12 posts and columns on gross margins

News Byte

AMD Cuts Guidance on Chipmaking Troubles

in Enterprise on September 28, 2011 at 1:58 pm PT

Chipmaker Advanced Micro Devices just reduced its outlook for the current quarter, saying it now expects sales to grow in the 4 to 6 percent range, down from prior guidance of 10 percent or more. Also, gross margins will be 44 to 45 percent, lower than previously forecast. AMD blamed manufacturing difficulties at its former fabrication arm, GlobalFoundries, for the reduced expectations. AMD stock was down almost 8 percent in after-hours trading.

Cisco Earnings Beat Estimates, but Only by a Little

in Enterprise on February 9, 2011 at 1:15 pm PT

Air pockets have been transformed into “a period of transition” for CEO John Chambers.

Intel Beats Earnings Expectations Despite Slower PC Market

in Enterprise on January 13, 2011 at 1:29 pm PT

Earnings were up a record 48 percent, while PC revenues were flat and data center sales grew.

Nokia: Losing the Smartphone War One Ugly Pink Handset at a Time

in Mobile on June 16, 2010 at 7:16 am PT

Earlier this year, Rick Simonson, outgoing head of Nokia’s mobile phone business, set an ambitious goal for the company: “By 2011…we will be at par with Apple and RIM in smartphones,” he said. “Not only [will] we draw level with them, we will also win the war.” Evidently, pulling that off has proven quite a bit more difficult than Simonson or Nokia imagined. Because this morning, the company slashed its second-quarter financial guidance.

HP’s Next Task: Triple Palm’s Revenue

in News on May 4, 2010 at 1:30 pm PT

With its acquisition of Palm, Hewlett-Packard gains a turnkey smartphone division, a venture with a slick smartphone operating system, deep mobile patent portfolio, talented R&D team, the beginnings of an app ecosystem and established carrier relationships. Not bad for the $1.2 billion HP paid for it, though the true cost of the acquisition is likely to run quite a bit higher, according to Deutsche Bank analyst Chris Whitmore.

Apple Shares: “A Magical and Revolutionary Product at an Unbelievable Price”

in Mobile on April 21, 2010 at 9:43 am PT

“After the big run, what’s next? The big run.” So begins a research note from RBC analyst Mike Abramsky that’s a good representation of the market’s reaction to Apple’s latest blow-the-roof-off-the-sucker quarter. The 90 percent spike in profit the company reported yesterday, which surpassed already lofty expectations, inspired a rush of analyst notes this morning, all of them enthusiastic.

Netflix: Upgrade-Palooza!

in News on January 28, 2010 at 1:30 pm PT

Netflix shares are skyrocketing today, after the company late yesterday posted strong Q4 results, with better expected forward guidance. The upside surprise has triggered a mass re-rating of the stock by the Street, triggering at least five analyst upgrades, plus a host of other estimate and price target revisions.

Would Oracle Ever Abandon Its Bid for Sun?

in News on November 9, 2009 at 12:22 pm PT

Is there any possibility that Oracle would abandon its bid for Sun? And if Oracle were to walk away, what would happen to Sun? Thomas Weisel Partners analyst Doug Reid weighs both of these questions in a note to investors today, and his answers are worth considering in light of reports that the European Commission may object to the deal.
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App Store: 1.5 Billion Served

in News on July 14, 2009 at 11:00 am PT

Unlike Demand for Dell Stock, Demand for Dell Products Has Stabilized

in News on July 13, 2009 at 4:27 pm PT

Things are starting to look up for Dell–well, as much as they can for a company so beaten into submission by the econalypse. The company said Monday that demand for its products appears to have stabilized and that it expects to report “a slight sequential revenue increase” for its second fiscal quarter, which ends July 31.
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Recession No Cure for CrackBerry Addiction

in News, April 2, 2009 at 2:58 pm PT

Amazon: Fretting Over Margins

in News, January 13, 2009 at 11:40 am PT