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| DON'T BUY | 5.060 | Gordon Reid | Like Intel but is smaller and become concentrated, so he would avoid it. | 2011-10-24 | |
| Comment | 7.420 | Gordon Reid | Has always played second fiddle to Intel (INTC-Q) on the PC side but things are changing. Challenge for both companies is how they are going to do on the tablet side. This is a real opportunity for this company. Just came out with earnings, which were excellent. If you are looking to allocate some speculative assets, this is not a bad choice. | 2011-07-28 | |
| WATCH | 8.490 | Ron Meisels | Made a low in 2009 then made a rally and has been in a horizontal trading range since the beginning of 2010. If you see it break out to the upside that would be the time to get in. You want to see it above $10 or so. | 2011-05-30 | |
| DON'T BUY | 5.210 | Andrew McCreath | Pure alpha and no beta. Doesn't see any factors that make this any more than just a producer of commodity chips. | 2009-11-09 | |
| DON'T BUY | 3.920 | Jim Huang | Wouldn't own because they are perpetually #2 to Intel (INTC-Q) in the chip business. Recently had some positive developments with capital injection. | 2009-07-16 | |
| SELL | 2.360 | Brett Hryb | (Market Call Minute.) A challenge. A Middle East investor put some capital in but it will be challenged to keep up with Intel (INTC-Q). | 2009-02-09 | |
| DON'T BUY | 2.660 | David Burrows | (Market Call Minute.) Not a great name to own if you think semiconductors are challenged. They have generating losses and he would prefer a more stable name. | 2009-01-07 | |
| SELL | 2.780 | Andrew Guy, CFA | (Market Call Minute.) Company has missed every product cycle. Acquired ATI and still are missing the cycles. Following further behind its competitors. | 2009-01-06 | |
| WEAK BUY | 4.840 | Ed Snyder | Big debt. Only a short period to play this one. Intel (INTC-Q) is about a year or more ahead of them in product and about to come out with a new product that will hit full scale in the 4th quarter. You could trade, but get out if it hits $8. | 2008-07-11 | |
| DON'T BUY | 7.280 | Brian Acker, CA | Model price is $1.74 giving it a negative 75% differential. | 2008-02-27 | |
| DON'T BUY | 6.500 | David Baskin | Market for chips is going to be pretty slack for at least another year. There is a lot of concern about the extent of business investment, which is what drives the microchip market. Did a great job of catching up to Intel (INTC-Q) intellectually but doesn't see any momentum behind this stock for at least 6 months. | 2008-02-19 | |
| DON'T BUY | 7.970 | Brian Acker, CA | He has a model price of $1.91, which is a 76% negative differential. The stock has a history over the last 12 years and could get to $4.58. It bottomed there in 1996 and at the end of 2002. | 2007-12-20 | |
| SELL | 9.760 | Pat Naccarato | (Market Call Minute.) Intel (INTC-Q) is too strong and too powerful. They're going to eat their lunch. | 2007-11-30 | |
| WEAK BUY | 13.570 | John O'Connell, CFA | Keep your eye on this. Semiconductor stocks are very cyclical. Have had a rough time recently. Pick a fight with Intel (INTC-Q) and it is showing in their stock price. Watch for any easing of pricing pressures. | 2007-06-19 | |
| DON'T BUY | 15.420 | Gavin Graham | Intel and AMD are having a price war, so both are not doing well. | 2007-05-22 | |
| DON'T BUY | 13.520 | John Manley | On fundamentals, came out with some disappointing guidance. Technically, his bias is definitely to the downside. | 2007-04-16 | |
| DON'T BUY | 13.660 | Brian Acker, CA | This is a textbook cyclical. His model price is $4.73, a negative 64% differential. Wouldn't hold this name until he saw a little turnaround in their earnings estimates. | 2007-04-12 | |
| DON'T BUY | 13.060 | John O'Connell, CFA | Recently acquired ATI Technologies and are going through some integration issues. They pick a fight with Intel (INTC-Q) and they won. Intel could get aggressive on pricing. | 2007-03-30 | |
| DON'T BUY | 13.380 | Norman Levine | The time to own this stock was when they had Intel (INTC-Q) on the run. Intel's chips are now as good if not better. | 2007-03-28 | |
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| HOLD | 13.350 | Peter Hofstra | There is good value in this company. Have really developed some strong products. New management is good. Intel (INTC-Q) is the leader and it will be their game for a little while and he would prefer them, but this stock will give you a good long-term return. | 2007-03-22 | |
