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  • A 'Marvell'ous Future in Netbooks

    (Thu, 04 Dec 2008 06:34:46 -0500)

    On ‘mobile convergence market’ products such as notebook PCs and smart phones:

    Over the last year or so, we have witnessed the emergence of the net book market place. We see these devices as early examples of a larger trend, which offers Marvell a high-volume market opportunity.

    Users are not looking to run complex business applications on these new devices, but rather, they want a device to provide access to reach online content… e-mail, and… they want an entertainment device to watch videos, in fact maybe even HD videos, or...

  • Hedge Fund Tracking: Andreas Halvorsen's Viking Global, Q3 2008

    (Wed, 03 Dec 2008 05:49:49 -0500)

    Market Folly submits:

    This is the Third Quarter 2008 edition of our ongoing hedge fund tracking series. Before reading this update, make sure you check out the preface to the series we're doing on Hedge Fund 13F's here.

    Next up, we have Andreas Halvorsen's Viking Global. Andreas Halvorsen is one of the many 'Tiger Cub' fund managers we cover here on the blog. 'Tiger Cubs' are the progeny of legendary investor and hedge fund manager Julian Robertson of Tiger Management. Many of the critical members of Tiger started their own funds, and Halvorsen is no different. We've already...

  • Chip Makers Cut Production As Demand Falters

    (Tue, 02 Dec 2008 16:38:14 -0500)

    Eric Savitz (Barron's) submits:

    Semiconductor companies are planning sharp production cuts for both Q4 2008 and Q1 2009, according to a report today by Craig Berger, chip analyst at Friedman Billings Ramsey. He says that PC chip firms are seeing “significant production weakness,” as are communications IC producers - and that semiconductor companies are adjusting their own output accordingly.

    Here’s a rundown on Berger’s outlook for production in the next few quarters from key chip companies; what he’s measuring here are wafer starts, or a little more roughly, units:


    Complete Story »

  • The Cyber Monday Meltdown

    (Mon, 01 Dec 2008 18:35:25 -0500)

    Eric Savitz (Barron's) submits:

    The National Bureau of Economic Research, the official U.S. arbiter for declaring recessions, today announced that - surprise! - we’re in a recession, and have been since December 2007. I’m not sure who is actually surprised to hear that news; but nonetheless investors used that development and other fresh signs of economic trouble as a pretty good excuse to take some profits after a 5-session rally in which the Dow Jones Industrial Average and the Nasdaq Composite both rallied nearly 17%.

    Ergo,...

  • Hedge Fund Tracking: Bret Barakett's Tremblant Capital, Q3 2008

    (Fri, 28 Nov 2008 04:08:40 -0500)

    Market Folly submits:

    This is the Third Quarter 2008 edition of our ongoing hedge fund tracking series. Before reading this update, make sure you check out the preface to the series we're doing on Hedge Fund 13F's here.

    Next up, we have Bret Barakett's Tremblant Capital. If his last name sounds familiar, its because his brother, Timothy Barakett, manages fellow hedge fund Atticus Capital, whom we also track. Taken from its site, Tremblant Capital Group's objective is "to achieve superior risk adjust returns for our investors through our focused and disciplined investment process." Tremblant is a $4.1 billion hedge...

  • Tech Leads the Rally: Reason to Give Thanks, Or Dead-Turkey Bounce?

    (Wed, 26 Nov 2008 21:56:07 -0500)

    Eric Savitz (Barron's) submits:

    Well, now you have a reason to give thanks.

    The Nasdaq Composite today extended its winning streak to four sessions, with a rally of 67.37 points, or 4.6%, to 1,532.10. That lifted the four-day advance to nearly 216 points, or 16.4%. The Dow Jones Industrials over the same span are up 15.5%. Following up on yesterday’s news that the Fed is injecting $600 billion into Fannie Mae, Freddie Mac and other lenders to push down mortgage rates, the market today gained confidence that a bailout is...

  • Hedge Fund Tracking: Stephen Mandel's Lone Pine Capital, Q3 2008

    (Wed, 19 Nov 2008 14:09:06 -0500)

    Market Folly submits:

    (Note: Before reading this update, make sure you check out the preface to the series we're doing on Hedge Fund 13F's here).

    This is the Third Quarter 2008 edition of our ongoing hedge fund tracking series. We're aiming to cover 35 or so prominent funds this time around and we'll be releasing the 13f analysis of each individual fund here in the coming weeks. We've already covered Whitney Tilson's T2 Partners, Peter Thiel's Clarium Capital, and Bill Ackman's Pershing Square. Next up, we have Lone Pine Capital, managed by Stephen Mandel...

  • What Are Some of the Best Hedge Fund Managers Doing?

    (Wed, 19 Nov 2008 06:04:48 -0500)

    Keith Robison submits:

    It's 13F filing time again. Institutional money managers who oversee more than $100 million must report their holdings to the SEC each quarter in their 13F report. These reports can be used to analyze the position movements of the best fund managers in the industry. Sometimes they can even be used to figure out the manager’s current strategy, but keep in mind the funds that I am going to review are most likely hedged in some way. Also keep in mind that not every position held is shown in these filings and many of these funds have high turnover; so...

  • Tuesday Options Update: YHOO, HPQ, QCOM, F & HTX

    (Tue, 18 Nov 2008 12:17:35 -0500)

    Rebecca Engmann Darst co-authored this article.

