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RIR Publication Archives: 2016 and Earlier

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Table of Contents

A. Full List of RIR Newsletters & Company Reports

  1. Market Updates, Company & Tech Reports
  2. Earnings Previews and Earnings Reviews
  3. Reflections by Paul McWilliams

B. RIR’s Tech Topics

  1. Software Defined Networking (SDN) & Network Function Virtualization (NFV)
  2. Cloud Computing

C. RIR’s Universe of Stocks: Company Reports

D. ETF Coverage

E. Videos & Audios

 

Publications on this page are indexed by Subject  and Company, and can be found under multiple headings.

See also:

 

A. RIR’s  Newsletters & Company Reports

.

A1. Market Updates, Company & Tech Reports

 

Finisar Update by Paul McWilliams 12.17.2016 (FNSR)

Finisar & QUIK 12.17.2016 (FNSR, QUIK)

Arista vs Cisco Updated 12.15.2016 (ANET, CSCO)

Tech Tidbits 12.7.2016 (ANET, BAC, CAVM, INTC, QCOM)

Node Games & HDR InfiniBand 11.28.2016 (INTC, MLNX, TSM, ORCL)

MA/COM Acquires AMCC Deal Slides by MA/COM 11.21.2016 (MTSI, AMCC)

A High Level Look at Market Catalysts 11.18.2016 (US Dollar, Interest Rates, IBB, Small Caps)

Cisco Systems Review 11.17.2016 (CSCO, ANET, JNPR, IBM)

Two Nuggets on QUIK 11.10.2016 (QUIK)

Buy the Election Dip 11.9.2016 (ADI, ANET, CAT, EPD, GD, LLTC, LMT, TXN et al)

RIR Quick Hits 11.8.2016 (China, US. Fed, US Stock Markets, Gold)

Broadcom’s Tomahawk II Samples 10.30.2016 (AVGO, MLNX, CAVM, Barefoot)

Maxim Integrated Products & Note 7 Cancellation 10.21.2016 (MXIM, Samsung)

Catapult v2 & Acceleration Solutions 10.18.2016 (MSFT, INTC, MLNX, NVDA)

MSFT Paper on Configurable Cloud Architecture 10.18.2016

IBM OpenCAPI vs PCI Express in Chip Interconnects 10.14.2016 (IBM, MLNX, INTC, AMD)

Gold 10.10.2016 (Spot Gold Prices)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

MLNX Linley Presentation on new Innova Security Card 9.28.2016 (MLNX)

MLNX:  Why is it lagging? 9.21.16 (MLNX)

Arista Networks Short Update 9.19.16 (ANET)

RIR Core Holding Updates 9.17.2016  (ANET, INTC, EPD)

US Stock Markets – How Strong are they? 9.12.2016  (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

News & Notes 9.7.16 (ANET, INTC, MRVL, QUIK, VNRX)

News & Notes 8.24.16  (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

VolitionRx – A New Biotech Speculation 8.17.16 (VNRX, EXAS)

AMD Backs Away from ARM & Some Optical Stocks 8.12.16 (AMD, ARMH, INTC, IPHI, NPTN, ACIA, FNSR)

Morgan Stanley Report on Internet of Things 8.10.16 (ARMH, CY, Infineon, MCHP, NXPI, STM, TXN)

RIR Stock Coverage List as of 8.1.16 (Closing Prices as of 8.1.16)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16  (QUIK, INFN, JNPR, MLNX, INTC)

Update on Skyworks (SWKS) 7.12.16  (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

INTC Technology Update DPDK and OPA 7.7.16  (AVGO, CAVM, INTC, MLNX, NXPI)

Market Thoughts 7.6.16 (S&P 500, ANET, INTC, QUIK, Brexit, China)

Morgan Stanley Semiconductor Review 6.29.16 (AVGO, QRVO, SWKS)

Updates on INFN MU & IBB 6.21.16 (IBB, INFN, MU)

Brexit Guarantees Nothing 6.14.16  (IEV)

Analysis of NXP Divestiture of its Standard Products Unit to JAC 6.14.16  (NXPI)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks – LITE, FNSR, FN, MTSI)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, NVDA, QCOM, XLNX)

Monday Morning Musings 5.23.16  (AAPL, MLNX, QCOM)

RIR Covered Companies & Recommendations: Updated, 5.20.16 (RIR’s covered companies)

Cisco Eclipsed 5.17.16  (CSCO, AMZN, MSFT, JNPR, Dell, T, VZ)

Monday Morning Musings 5.16.16  (AAPL, CGEN, IBB, Major Market Averages, Gold, Oil, Dollar)

AMCC X-Gene Challenges Xeon E5 by Linley Gwennap April 2016 (AMCC, INTC)

India and Juniper 4.12.16  (AVGO, EPI IIF, INDA, INFN, INTC, JNPR, MLNX)

Monday Musings 4.11.16  (INTC, MDXG, MRVL, CGEN, DRWI)

1Q-2016 Market Index Update 4.4.16 (Dow, NASDAQ, S&P, Russell, US, Dollar Biotech, etc)

RIR Covered Companies & Recommendations 3.31.16 (MU and XLNX Added)

Programmable Logic Devices Update by Paul McWilliams 3.31.16  (INTC, QUIK, XLNX)

QUIK, MVIS, Oil and Markets: A Short Note 3.17.16 (ANET, EPD, QUIK, MVIS)

Arista and MSFT’s SONiC 3.15.16 (ANET, MSFT)

