten up to Buying Opportunity Levels

SunPower (SPWR) continued to outperform market expectations in their recently announced Q2 earnings release. >>>

Microsoft Unencouraging

Microsoft (MSFT) announced their Q4 results yesterday, ending the year with $60.4 billion in revenues – 18% growth for the year even in the current economic conditions. >>>

Polycom Benefits From Rising Travel Costs

Last week, Polycom, a leading telepresence and video conferencing solutions provider, featured in my list of Seven Tech Stocks For Long-Term Hold. It also featured in my Forbes column last month, Kill The Business Trip. >>>

eBay Still Hazy

Yesterday eBay reported a third consecutive flat quarter with Q2 revenues of $2.2 billion, an increase of 20% over the year. The Street was expecting similar revenues, so no surprises. >>>

Intel Shines Even Without iPhone

Yesterday, Intel Corporation (INTC) reported strong second quarter results that beat analyst estimates. Performance was driven by strong demand in the microprocessor and chipset businesses. Revenue grew 9% y-o-y and declined 2% q-o-q to $9.5 billion. Net income was up 25% y-o-y and 11% q-o-q to $1.6 billion with EPS of $0.28. Analysts had estimated EPS of $0.26 on sales of $9.33 billion. >>>

Novellus Sticks to Its Knittings

Yesterday Novellus Systems (NVLS), another leading semiconductor equipment manufacturer for thin film deposition, surface preparation, and chemical mechanical planarization, announced their Q2 results. >>>

Applied Materials Seeks Expansion into Solar

Continuing my discussion on the semiconductor manufacturing equipment sector, here is my analysis of Applied Materials (AMAT), the largest supplier of tools for making microchips. >>>

KLA-Tencor and the Fate of the Semiconductor Capital Equipment Sector

KLA-Tencor (KLAC) is the world leader in yield management and process control solutions for semiconductor manufacturing and related industries. We have been discussing the changes and consolidation attempts in the EDA and ATE industries so far, both in the semiconductor infrastructure category. Another industry that suffers some of their conditions is the semiconductor manufacturing equipment sector. >>>