Seeking Alpha: A Beat's A Beat, But Brocade Still Needs More Growth

Tuesday night had to be satisfying for Brocade ( BRCD ) shareholders. The stock has been strong over the past three months (up almost 40%...

Investopedia: Nvidia's Core May Be Strong, But Tegra Is Getting Expensive

Nvidia (Nasdaq: NVDA ) generates a healthy amount of free cash flow and has maintained a strong GPU business despite but the pressures in ...

Investopedia: Qualcomm Delivers, But Clouds Are Building On The Horizon

Leading wireless chip company Qualcomm (Nasdaq: QCOM ) delivered a pretty good set of results for its fiscal third quarter, but that stan...

Investopedia: The AMD Story Sounds Very Familiar

There is a group of tech companies out there whose greatest accomplishment is simply staying in business over the span of decades. Advanced...

Investopedia: Concerns About Near-Term Results Only The Appetizer For Intel

Wall Street is infamously myopic with companies and stocks, and that obsession about the next quarter seems even sillier in the case of a ...

Investopedia: So Long, Spreadtrum

Spreadtrum 's (Nasdaq: SPRD ) time as a publicly-traded semiconductor company wasn't all that long, and it certainly wasn't al...

Investopedia: Reports Of TSMC's Imminent Demise May Be Greatly Exaggerated

There's really no such thing as “steady state” in the semiconductor industry, and fab operator Taiwan Semiconductor (NYSE: TSM ) (aka ...

Investopedia: Symantec Fixing What Was Never Too Badly Broken

If you're going to repair and turn around a business, it certainly helps to start with one that wasn't too badly broken to start of...

Investopedia: The Craziness Is Well Underway Again At Micron

As someone who has almost always had a semiconductor stock in his portfolio, I can tell you that you have to a have a loose screw or two t...

Seeking Alpha: Microsemi Offers Underrated Potential

Much as I may complain about Microsemi ( MSCC ) being a frustrating stock to own, not a lot of that frustration has to do with management...

Investopedia: A Summer Window Of Opportunity For Altera

With chip companies in the analog (like Analog Devices (NYSE: ADI ), wireless (like Broadcom (Nasdaq: BRCM ), and other spaces reporting r...

Investopedia: Ultratech Knocked Back, Not Knocked Out

For all of the times I lament stocks that got away, I've been lucky enough over the years to benefit from second chances as well. Semic...

Investopedia: Strategically-Challenged Websense Gets A Fair Deal

For a company that has been struggling with a multi-year identity crisis, Websense (Nasdaq: WBSN ) got a pretty good deal Monday morning. ...

Investopedia: Nvidia Still Too Cheap And Still Very Controversial

At the risk of sounding like a Dos Equis commercial, I don't always write about Nvidia (Nasdaq: NVDA ), but when I do, I'm usually...

Investopedia: Broadcom Has To Play Offense And Defense

Once a darling of the floundering chip space, smartphone chip stocks have had a rather rough time of it over the past year or so. Avago (N...

Investopedia: Are Market Factors Pushing Qualcomm Into The Penalty Box?

Financial writers often talk about overlooked or obscure stocks as though it's a bad thing to operate outside of the 24-7 glare of Wall...

Investopedia: Intel - A Bond's Downside And A Stock's Upside?

Intel (Nasdaq: INTC ) still has a long road ahead of it to regain the love of tech investors who believe that the core PC market is in pe...