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Maxim Sees Broad-based Strength – Analyst Blog

Zacks Market Commentaries (November 4th, 2009) Writes:
Maxim Integrated Products Inc.’s (MXIM) first quarter earnings beat consensus estimates by a penny. Revenue was over the high-end of management’s guidance range of $415-445 million, or a sequential increase of 5-13%. Revenue Revenue of $449.2 million was up 13.9% sequentially and down 10.4% year over year. The sequential strength in demand was reflective of the rebound in the semiconductor sector and follows stronger results reported by other chip companies, such as Linear Technology (LLTC), Intel Corp. (INTC), Advanced Micro Devices (AMD) and Texas Instruments (TXN). Revenue by End Market The computing market generated 25% of revenue, up 13.9% sequentially and down 20% year over year. Revenue benefited from sequential strength in the server, financial terminals and notebook segments. The consumer market generated 33% of revenue, up 17.4% sequentially and 5.6% year over year. ...

Four Companies Set to Profit from a Federal Cash Injection

Contrarian Profits (September 30th, 2009) Writes:

What do Cisco Systems (Nasdaq: CSCO), IBM (NYSE: IBM), AT&T (NYSE: T) and Intel (Nasdaq: INTC) all have in common?

The obvious answer is that they’re four of the most successful technology companies on the planet.

But they’re also heavily involved in the modernization plans for America’s “Smart Grid” – a topic I introduced in a previous column.

Make no mistake, with a decade-long project as monumental as modernizing the country’s “Smart Grid,” the devil is truly in the details. And the Commerce Department released the finer details of the initiative last week.

Until now, one of the big problems with the “Smart Grid” was the lack of set standards. Without them, each power company would be free to do as it pleases, resulting in a hodge-podge of small grids that, in all likelihood, wouldn’t work together.

To put this in perspective, just imagine how well

...

America’s Smart Grid: Four Companies Set to Profit from a Federal Cash Injection

Investment U (September 30th, 2009) Writes:

America’s Smart Grid: Four Companies Set to Profit from a Federal Cash Injection

by David Fessler, Advisory Panelist

What do Cisco Systems (Nasdaq: CSCO), IBM (NYSE: IBM), AT&T (NYSE: T) and Intel (Nasdaq: INTC) all have in common?

The obvious answer is that they’re four of the most successful technology companies on the planet.

But they’re also heavily involved in the modernization plans for America’s “Smart Grid” – a topic I introduced in a previous column.

Make no mistake, with a decade-long project as monumental as modernizing the country’s “Smart Grid,” the devil is truly in the details. And the Commerce Department released the finer details of the initiative last week.

Until now, one of the big problems with the “Smart Grid” was the lack of set standards. Without them, each power company would be free to do

...

TIE Technologies Signs Satellite Simplex Data Agreement With Globalstar

Stuart Smith (September 3rd, 2009) Writes:

NEW YORK, Sept. 3, 2009 (GLOBE NEWSWIRE) — TIE Technologies, Inc. (Pink Sheets:TTCS), a leading developer of advanced communication technologies designed to improve connectivity, productivity, and communication, today announced it has signed a Value Added Reseller agreement with Globalstar, Inc., (Nasdaq:GSAT), a world leader in providing mobile satellite voice and data services to business, governments and consumers.

TIE Technologies plans to integrate the coverage and service offered by the Globalstar Simplex data network into its virtual gateway, providing worldwide data communications and specific asset tracking solutions. These solutions will allow customers to track their assets using the Globalstar satellite network and TIE’s Point B Telematics software.

The Globalstar Simplex data offering is an affordable and highly reliable one-way satellite data service that permits customers to use satellite modems and integrated back office management solutions to track mobile assets — such as vehicles, trailers, cargo containers and maritime vessels, using

...
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Octus Energy Adds Top-Tier Technology and Energy Executives to Its Senior Management Team

Stuart Smith (May 27th, 2009) Writes:

DAVIS, CA — (Marketwire) — 05/27/09 — Octus Energy (OTCBB: OCTI) (www.octusenergy.com) today announced the addition of two senior executives to its management team, amplifying the company’s pursuit to commercialize its full-scale Smart Energy Platform. Joining the company are Mike McConnell as Manager, Business Development, and John Mattice as Manager, Energy Efficiency Projects.

“Mike and John bring decades of success in the creation, management and leadership of high-tech and energy companies,” said Octus CEO Chris Soderquist. “With their participation we intend to catalyze the introduction of the Octus Smart Energy Platform (OctusSEP) and initiate the development of smart energy projects throughout the United States. OctusSEP is being designed to take full advantage of the immediate opportunity to monetize energy efficiency.”

McConnell has more than 25 years’ experience in high technology. He was a founder and served as CEO and Vice President of Strategic Marketing for KeyEye Communications, a

...

Amphenol Surviving Downturn – Analyst Blog

Zacks Market Commentaries (March 3rd, 2009) Writes:
Highlights include Amphenol Corp. (APH), Molex Inc. (MOLX) and Tyco Electronics Ltd. (TEL).Amphenol Corp. Surviving a Depressed EMS EnvironmentCompanies in the electronics supply chain have probably seen one of the worst 4th quarters in a long time, and it appears Q1 is not expected to fare so well. Overall, current expectations for 2009 revenues declines for companies in the Electronic Manufacturing Services (EMS) Sector is averaging in the 18%-20% range, compared to earlier projected declines of 12%-14%.Amphenol Corp. (APH, Buy), a manufacturer of connectors and interconnecting systems that are used primarily to conduct electrical and optical signals for a wide range of sophisticated electronic applications, is not an exception. However, we think that the company has fared better than its peers in 2008, mainly due to the company's strong military/aerospace exposure, market share gains, strong acquisition capabilities and cost ...

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