4 posts and columns on Auriga USA

Voices

AMD Riding Intel's Coattails, but Will It Last?

in News on April 14, 2010 at 3:20 pm PT

Shares of Advanced Micro Devices are up with much of the chip sector today, as investors look for ways to play Intel’s strong results. AMD is scheduled to report its first-quarter Thursday after the close. Auriga USA analyst Daniel Berenbaum, though, is holding onto a Sell rating and $6 price target. He cautions investors about making assumptions about broader chip strength.

Voices

Intel: Auriga Turns Bullish; Says Sells Linear, Analog Devices

in News on February 16, 2010 at 11:55 am PT

Auriga USA chip analyst Daniel Berenbaum this morning upped his rating on Intel to Buy from Hold, increasing his price target to $24, from $20. “We recognize that INTC still faces significant headwinds,” including peaking revenue comps and gross margin, competition from ARM-based offerings in the mobility sector and a still-shaky macro environment, he writes.

Voices

Warning to PC Refresh Cycle Believers: Average PC Not as Old as You Think

in News on October 1, 2009 at 2:28 pm PT

One of the tech sector’s great hopes is that sometime in 2010, there will be a major PC refresh cycle, driven in part by by the arrival of Microsoft Windows 7, new Intel processors but even more by the general perception that the installed base of PCs is rapidly aging. The conventional wisdom is that the average PC is about five years old.

Voices

AT&T Buy Vonage? Get Serious.

in News on September 2, 2009 at 1:20 pm PT

In the latest, weirdest twist to the crazy trading in Vonage, there apparently are rumors that the company could be acquired by AT&T. That just might be the dumbest rumor I’ve ever heard. For starters, AT&T a few years ago started its own voice over IP service called CallVantage–but quietly shut down the service earlier this year.