Latest Articles
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10 Tech Stocks with Highest Cash Contributions vs. Stock Value
Cash is king – or it is at least for these tech giants. Every few months we take a look at how cash contributes to tech firms’ stock values in order to assess how capable these firms are of making sizable commitments to acquisitions, ...
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Sizing Up Intel’s Mobile Business After Executive Departs
A senior executive at Intel (NASDAQ:INTC) who headed its push into smartphones and tablets recently resigned from the company. We take this opportunity to briefly look at how much this business contributes to Intel and whether or not the company&...
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Nvidia Should be Careful on Pricing
Nvidia (NASDAQ:NVDA) should be more careful about how it prices its GPUs given increased competition from AMD (NYSE:AMD). Besides AMD, Nvidia also competes with Intel (NASDAQ:INTC) in the graphic processors business. Our price estimate for Nvi...
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Can AMD’s Llano Beat Sandy Bridge?
Advanced Micro Devices (NYSE:AMD) is set to launch its Llano APU to compete with Intel’s (NASDAQ:INTC) Sandy Bridge. Here we take a look at how these two processors stack up against each other. AMD also competes with Nvidia (NASDAQ:NVDA) i...
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Nvidia Analyst Day Highlights Tesla Adoption & Growth Outlook
Nvidia (NASDAQ:NVDA) recently organized a financial analyst day where it talked about its main product brands like GeForce, Tegra, Tesla and Quadro. The growth in Tesla is especially significant and it is interesting to see how it has picked up i...
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Nvidia PC Processors Expected to Add 11% to Firm’s Value
Nvidia (NASDAQ:NVDA) competes with companies like AMD (NYSE:AMD) and Intel (NASDAQ:INTC) in the graphic processors business. The company also competes in mobile market with its mobile computing chips like Tegra. Our price estimate for Nvidia sta...
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Does Atrix 4G Signify Turnaround for Motorola Mobility Fortunes?
At the recently held Consumer Electronic Show in Las Vegas, Motorola Mobility (NYSE:MMI) introduced the Atrix 4G smartphone, which shows some aimpressive features. Motorola traditionally competes with Apple (NASDAQ:AAPL) and Research in Motion ...
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Can Intel Sustain Growth in Server ASP?
Intel (NASDAQ:INTC) competes with AMD (NYSE:AMD) primarily in the microprocessor business and will see greater competition as competitors like Nvidia (NASDAQ:NVDA) enter the fray. The company recently released its Q4 2010 earnings and based on th...
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What Does an ARM-Compatible Windows OS Mean for Intel?
Intel (NASDAQ:INTC) currently competes with AMD (NYSE:AMD) and Nvidia (NASDAQ:NVDA) in the microprocessor and graphics businesses respectively. Our price estimate for Intel stands at $27.76, a roughly 30% premium to market price. The company ha...
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Nvidia Dual Core Tegra 2 Chips to Ride Mobile Revolution with Android
Nvidia (NASDAQ:NVDA) competes with AMD (NYSE:AMD) and Intel (NASDAQ:INTC) in the graphics business. The company also competes in mobile processors with Intel’s Atom and is now planning to enter PC CPU business as well. The announcement of P...
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Trefis Picks of the Week for Telecom, Media, Technology & Retail
Telecom, Media and Technology – Trefis Picks of the Week Below is a summary of featured articles across the technology, media and telecom sectors that investors may find useful. The following selection of articles was drawn from top web publi...
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The Outlook for Intel Given a Surge in 2011 CapEx
Intel (NASDAQ:INTC) competes with AMD (NYSE:AMD) in the microprocessor business and with both AMD and Nvidia (NASDAQ:NVDA) in the graphics business. Based on trends implied in the company’s recent earnings released, we have raised our price...
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Nvidia’s Mobile & Gaming Chips Margins Rising
Nvidia’s (NASDAQ:NVDA) profits margins from its mobile and gaming console computing chips business has started to pick up after seeing steep declines during 2006-08 due to lower royalty income from Sony’s PS3 (powered by Nvidia’...
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Former AMD CEO Might Have Been Right to Disregard Mobile Device Opportunities
AMD (NYSE:AMD) competes with Intel (NASDAQ:INTC) and Nvidia (NASDAQ:NVDA) in the microprocessor and graphics markets. The company has remained under Intel’s shadow in the microprocessor market since its formation – we estimate a 2010 ...
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Intel Stock Has Plenty of Room to Run Despite Market Share Threat from Nvidia’s Project Denver
Intel (NASDAQ:INTC) traditionally competes with AMD (NYSE:AMD) in the microprocessor market. However, given a recent announcement by Nvidia (NASDAQ:NVDA) at the 2011 Consumer Electronics Show, these two microprocessor giants should prepare for a ...
