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Stacy Rasgon

Type: Person

Name: Stacy Rasgon

First reported 15 hours ago - Updated 15 hours ago - 1 reports

Advanced Micro Devices Inc

AMD Needs More Than Game Console Design Wins to Offset PC Market Declines – Analysts.

Sales of Advanced Micro Devices declined to nine-year-low in the Q1 FY2013, but the company remains moderately optimistic since it has won contracts to supply chips for next-generation game consoles from Microsoft Corp. and Sony Corp. However, sales of ... [Published X-bit Labs - 15 hours ago]

Entities: Advanced Micro Devices Inc, Video Game Consoles, Market, Financial Analysts

First reported May 16 2013 - Updated May 16 2013 - 1 reports

ASML, KLAC to Benefit from Stronger Semicap Spending, Says Bernstein

Bernstein Research’s tech team Wednesday offered the second installment of their treatise on the future of semiconductor production, “Dawn of Dusk for Semi Capital Equipment Manufacturers?” following the first installment on Monday. Authors Pierre Ferragu, ... [Published WSJ.com: Tech Trader Daily - May 16 2013]

Entities: Sanford Bernstein & Company, ASML Holding NV, Stacy Rasgon, Mark Newman, Moore's Law

First reported May 13 2013 - Updated May 13 2013 - 1 reports

ASML Holding NV

ASML Tops, INTC Vulnerable in Bernstein Think Piece on Chip Future

Bernstein Research’s Pierre Ferragu, Stacy Rasgon, Mark Li and Mark Newman this morning pen a collective think piece on the semiconductor industry, which they say is in response to “many questions about the long term prospects of the semiconductor industry.” ... [Published WSJ.com: Tech Trader Daily - May 13 2013]

Entities: Sanford Bernstein & Company, ASML Holding NV, Stacy Rasgon

First reported May 03 2013 - Updated May 03 2013 - 1 reports

MarketWatch Inc

AMD soars, analyst cites speculation on consoles

SAN FRANCISCO (MarketWatch) - Shares of Advanced Micro Devices soared Friday and the stock was poised to end the week with a 40% gain. AMD was last trading up 10% to $3.75. Bernstein Research analyst Stacy Rasgon said it appears to be based on speculation ... [Published Great China Brokerage Ltd - May 03 2013]

Entities: Advanced Micro Devices Inc, Speculations, Video Game Consoles, MarketWatch Inc, Stacy Rasgon

First reported May 02 2013 - Updated May 02 2013 - 1 reports

Manufacturing

What analysts are saying about Intel's CEO choice

Analysts said Thursday that Intel's choice of Chief Operating Officer Brian Krzanich as CEO signals that the company is likely to leverage their manufacturing advantage to improve results damaged by computer users' switch to mobile devices from personal ... [Published Inside Bay Area - May 02 2013]

Entities: Manufacturing, Patrick Wang, Stacy Rasgon, Doug Freedman, Brian Krzanich

First reported Apr 29 2013 - Updated Apr 29 2013 - 1 reports

iPhone

Qualcomm forecasts earnings below expectations

SAN FRANCISCO: Leading mobile chipmaker Qualcomm forecast earnings below analysts’ expectations as competition in smartphones intensifies and shifts toward Asia, and its stock fell sharply.San Diego-based Qualcomm is benefiting from strong demand for ... [Published The Gulf Today - Apr 29 2013]

Entities: QUALCOMM Inc, Smartphone, Stacy Rasgon, iPhone

First reported Apr 24 2013 - Updated Apr 25 2013 - 3 reports

QUALCOMM Inc

UPDATE 4-Qualcomm's earnings outlook points to competition in Asia

Leading mobile chipmakerQualcomm forecast earnings below expectations onWednesday as competition in smartphones intensifies and shiftstoward Asia, and its stock fell sharply. SAN FRANCISCO, April 24 San Diego-based Qualcomm is benefiting from strong demand ... [Published Reuters - Apr 25 2013]

