Home
Login Register
Chartered   

CSM/AMD Vs Intel

 Post Reply 21-40 of 88
 
ralphguy
    05-Sep-2006 16:23  
Contact    Quote!


singaporegal,

can you elaborate on 'cautious'? do you mean slowly?
 
 
singaporegal
    05-Sep-2006 11:31  
Contact    Quote!
I still see a cautious uptrend from TA charts.
 
 
billywows
    04-Sep-2006 22:53  
Contact    Quote!


Hope its Q3 guidance out this Wednesday morning (before SGX opens) will not be as flattish as expected ..... or it will rocket down like after it announced its Q2 on 21st July. Maybe its Nasdaq's performance tomorrow nite will throw some 'light'.

But I am positive on its Q4 though ....
 

 
Nostradamus
    04-Sep-2006 19:00  
Contact    Quote!


Chartered is expected to reiterate that earnings in the third quarter to September this year are likely to be flat compared to the US$12.32 m net profit it booked in the second quarter, analysts said.



Chartered is scheduled to release its mid-quarter earnings update on Wednesday morning.



Credit Suisse said it expects Chartered to report a net profit of US$11m on sales of US$362m in the third quarter, in line with the company's own estimates.



Chartered had previously guided for a net income of US$6-16m and sales of US$356-368 in the third quarter.



"We believe Chartered's orders are still being affected by the supply chain's drive to cut inventory. Based on our analysis of Xbox builds, we expect inventory to (draw) down on Xbox throughout the second half," Credit Suisse said in a note to clients.



Chartered, in partnership with IBM, supplies the chips used in the Xbox gaming console.



Apart from Xbox's inventory drawdowns, Credit Suisse said Chartered's key customers Broadcom and Mediatek are also drawing down inventories in the next two quarters.



ABN-Amro analyst Edwin Goh said he also expects Chartered to reiterate the third quarter guidance. "The earnings should be within range," Goh said, adding that the figure will include initial contributions from AMD orders.



Chartered has starting ramping up chip production for AMD in the third quarter.



BNP Paribas analyst Szeho Ng said he expects Chartered's net profit to be "flattish" in the third quarter, in line with the company's estimates.
 
 
billywows
    03-Sep-2006 00:26  
Contact    Quote!


Sector Wrap: Semiconductors Stronger

September 01, 2006 01:28 PM ET



NEW YORK (AP) - Chip makers may be moving into a strong second half of the year, assuming there is a surge in sales of consumer electronics for the holidays. Of course, it doesn't hurt that expectations are already set so low, according to Jefferies & Co. analyst John Lau.



"Our analysis indicates that the market expectations have come down significantly, but the multiples have largely remained unchanged," Lau wrote in a note to clients. "If the macro environment continues to hold up for a seasonally normal holiday season, we believe the semiconductor stocks will have an opportunity to rally through the end of 2006."



Lau predicts chip makers could benefit from improved personal computer sales and an increase in sales of mobile phones. Other analysts see higher profits for Intel, specifically, during the remainder of the year with the end of a heated price war with rival Advanced Micro Devices and possible cost cuts.



Friedman Billings Ramsey analyst Chris Caso predicted chip maker Intel Corp. will nix the plump discounts it implemented during the first half of the year.



The price cuts, which were intended to squash market share gains by smaller rival Advanced Micro Devices Inc., resulted in a 57 percent drop in Intel's second-quarter income.



"Our checks in Asia last week suggest stabilizing unit demand, inventory improvement, and an end to the serial price discounts offered during the first half of the year," Caso wrote in a note to clients.



Still, it may take more than stabilized prices to drive Intel's growth, according to ThinkEquity analyst Eric Ross.



"Aggressive cost cutting will likely drive improved margins," Ross wrote in a note to clients. "We believe Intel will initiate a series of aggressive cost-cutting measures ahead of our initial expectations."



Investors seemed to like what they heard, sending shares of Intel up from $19.06, or 3.5 percent, during the week to around $19.78 by Friday's session on the Nasdaq.



AMD shares rose from an opening price of $24.54 on Monday to just over $25 Friday on the New York Stock Exchange. The Philadelphia Semiconductor Sector Index started the week at 433.89 and by the end of the week rose 3 percent to 446.75.
 
 
singaporegal
    31-Aug-2006 09:55  
Contact    Quote!
I think Chartered is probably on a cautious uptrend now. Trend a little unclear ... wait and see.
 

 
ralphguy
    31-Aug-2006 09:35  
Contact    Quote!


