Post Profile






Apple’s Next: It’s All Priced into Component Makers, Says Summit Redstone

Chip content in the various new models of iPhone will be good for suppliers such as Broadcom and Qorvo, although it is mostly priced into their stocks, says Summit Redstone chip analyst Jagadish Iyer. He likes memory-chip makers Micron and Western Digital, given the rising memory content in the devices.
read more

share

Related Posts


Tech Today: Apple in Enterprise, CES Auto Show, Arista Falls

Business & Finance / Investing : Tech Trader Daily

Here are some things going on today in your world of tech: Analysts are poring over what they saw at last week’s CES trade show in Las Vegas. Summit Redstone‘s Jagadish Iyer writes that automotive applications were “the biggest crow...

Qorvo, Knowles Can Get a Short-Term Lift Despite iPhone Troubles, Says Rosenblatt

Business & Finance / Investing : Tech Trader Daily

Rosenblatt Securities analyst Jun Zhang, who had previously warned of sluggish iPhone sales, today writes positively of select suppliers to Apple (AAPL), such as Qorvo (QRVO), given that the next model of iPhone, presumably an “iPho...

Micron: Redstone Says Short it; Margin Recovery a Ways Away

Business & Finance / Investing : Tech Trader Daily

Shares DRAM and NAND chip maker Micron Technology (MU) are down 42 cents, or 2%, at $18.74, after Jagadish Iyer with Redstone Technology Research cut his rating on the stock to “Short” from Neutral, with a price target of $13, down ...

Lam, AMD, Applied Tops in Redstone’s Upbeat Chip Outlook

Business & Finance / Investing : Tech Trader Daily

Summit Redstone chip analyst Jagadish Iyer today offered up his summary of the best ideas among the group for 2017, as he sees it, singling out Advanced Micro Devices (AMD), Lam Research (LRCX), and Applied Materials (AMAT) as top B...

Universal Display’s Pricey Stock Faces Patent Expiration, Competition, Says Summit Redstone

Business & Finance / Investing : Tech Trader Daily

Shares of organic light-emitting diode technology maker Universal Display (OLED) are up 40 cents at $121.70 after Summit Redstone’s Jagadish Iyer this morning initiated coverage of the stock with a Hold rating, and a $95 price targe...

Comments


Copyright © 2016 Regator, LLC