    Yahoo! Inc. (YHOO) – Perhaps now that Jerry Yang has stepped aside as CEO of ailing Yahoo! we’re seeing the ‘yeehaw!’ effect in play. Investors bought shares in the second largest Internet search engine in hopes that the shift of management might spur fresh talks with Microsoft. Since Yahoo! under Yang has shed some $20 billion in market cap since those talks failed, investors are now prepared to bet that a new leader will present a more affable proposition to Microsoft. With shares 13.6% higher at $12.08 there is no shortage of optimists who believe...

  • Tech May Be a Wreck, But This Isn't 2001

    (Sun, 16 Nov 2008 13:57:00 -0500)

    ab analytical servicesAlan Brochstein, CFA submits:

    I have been negative on Tech as a sector relative to the market as a whole, but I am no longer so. I shared my reasons over a year ago (too early), arguing that the strong balance sheets and high exposure to international sales were masking high valuation and significant but under-appreciated exposure to the consumer.  I noted that recessions had never been kind to tech stocks and this one wouldn't likely be different. 

    2008 hasn't been kind...




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News for QUALCOMM, Inc. - Google Finance

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MarketWatch.com - All MarketWatch News - QCOM

MarketWatch, a leading publisher of business and financial news, offers users up-to-the minute news, investment tools, and subscription products.

MarketWatch.com - All MarketWatch News - QCOM
  • Movers & Shakers: Tuesday's biggest gaining and declining stocks

    (Tue, 02 Dec 2008 17:10:00 -0500)

    Stocks expected to move significantly in trading on Tuesday include the major industrial groups as well as Boeing, GE, Goldman Sachs, Monsanto, Palm, Sears Holdings, Titan Pharma, UAL, Walgreen and Zoltek.

  • Spansion wins round in Tessera patent case filed with ITC

    (Tue, 02 Dec 2008 04:06:32 -0500)

    TEL AVIV (MarketWatch) -- Spansion Inc., the Sunnyvale, Calif., provider of flash-memory solutions, said it won a round in a patent lawsuit filed with the International Trade Commission by Tessera Inc. An administrative law judge ruled that Spansion's flash-memory products do not infringe the patents of the San Jose, Calif., producer of miniaturization technology for the electronics industry. The ruling also favors other technology companies, including Qualcomm Inc. and Motorola Inc., Spansion said. The ruling is not the final word in the case: Spansion estimates the ITC should complete its investigation on April 3.

  • Telecom Stocks: Telecoms tumble as market does, too

    (Mon, 01 Dec 2008 15:19:00 -0500)

    WASHINGTON (MarketWatch) - Telecommunications stocks fell sharply in Monday trades along with the broader U.S. market, repeating a pattern that's been in effect since the end of the summer.

  • Telecom Stocks: Smaller phone stocks leads telecoms

    (Tue, 25 Nov 2008 10:26:00 -0500)

    Most telecommunications stocks on Tuesday rose for the third straight trading session, but gains were not as sharp. Smaller phone companies such as Embarq Corp. were the biggest gainers.

  • Embarq, smaller phone stocks are top telecoms

    (Tue, 25 Nov 2008 10:11:14 -0500)

    WASHINGTON (MarketWatch) - Most telecommunications stocks on Tuesday rose for the third straight trading session, but gains were not as sharp. Smaller phone companies such as Embarq Corp. were the biggest advancers. Embarq jumped almost 9% to lead the phone group, followed by Clearwire Corp. and CenturyTel Inc. . Larger phone companies such as AT&T Inc. and Verizon Communications Inc. rose about 3% each. In the equipment sector, Alcatel-Lucent was the top mover, up more than 6%. Qualcomm Inc. slipped 1%.

  • Telecom Stocks: Big and small telecoms rally sharply

    (Mon, 24 Nov 2008 10:55:00 -0500)

    WASHINGTON (MarketWatch) - The telecommunications sector advanced sharply along with the rest of the U.S. market after the federal government moved to shore up Citibank and President-Elect Barack Obama announced plans to stimulate the economy once he takes office.

  • Tech Stocks: Broad market surge as Qualcomm, Apple, IBM pace sector

    (Mon, 24 Nov 2008 20:32:00 -0500)

    U.S. technology stocks closed sharply higher amid a broad market upswing as investors cheered the announcement of a massive plan to prevent a collapse of Citigroup.

  • Telecom Stocks: AT&T, Verizon, Qualcomm eke gains

    (Thu, 20 Nov 2008 15:18:00 -0500)

    WASHINGTON (MarketWatch) - AT&T Inc., Verizon Communications Inc. and Qualcomm Inc. bucked the downward trend in the U.S. market and scraped together small gains in Thursday trades.

  • Therese Poletti's Tech Tales: Tech layoffs may have only just begun

    (Mon, 17 Nov 2008 21:24:00 -0500)

    Over the past two weeks, a stream of layoffs has roiled many technology companies, particularly in the semiconductor and hardware industries.

  • Telecom Stocks: Nokia, Nortel gain; Sprint, AT&T lower

    (Mon, 17 Nov 2008 13:51:00 -0500)

    WASHINGTON (MarketWatch) - In another turbulent session, some telecommunications stocks such as Nortel Networks Corp. shot higher, while others like Virgin Mobile USA. Inc. fell sharply.



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