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Richard Davenport
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Richard Davenport
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Articles (22)
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Comments (9)
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Cisco: Expect Modest Upside
on Aug 05, 2009
•
ARRS
,
BRCM
,
CAVM
Intel's Earnings Will Benefit the PC Supply Chain
on Jul 15, 2009
•
AAPL
,
AMD
,
ARW
UMC CFO: Xilinx Revenue Shortfall Due to Capacity, Not Yield Issues
on Jul 08, 2009
•
ADI
,
AEIS
,
ALTR
Analog Devices: Another China 3G Beneficiary
on Mar 06, 2009
•
ADI
,
ALTR
,
CHA
Which U.S. Companies Will Benefit from China's 3G Expansion?
on Mar 04, 2009
•
ALTR
,
ALU
,
CHA
PC Market Not Looking Good, Dell Especially
on Feb 25, 2009
•
AAPL
,
DELL
,
HPQ
Advanced Energy Industries: Expect Guidance Below Street
on Feb 23, 2009
•
AEIS
Hewlett-Packard: Expect Guidance Below Street Estimate
on Feb 19, 2009
•
HPQ
We Continue to Avoid Cisco Until Data Improves
on Feb 04, 2009
•
CSCO
LAM Research Specifically and Semis in General Garner Negative Outlook
on Jan 30, 2009
•
LRCX
Canon Weakness Supports Negative Outlook on Hewlett-Packard and Dell
on Jan 29, 2009
•
CAJ
,
DELL
,
HPQ
Avnet: Worse Than Initially Appears
on Jan 26, 2009
•
AVT
Marvell: Negative Outlook for Western Digital, RIMM and Others
on Jan 25, 2009
•
MRVL
,
RIMM
,
WDC
Apple: Good = Bad for Everyone Else
on Jan 23, 2009
•
AAPL
,
AMD
,
BRCM
Intel: Don't Buy the CAPEX Head Fake
on Jan 18, 2009
•
INTC
NVIDIA Warning Bodes Poorly for Rest of Semiconductor Industry
on Jan 14, 2009
•
AAPL
,
AMD
,
AMKR
Street 2009 View Still Too High for Semiconductors
on Jan 11, 2009
•
ACTL
,
ADI
,
ALTR
Standard Microsystems: Weak Guidance Negative for PC Supply Chain
on Jan 08, 2009
•
AAPL
,
AMD
,
ASX
Now Is the Time to Short Actel
on Jan 07, 2009
•
ACTL
,
ALTR
,
CHRT
Seagate's Mobile Loss Looks Positive For Western Digital, Marvell
on Jan 20, 2008
•
MRVL
,
STX
,
WDC
Intel's CAPEX Cut Not Indicative of Industry Problems
on Jul 19, 2007
•
INTC
Photon Dynamics to Benefit From Expected LCD Capex Pickup
on Jun 14, 2007
•
PHTN
Articles by Ticker
AAPL
,
ACTL
,
ADI
,
AEIS
,
ALTR
,
ALU
,
AMAT
,
AMCC
,
AMD
,
AMKR
,
ARRS
,
ARW
,
ASX
,
ATHR
,
ATML
,
AUTH
,
AVT
,
BRCM
,
CAJ
,
CAVM
,
CCMP
,
CHA
,
CHKP
,
CHL
,
CHRT
,
CHU
,
CLS
,
COGO
,
CRUS
,
CSCO
,
CTV
,
CTXS
,
CY
,
DELL
,
DIOD
,
ERIC
,
EXAR
,
EXTR
,
FCS
,
FFIV
,
FLEX
,
FNSR
,
GLW
,
HIMX
,
HON
,
HPQ
,
IDTI
,
IM
,
INTC
,
ISIL
,
JBL
,
JNPR
,
KLAC
,
LLTC
,
LRCX
,
LSCC
,
LSI
,
LXK
,
MCHP
,
MCRL
,
MKSI
,
MOS
,
MOT
,
MRVL
,
MSFT
,
MU
,
NETL
,
NOK
,
NSM
,
NTGR
,
NVDA
,
NVLS
,
OVTI
,
PHTN
,
PMCS
,
PWAV
,
QCOM
,
RIMM
,
RVBD
,
SANM
,
SI
,
SMI
,
SMSC
,
SONS
,
SPIL
,
STM
,
STX
,
SUPX
,
SWKS
,
SYNA
,
TECD
,
TQNT
,
TSM
,
TUNE
,
TXN
,
UMC
,
UTX
,
WDC
,
WFR
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XLNX
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ZRAN
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ZTCOF.PK
Latest Comments on Richard Davenport's Articles
Richard Davenport
on
Intel's Earnings Will Benefit the PC Supply Chain
: Agreed that SYNA is way oversold. Looking for additional positive...
more »
Greener Pastures
on
Intel's Earnings Will Benefit the PC Supply Chain
: Does anyone know why Synaptics is so low? It's had nothing but...
more »
Richard Davenport
on
PC Market Not Looking Good, Dell Especially
: Two further notes on your comment that "AAPL already reported...
more »
Richard Davenport
on
PC Market Not Looking Good, Dell Especially
: Hi bluemarlin, good question, though I disagree with your...
more »
bluemarlin1402
on
PC Market Not Looking Good, Dell Especially
: What does Dell missing estimates have to due with the...
more »
Richard Davenport
on
Advanced Energy Industries: Expect Guidance Below Street
: Guides Q1 Well Below Our Street-Low View Negative semi...
more »
Richard Davenport
on
Marvell: Negative Outlook for Western Digital, RIMM and Others
: Hi Mindspec, I'm not sure how you can judge Connexiti without ever...
more »
Mindspec
on
Marvell: Negative Outlook for Western Digital, RIMM and Others
: Connexiti.... Not impressed. Yet another software based on...
more »
Richard Davenport
on
Intel: Don't Buy the CAPEX Head Fake
: We don't set price specific price targets. Agreed that INTC's...
more »
donzelion
on
Intel: Don't Buy the CAPEX Head Fake
: I've been buying chunks of Intel on the dips, mostly since their...
more »
Graham Bridges
on
Street 2009 View Still Too High for Semiconductors
: Ye, I also agree with above two. I especially like the look of...
more »
Richard Davenport
on
Street 2009 View Still Too High for Semiconductors
: I agree with the market often discounting future earnings trends....
more »
brewer
on
Standard Microsystems: Weak Guidance Negative for PC Supply Chain
: Apple will do well and the stock will go down, as usual. Any...
more »
yousaidwhat
on
Street 2009 View Still Too High for Semiconductors
: Sounds like it's time to start buying shares again as the market...
more »
Richard Davenport
on
Standard Microsystems: Weak Guidance Negative for PC Supply Chain
: Agreed that AAPL may be less affected than Dell or HP. But the...
more »
Latest Comments on Richard Davenport's Articles
Latest Comments on Richard Davenport's Articles