TheCoveredCall.com: NSM's strong quarter bodes well for analog stocks
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Minus one-time charges, National Semiconductor (NYSE: NSM chart, msgs) reported fiscal Q1 net income of $149.4 million or $0.76 per share, beating the Street estimate by a whopping $0.11! Gross margins for the quarter were 53%. The chipmaker delivered its fifth consecutive quarter of solid growth.
NSM also continues to forecast sequential sales growth of 6 to 8 percent in the November quarter along with mid-30 percent growth year-over-year. "Our leadership in wireless communications and related Analog markets, such as the Internet information appliance market, makes us optimistic for continuing improvement in our business outlook," Chief Executive Officer Brian Halla said in a statement.
The "L" in CANSLIM method of investing means "Leadership." Researching which companies within an industry hold leadership positions and tracking the leaders performance is a great way to see the overall strength of its respective industry.
NSM's leadership position in the analog semiconductor business acts as a compare for the rest of the analog players. It's solid series of quarters bodes well for the following Analog companies including:
Analog Devices (NYSE: ADI chart, msgs) is engaged in the design, manufacture and marketing of high-performance analog, mixed-signal and digital signal processing integrated circuits (ICs). The Company's broad line of high-performance ICs incorporate analog, mixed-signal and digital signal processing technologies that address a wide range of real-world signal processing applications. The Company has a generic list of approximately 2,000 products. Many of the Company's products are proprietary, while equivalents to other products are available from a limited number of other suppliers. The company also designs, manufactures, and markets a range of assembled products.
Elantec Semiconductor (NASDAQ: ELNT chart, msgs) designs, manufactures and markets high performance analog integrated circuits primarily for the video, optical storage, integrated DC:DC, and xDSL markets. The Company offers approximately 150 products such as amplifiers, drivers, faders, transceivers and multiplexers, most of which are available in multiple packaging configurations. The Company targets high growth commercial markets in which advances in digital technology are driving increasing demand for high speed, high precision and low power consumption analog circuits. Electronic system manufacturers in these markets typically have requirements for analog circuits with particular precision, linearity, speed, power and signal amplification capabilities. The Company addresses these requirements with standard products that serve several markets and application specific standard products (ASSPs) designed for specific markets and applications.
Linear Technology (NASDAQ: LLTC chart, msgs) designs, manufactures, and markets a broad line of standard high performance linear integrated circuits. Applications for the Company's products include telecommunications, cellular telephones, networking products and satellite systems, notebook and desktop computers, computer peripherals, video/multimedia, industrial instrumentation, automotive electronics, factory automation, process control, and military and space systems. The Company's principal product categories include amplifiers; high-speed amplifiers; voltage regulators; voltage references; interface; data converters; and linear circuits.
Micrel (NASDAQ: MCRL chart, msgs) designs, develops, manufactures, and markets a range of high-performance analog power integrated circuits and mixed-signal and digital integrated circuits. The Company currently ships over 1,200 standard products and has derived the majority of its product revenue for the year ended December 31, 1999 from sales of standard analog integrated circuits for power management. These analog power circuits are used in a wide variety of electronic products, including those in the computer, telecommunications and industrial markets. The Company's business is divided into two segments: standard products; and custom and foundry products.
Maxim Integrated Products (NASDAQ: MXIM chart, msgs) is a worldwide leader in design, development, and manufacture of linear and mixed-signal integrated circuits (ICs). Maxim circuits "connect" the real world and digital world by detecting, measuring, amplifying, and converting real-world signals, such as temperature, pressure, or sound, into the digital signals necessary for computer processing. The Company's products include microprocessor supervisory circuits, data converters, references, RS-232 interface circuits, amplifiers, power-management products, timers and counters, display circuits, multiplexers, switches, voltage detectors, fiber optic transceivers, pressure and temperature sensors, wireless products, and analog filters. Maxim's products are used in a wide variety of microprocessor-based electronics equipment, including personal computers and peripherals, test equipment, hand-held devices, wireless communicators, and video displays.
Power Integrations (NASDAQ: POWI chart, msgs) designs, develops, manufactures and markets proprietary, high-voltage, analog integrated circuits (ICs), for use primarily in alternating current to direct current, or AC-to-DC, power conversion. The Company has targeted high-volume power supply markets including the cellular telephone market, the personal computer market, the cable and direct broadcast satellite decoder box market and various other consumer and industrial electronics markets. The Company's ICs cost-effectively bring the benefits of high levels of integration to AC-to-DC switching supplies. The Company has developed several families of high-voltage power conversion ICs.
Texas Instruments (NYSE: TXN chart, msgs) is a global semiconductor company and the world's leading designer and supplier of digital signal processors and analog integrated circuits, the engines driving the digitization of electronics. These two types of semiconductor products work together in digital electronic devices such as digital cellular phones. TI also is a world leader in the design and manufacturing of other semiconductor products. These include standard logic, application-specific integrated circuits, reduced instruction-set computing microprocessors, microcontrollers and digital imaging devices. TI's Materials & Controls business sells electrical and electronic controls, electronic connectors, sensors, radio-frequency identification systems and clad metals into commercial and industrial markets. The Company's Educational & Productivity Solutions business is a leading supplier of educational and graphing calculators. TI has manufacturing, design or sales operations in 27 countries.
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