Brian, ...how many times has Klauer been an axe on INTC, a company with a superb history of eps gain? Now things are OUTSTANDING at AMD b/c they will breakeven in one of the BEST TIMES EVER for the semiconductor industry? What a joke!
Maybe AMD is the only company they let her cover. She has to say something. ;-)
The following are consensus estimates for fourth quarter earnings, unless otherwise noted, of some major U.S. semiconductor companies, as compiled by First Call. COMPANY CONSENSUS REPORTING DATE AMD loss $0.01 Jan. 19 Altera (NasdaqNM:ALTR - news) profit $0.30 Jan. 19 Broadcom (NasdaqNM:BRCM - news) profit $0.27 Jan. 18 Conexant (NasdaqNM:CNXT - news), Q1 profit $0.20 Jan. 19 Cypress Semi (NYSE:CY - news) profit $0.29 Jan. 25 Intel Corp. profit $0.63 Jan. 13 LSI Logic profit $0.43 Jan. 25 Texas Instruments profit $0.47 Jan. 25 Xilinx (NasdaqNM:XLNX - news) Q3 profit $0.19 Jan. 18 Vitesse (NasdaqNM:VTSS - news) Q1 profit $0.14 Jan. 10
profit, profit, profit, profit, profit, profit, profit, profit, profit, they could have saved some ink or bandwidth by saying all these companies are expected to make these amounts of money.
I didn't realize LSI was supposed to be that high. Looks good.
Tony |