4 posts and columns on Avi Cohen

Is The Street Too Cautious on 2010 PC Sales?

in News on December 29, 2009 at 8:49 am PT

It looks like 2010 could be an impressive rebound year for the PC sector–and in particular the disk-drive, processor and memory chip companies that provide key parts. In fact, as Avian Securites research chief Avi Cohen asserts in a note this morning, mainstream forecasts for PC unit growth in 2010 could be too low.

Is Stimulus Plan Slowing Spending on Telco Gear?

in News on April 16, 2009 at 1:12 pm PT

Spending on telecommunications equipment has apparently slowed down in anticipation of pending details on a piece of the government stimulus that will provide incentives for building out the nation’s broadband network, according to Avi Cohen, head of research at Avian Securities.

Semi: No Sign of End Market Improvement, Avian Says

in News on March 18, 2009 at 1:32 pm PT

So, did you buy a PC this week? How about a cellphone? A printer? A switch? Probably not. And that could be a problem. The higher the current rally takes the semiconductor stocks–the SMH, the Semiconductor HOLDRS, is up 18.5 percent over the last seven sessions–the more you can expect the Street to dig into the question of whether there has been any real change in demand beyond inventory restocking.

AMD: Avian Securities Repeats "Hate" Rating

in News on June 12, 2008 at 11:00 am PT

Well, here’s a pretty unambiguous stock opinion for you. Avian Securities analyst Avi Cohen issued a note today headlined “We Still Hate AMD.” Cohen notes that Advanced Micro Devices (AMD) shares have been up in recent weeks on positive news flow about better performance and more competitive product offerings from its ATI division as well as some analyst comments suggesting possible share gains in servers and notebooks due to product delays at Intel.