388
388
Jul 16, 2009
07/09
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even though xilinx had better than expected -- how much xilinx makes for sales.t also said that wireless and consumers were the only markets that grew. and while the company participated in the chinese wireless bonanza with asia taking over xilinx, it couldn't participate as much as it wanted to. the problem? xilinx has a new chip that's used in communications, but there were production issues. unprepared for the quick ramp-up in production. that said, we should see, i believe, higher shipments in the communications and wireless market in the current quarter now that these problems, i believe, are in the past. perhaps the real issue here is one of expectations. got ahead of themselves. as this stock rocketed higher off intel's great quarter, even though there wasn't necessarily much pin action for xilinx, that set the company up for failure when it reported. after all, intel is a tough act to follow. let's get a better picture of what's going on to see if we should stick with xilinx or not. let's got to -- the xilinx ceo, i'm thrilled he came on. when the stock o
even though xilinx had better than expected -- how much xilinx makes for sales.t also said that wireless and consumers were the only markets that grew. and while the company participated in the chinese wireless bonanza with asia taking over xilinx, it couldn't participate as much as it wanted to. the problem? xilinx has a new chip that's used in communications, but there were production issues. unprepared for the quick ramp-up in production. that said, we should see, i believe, higher shipments...
323
323
Jul 17, 2009
07/09
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i say xilinx. it's a keeper.money." >>> coming up, which names belong in the sell block? cramer separates the stocks that could power down from the ones that could connect you to some mad money. >>> plus, try to keep up with cramer as he takes your calls rapid fire in an all-new lightning round. >>> some big banks are paying back bail-out cash. the eureka moment. announcer: what's your cialis moment? when she gives me that look. when at last we're alone. when we both decide. announcer: today, guys with erectile dysfunction can be ready with another dosing option from cialis. cialis for daily use is a clinically proven low-dose tablet you take every day, so you can be ready anytime the moment is right. so relax and take your time. tell your doctor about your medical condition and all medications and ask if you're healthy enough for sexual activity. don't take cialis if you take nitrates for chest pain, as this may cause an unsafe drop in blood pressure. don't drink alcohol in excess with cialis. side effects may i
i say xilinx. it's a keeper.money." >>> coming up, which names belong in the sell block? cramer separates the stocks that could power down from the ones that could connect you to some mad money. >>> plus, try to keep up with cramer as he takes your calls rapid fire in an all-new lightning round. >>> some big banks are paying back bail-out cash. the eureka moment. announcer: what's your cialis moment? when she gives me that look. when at last we're alone. when we...
427
427
Jul 18, 2009
07/09
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xilinx, cypress semiconductor, nokia. so i'm not that optimistic -- >> even nokia. >> -- a gamble. >> even nokia said that demand has finally bottomed for cell phones. tech, overall, i believe is up something like 19%, 20% in three months, james. >> sure. and i'm bullish from here to the end of the year on tech. but i think next week we'll take a break. i wouldn't be long apple, wouldn't be long microsoft.. if you're interested in doing short-term trades into earnings, i think it's a gamble whether they exceed or disappoint. i think it's a gamble how the market treats them. i do like the financials, however. i'm in love with the financials. i want to marry the financials. >> good transition paragraph. go ahead on financials. >> the financials are benefiting from hundreds of billions of dollars that the government has essentially given them. and at the same time, they're still marking up all the paper that they marked down six months ago. so the banks have hidden surprises all over their balance sheets, which i think they
xilinx, cypress semiconductor, nokia. so i'm not that optimistic -- >> even nokia. >> -- a gamble. >> even nokia said that demand has finally bottomed for cell phones. tech, overall, i believe is up something like 19%, 20% in three months, james. >> sure. and i'm bullish from here to the end of the year on tech. but i think next week we'll take a break. i wouldn't be long apple, wouldn't be long microsoft.. if you're interested in doing short-term trades into earnings, i...
783
783
Jul 15, 2009
07/09
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and technology, altera, one of them amp the bell xilinx. >> and this is a strong tech sector which really i think gave a lot of strength to the overall market. you have to say intel is probably the key story today. >> because we have positive news today through the course of the morning, but futures were higher from the minute we came in. a lot of it because of what happened with intel. not just a tech sector on the move this morning. we have other notable movers as well. shares of abbott labs are under a little bit of pressure this morning. coming despite the fact that the company actually posted earnings in line with expectations. revenue was just slightly short of expectations, but most of the major drugs came in with numbers that were right in line. hue mara, the big drug there. conference call going on now. mike huckman is listening in and will bring updates or news that comes out of that conference. >> you know the state of newspapers. on the deathbed, supposedly. for the most part they are on a deathbed. big on a percentage basis. largest u.s. newspaper publisher did much better th
and technology, altera, one of them amp the bell xilinx. >> and this is a strong tech sector which really i think gave a lot of strength to the overall market. you have to say intel is probably the key story today. >> because we have positive news today through the course of the morning, but futures were higher from the minute we came in. a lot of it because of what happened with intel. not just a tech sector on the move this morning. we have other notable movers as well. shares of...