Analysts After Intel's Home Run Quarter: Never Mind!

How did so many Wall Street analysts misjudge Intel’s results so badly ahead of yesterday’s earnings? Today some of them tried to explain themselves.

Oracle Wants a Chip Company? Which One?

Oracle may not have a five-year acquisition budget–or a one-year acquisition budget, for that matter–but if it did it would include a line item for a chip company or two. CEO Larry Ellison says the company’s acquisitive appetites these days are leaning toward silicon.
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Time to Take Profits in Chip Stocks?

You might want to take some money off the table in chip stocks. That’s the advice this morning from American Technology Research analyst Doug Freedman. He notes that of the 19 companies he follows, 14 have posted gains of 5% to 25% since he upgraded the sector on April 4.