Entities: QUALCOMM Inc, Earnings Per Share, Smartphone

First reported Apr 24 2013 - Updated Apr 24 2013 - 1 reports

UPDATE 1: Qualcomm revenues surge; forecast disappoints

SAN FRANCISCO (MarketWatch) -- Qualcomm Inc. saw a strong jump in revenue and adjusted earnings for its second fiscal quarter, though the company's shares tumbled on Wednesday afternoon as parts of its forecast came in below Wall Street's estimates.Qualcomm ... [Published TD Ameritrade - Apr 24 2013]

Entities: QUALCOMM Inc, Mobile Computing, Smartphone, MarketWatch Inc

First reported Apr 22 2013 - Updated Apr 22 2013 - 1 reports

UPDATE 2-Texas Instruments sees improved but cautious demand

April 22 (Reuters) - Texas Instruments Inc posted first-quarter results slightly ahead of Wall Street expectations and it forecast growth for the current quarter on improving demand for its chips.Following weak demand last year due to concerns about the ... [Published CNBC - Apr 22 2013]

Entities: B E S Ltd, Texas Instruments Inc, Kevin March, Stacy Rasgon, Wall Street

First reported Apr 18 2013 - Updated Apr 19 2013 - 4 reports

AMD beats expectations, despite huge revenue slide

AMD forecast current quarter revenue above Wall Street's expectations as it rushes to find new markets to offset its declining core business of PC chips.Like larger rival Intel, AMD is trying to refocus its business as sales of laptops languish and consumers ... [Published PC Pro - Apr 19 2013]

Entities: Advanced Micro Devices Inc, Intel Corporation, Stacy Rasgon, Smartphone, Declination

First reported Apr 18 2013 - Updated Apr 18 2013 - 1 reports

AMD reduces its quarterly losses, but the news isn’t great either

AMD, the perennial underdog, just announced its latest quarterly earnings . Unsurprisingly, they’re not great: the company lost $146 million in the first quarter of 2013. While that’s not as bad as the fourth quarter of 2012 (-$473 million) or even ... [Published Ars Technica - Apr 18 2013]

Entities: Advanced Micro Devices Inc, Stacy Rasgon, Sanford Bernstein & Company, ARS++, Intel Corporation

First reported Apr 18 2013 - Updated Apr 18 2013 - 1 reports

Intel foresees Q2 sales drop in shrinking PC market

SAN FRANCISCO Intel said its current-quarter revenue would decline as much as 8 per cent and trimmed its 2013 capital spending plans, as personal computer sales drop due to the growing popularity of tablets and smartphones.Shares of the worlds largest ... [Published Oman Tribune - Apr 18 2013]