| DON'T BUY | 13.940 | Norman Levine | Always had a superior product to Intel (INTC-Q) but could not execute as well. Intel now has a product that is better or equal. Loaded up with debt. | 2007-03-13 | |
| DON'T BUY | 14.190 | Brian Acker, CA | There has just been a huge collapse on earnings. His model price is $4.97, a 65% negative differential. | 2007-03-08 | |
| DON'T BUY | 21.490 | Peter Hofstra | Recently acquired ATI. Probably at a decent level. Expects that Intel (INTC-Q) will be the better performer in 6 months. Historically, these stocks trade as their gross margins go and this company’s have been kind of peaking while Intel’s has been troughing. | 2006-12-06 | |
| BUY | 20.240 | Rob Callander | Acquiring ATI Technologies (ATY-T) should put them in a stronger competitive position. Technology stocks are starting to come back into favor. | 2006-10-23 | |
| DON'T BUY | 21.010 | David Burrows | Acquiring ATI. Stock was down about 13% today. Constantly battling with their very large competitor, Intel. While this company has been taking market share, there will be significant pressure on pricing. | 2006-10-19 | |
| BUY | 32.810 | Ben Rogoff | Have a good family of products that is more efficient then that of Intel. The name to hold in the PC microprocessor space. | 2006-04-24 | |
| BUY | 30.020 | Howard Sutton | Where AMD has been eating Intel’s (INTC-Q) lunch is in the high-end server market which is usually the more expensive, higher margin business. Should continue to do well. | 2005-12-22 | |
| DON'T BUY | 22.490 | David Baskin | Their chips are very good and giving Intel a run for their money. An increasing commoditized market. Very difficult to grow the margins and these will come under more pressure as it migrates more and more towards Asia. Becoming a very unattractive sector. | 2004-12-16 | |
| WEAK BUY | 11.750 | Reza Samahin | In competition with Intel. Has never made a really good return on investment. In the short term, it has been beaten up because Intel is entering the flash memory space. Might be some trading opportunities on this one. | 2004-08-19 | |
| BUY | 15.750 | John Zechner | Still having problems with market share on the PCs against Intel. The industry is well situated in the next couple of years. | 2004-06-10 | |
| WEAK BUY | 9.910 | Matt Barasch | Has turned into a momentum play.September 23 is going to be a big day when they will debut their 64-bit chip.An interesting bet but still a lot of"show me".Cheap on a price to sales basis.Put a tight stop loss on it. | 2003-08-22 | |
| TOP SHORT | 7.200 | Howard Sutton | Intel is too tough a competitor. Four out of the last five years, it has been cash flow negative. Took on an additional 1 billion debt. Has working capital of only 500 million. | 2003-05-27 | |
| DON'T BUY | 6.400 | Paul O'Neil | Too much competition from Intel. | 2002-09-20 | |
| DON'T BUY | 10.700 | Howard Sutton | Has a history of failing to execute. Likes their new technology. Too high now. | 2002-08-21 | |
| DON'T BUY | 11.200 | Howard Sutton | Prefers Intel. Have had great technology, but couldn't execute and take advantage of any Intel weakness. | 2002-04-26 | |
| DON'T BUY | 19.900 | Ian Nakamoto | Doesn't see much growth in the near future. | 2002-01-08 | |
| BUY | 7.930 | David Baskin | Demand for microchips is way down. PC sales are slow. Good company/products. Good price. | 2001-10-01 | |
| DON'T BUY | 15.500 | Neil Murdock | Hard to evaluate this sector. Not a fan at this time. | 2001-08-14 | |
| DON'T BUY | 20.800 | Glenn Paradis, BA, CFA | Still some problems. | 2001-07-06 | |
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| DON'T BUY | 30.280 | David Baskin | Good product, but not as dominate a player as Intel. Good price, but this sector is volatile. | 2001-06-07 | |
| DON'T BUY | 29.430 | Gavin Graham | Has done well fundamentally. Making big inroads on Intel. Making money. Sector is too risky now. | 2001-05-29 | |
| DON'T BUY | 28.700 | Joe Connolly | Sector still hasn't hit the bottom. | 2001-05-10 | |
| DON'T BUY | 24.050 | John McColl | Semiconductors have problems. PC demands less | 2001-02-06 | |
| DON'T BUY | 14.500 | Scott Morrison | Chip inventory is high due to slower computer sales. Prefers Intel | 2000-12-07 |