Thanks...



Wow... today very huge resistance @1.29... if today it break 1.29.... will be shoick shoick....



Next wed guidance?? so i will suppose it will have quite a lot of "moment' this couple of days.....

hope it is a gd guidance....
 
 
billywows
    30-Aug-2006 20:15  
Contact    Quote!


Q3 results will be announced on 20th October early morning @ 6am (S'pore time) before SGX opens.

Watch out for its Q3 guidance on 06th September (next Wednesday) @ 6am (S'pore time) before SGX opens.

CSM is up today cos IBM has announced their collaboration for 45nm low-power process technology with two others (Infineon & Samsung) yesterday. This process is expected to be installed and fully qualified at Chartered, IBM and Samsung 300mm fabs by the end of 2007.

There will be two more 'powering up' to do from AMD and MSFT for its chips and Xbox360 respectively.

I leave CSM's tie-up with these 3 giants (IBM, AMD and MSFT) to your imagination(s). This is a speculative stock ....very!
 
 
ralphguy
    30-Aug-2006 17:33  
Contact    Quote!


GO.... GO.... GO....

btw, anyone know if the Q3 results is released what time on 20 Oct?
 
 
allantanhc
    30-Aug-2006 17:18  
Contact    Quote!
  The chart looks good as it has cleared through the $1.26 resistance. Can look forward to $1.35 as the next target, I think. Could be wrong. For sharing and reference only. 
 

 
billywows
    29-Aug-2006 23:37  
Contact    Quote!


AMD upgraded again ....

10:41am - [AMD] Advanced Micro Devices upped to average at Caris & Co.
 
 
billywows
    29-Aug-2006 22:03  
Contact    Quote!
Just found this ...........
-----------------------------------
IBM, Chartered, Infineon and Samsung Announce Process and Design Readiness for Silicon Circuits on 45nm Low-Power Technology
Industry Leaders Offer Reliable, High-Performance, Low-Leakage Platform for Early Adopters of Leading-Edge Process; Early Design Kits Available to Accelerate Transition

 
 
billywows
    29-Aug-2006 21:59  
Contact    Quote!
Think cos all are linked to one main Dow Jones, that's why similar misquoted pre-market price? ... CSM's volume is not so impressive at opening bell to justify institution buyings. Let's see the volume later cos not much chip news these few days.
 
 
FORREST
    29-Aug-2006 21:43  
Contact    Quote!
Phew!.
but its not a typo error. it was showing similar price in Google Finance...
someone's playing the market down maybe in order to buy big...this is getting to become a dangerous game.
 
 
billywows
    29-Aug-2006 21:39  
Contact    Quote!


CSM UP 1.95% in Nasdaq at 9.35pm!! Phew ... Typo error after all.

http://finance.yahoo.com/q/ecn?s=CHRT
 

 
billywows
    29-Aug-2006 19:11  
Contact    Quote!


Very strange ya. Hope its typo error? Haha! ... But can't be cos this site is from Dow Jones - very accurate.

On the bright side, CSM has very strong business with the big boys this year. But I will be wary by early next year. Super speculative, but spectacular stock.

http://www.marketwatch.com/tools/quotes/quotes.asp?symb=CHRT
 
 
ralphguy
    29-Aug-2006 14:19  
Contact    Quote!


forrest,

do you mean nasdaq down 12%? or CHRT down 12% after hours?

btw, CSM suddenly huge vol ramping up... any news?
 
 
FORREST
    29-Aug-2006 14:14  
Contact    Quote!
huh, what do you mean ralphguy?...dont understand i'm saying chartered, not intel is down almost 12% in nasdaq now.
 
 
ralphguy
    29-Aug-2006 13:58  
Contact    Quote!


could it be that the BIG guys are buying upon Intel upgrade and then contra end of the day since there are >10% profit already in their pocket?



just imagine having >10% profit in a day.... that is a neat sum of income.
 
 
FORREST
    29-Aug-2006 13:32  
Contact    Quote!
wahlau,
nasdaq down 11.57% during after-hours trading!...i wonder what's brewing...i am taking cover.
 
Important: Please read our Terms and Conditions and Privacy Policy .