Entities: Stacy Rasgon, Doug Freedman, Stacy Smith

More Content

sort by: Date \| Relevance
AMD Needs More Than Game Console Design Wins to... [Published X-bit Labs - 15 hours ago]
AMD Rally Needs More Than Console Wins to Outru... [Published Bloomberg - May 16 2013]
ASML, KLAC to Benefit from Stronger Semicap Spe... [Published WSJ.com: Tech Trader Daily - May 16 2013]
AMD Rally Needs More Than Console Wins to Outru... [Published BusinessWeek - May 16 2013]
ASML Tops, INTC Vulnerable in Bernstein Think P... [Published WSJ.com: Tech Trader Daily - May 13 2013]
Hot Stocks in Focus - Advanced Micro Devices (N... [Published SBWire - May 06 2013]
AMD, trailing badly in PCs, beats Intel in game... [Published Oregonian - May 04 2013]
AMD scores huge gains on game chatter [Published TD Ameritrade - May 03 2013]
AMD soars, analyst cites speculation on consoles [Published Great China Brokerage Ltd - May 03 2013]
Qualcomm outlook disappoints Wall St [Published TelecomsEurope - May 03 2013]
Intel plays it safe with new CEO choice [Published TD Ameritrade - May 02 2013]
What analysts are saying about Intel's CEO choice [Published Inside Bay Area - May 02 2013]
Intel Picks Operating Chief as Next CEO [Published Nasdaq - May 02 2013]
INTEL CORPORATION : Intel Picks Operating Chief... [Published 4 Traders - May 02 2013]
Qualcomm's earnings outlook disappoints [Published telecomasia.net - Apr 30 2013]
Qualcomm forecasts earnings below expectations [Published The Gulf Today - Apr 29 2013]
Laba Qualcomm Lampaui Batas Ekspektasi 2013 [Published Pulsa - Apr 25 2013]
Qualcomm Drops After Forecasting Profit That Ma... [Published La Repubblica - Apr 25 2013]
QUALCOMM's CEO Discusses F2Q 2013 Results - Ear... [Published Transcripts from Seeking Alpha - Apr 25 2013]
UPDATE 4-Qualcomm's earnings outlook points to ... [Published Reuters - Apr 25 2013]
UPDATE 1: Qualcomm revenues surge; forecast dis... [Published TD Ameritrade - Apr 24 2013]
Qualcomm Continues to Ride Mobile Chip Demand [Published Nasdaq - Apr 24 2013]
Qualcomm raises outlook; stock down on competit... [Published Yahoo! News - Apr 24 2013]
UPDATE 2-Qualcomm raises revenue forecast, EPS ... [Published Reuters - Apr 24 2013]
Qualcomm Profit Forecast Misses Some Estimates [Published BusinessWeek - Apr 24 2013]
Broadcom's CEO Discusses Q1 2013 Results - Earn... [Published Transcripts from Seeking Alpha - Apr 24 2013]
Texas Instruments mejora, pero sigue cautela po... [Published Yahoo! Finance - Apr 22 2013]
UPDATE 2-Texas Instruments sees improved but ca... [Published CNBC - Apr 22 2013]
Intel: The Bears Are Out Of Ammo [Published Seeking Alpha - Apr 22 2013]
AMD beats expectations, despite huge revenue slide [Published PC Pro - Apr 19 2013]

Blogs

sort by: Date \| Relevance
ASML, KLAC to Benefit from Stronger Semicap Spe... [Published WSJ.com: Tech Trader Daily - May 16 2013] Bernstein Research’s tech team Wednesday offered the second installment of their treatise on the future of semiconductor production, “Dawn of Dusk for Semi Capital Equipment Manufacturers?” following the first installment on Monday. Authors Pierre Ferragu, ...
ASML Tops, INTC Vulnerable in Bernstein Think P... [Published WSJ.com: Tech Trader Daily - May 13 2013] Bernstein Research’s Pierre Ferragu, Stacy Rasgon, Mark Li and Mark Newman this morning pen a collective think piece on the semiconductor industry, which they say is in response to “many questions about the long term prospects of the semiconductor industry.” ...
AMD reduces its quarterly losses, but the news ... [Published Ars Technica - Apr 18 2013] AMD, the perennial underdog, just announced its latest quarterly earnings . Unsurprisingly, they’re not great: the company lost $146 million in the first quarter of 2013. While that’s not as bad as the fourth quarter of 2012 (-$473 million) or even ...
This Morning: EBAY, CSCO Cheered, BBRY, DELL, A... [Published WSJ.com: Tech Trader Daily - Apr 01 2013] Here are some things going on this morning in your world of tech, following the long Easter weekend in the U.S., leaving plenty to catch up on: The Semiconductor Industry Association last night released statistics for the chip industry for the month of ...
Intel: Nice Dividend, But Costs Could Slow Buyb... [Published WSJ.com: Tech Trader Daily - Mar 21 2013] Bernstein Research chip analyst Stacy Rasgon today advises investors not to be swayed by Intel‘s (INTC) rich dividend yield above 4%, arguing that the capital intensity of chip manufacturing may tend to slow the rate of capital returns in coming years. ...