Jefferies Report on ANET 3.14.16  (ANET)

Friday Notes 3.11.16  (ANET, DXJ, EWP, FNSR, IEV, IIF, MLNX, QUIK)

Correspondence Between EZCH and SEC About ZTE business in 2015  (MLNX)

Interconnects in Data Centers by Sanjay Sethi 3.3.16  (Research and Resource)

Why the Fed Will Still Raise Rates in 2016, 3.2.16 (BAC, KRE)

RIR Coverage Universe Revenue Trends as of 2.29.16  (RIR covered companies as of 8 am EST)

TSEM Review of 2015, 2.25.16  (TSEM)

Morning Notes 2.23.16  (MLNX, EZCH, QUIK, ANAD)

Arista and So Long EZCH 2.19.16  (ANET, CSCO, EZCH, MLNX)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

INTC Omni-Path vs InfiniBand and MLNX 2.16.16  (INTC, MLNX)

ARM vs INTC in Data Centers by Paul McWilliams 2.13.16 (AMCC, INTC, AMD, VMW, ARMH)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO, SWKS)

QRVO Changed to Hold 2.5.16 (QRVO, SWKS)

Will GOOG’s Endorsement of QCOM’s Server CPU Hurt INTC? 2.4.16 (QCOM, GOOG, INTC, MLNX, XLNX)

Market Review of January 2016 2.3.16 (US Major Stock Indices, IBB, SOX)

QUIK Preview and Needham Review by Bob West 2.1.16 (QUIK)

Quicklogic Needham Presentation 1.13.16 (QUIK, read with Bob West’s report, above)

EPD, SWKS & Tidbits 1.29.16 (EPD, SWKS, QUIK)

Brief Notes on 3 Companies 1.27.16  (AAPL, BAC, LLTC)

Market Commentary Pre-Open 1.20.16  (US Stock Markets, AVGO, INTC, LLTC, MLNX, SWKS)

INTC 2015 Review by Paul McWilliams 1.18.16  (ALTR, INTC, MU, QCOM)

Data Center Memories by Paul McWilliams from 2009  (Review for Paul’s 1.18.16 INTC Report)

Short Seller Report on TowerJazz 1.15.16 (TSEM)

News and Notes 1.15.16 (INTC, S&P 500)

News and Notes 1.13.16  (AVGO, QRVO, SWKS, High Yield Energy Debt)

Market Commentary 1.12.16 (US Markets, China, Russell 2000, SWKS)

EZCH: Time to Say Good-Bye 1.11.16  (ANET, EPD, EZCH, INTC, MLNX, MRVL)

Market Commentary 1.6.16 (AAPL, QUIK, US Markets)

RIR 2015 Review Part II Appendix with Data Tables 1.5.16

RIR 2015 Review Part II – Introduction 1.5.16 (BAC, EZCH, JNPR, MDXG)

RIR Annual Review for 2015 Part I  1.4.16 (US Markets, DXJ, IEV, EWP, IIF, China, Japan)

Subscriber Q&A 12.29.15 (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

EZCH MLNX Analysis 12.22.15 (EZCH, MLNX, PMCS)

News and Notes 12.14.15 (US Stock Markets, CGEN, EZCH, QUIK)

News and Notes 12.8.15 (ANAD, EPD, HLIT)

EPD 12.7.15 (EPD, KMI)

AVGO, EPD, EZCH, DRWI 12.3.15 (AVGO, DRWI, EPD, EZCH, MLNX)

November 30th Notes 11.30.15 (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15 (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

EZCH After the Meeting 11.13.15 (EZCH, MLNX, CSCO)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

The I’s Have It. IDTI, INFN, IPHI 10.28.15 (IDTI, INFN, IPHI)

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

QUIK & DRWI Earnings Briefs 10.14.15 (QUIK, DRWI, Samsung)

Fab FUD by Paul McWilliams 10.12.15 (AAPL, INTC, TSMC, Samsung, GlobalFoundries)

Monday Morning Notes 10.12.15 (ANET, EMC, EZCH, PANW, QUIK, VMW)

Brief Notes 10.1.15 (EZCH, QUIK, EPD)

EZCH Sold to Mellanox 9.30.15 (EZCH, INTC, MLNX)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Some Early Week Thoughts 9.21.15 (FNSR, the Fed, the U.S. Stock Markets)

MRVL and ANET Updates 9.15.15  (MRVL, ANET)

FNSR 1Q-FY16 Review by Rick Neaton 9.15.15  (FNSR, LITE)

FNSR 1Q FY-16 Review by Paul McWilliams 9.14.15  (FNSR)

QUIK: Roth Capital Partners Report 9.14.15 (QUIK)

Skylake – INTC’s New 14nm Product 9.9.15 (INTC, MSFT)

Weekly Preview 8.31.15  (US Markets, ALTR, EZCH, FNSR, INTC, SWKS)

EZCH Follows Semiconductor Paradigm by Paul McWilliams 8.26.15 (EZCH)

Review of US Stock Market Close 8.25.15 after 4pm  (US Stock Market Indices)

Current Market Conditions 8.25.15 (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

Weekly Review 8.21.15 (US Stock Markets, MRVL, ANAD and ETFs)

QUIK: The Rest of the Story by Paul McWilliams 8.9.15 (QUIK)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Update on EU & Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

A Primer on the Greek Crisis 6.29.15

Greece and Stock Markets 6.28.15 (IEV, EWP)

Greece, MU & QUIK 6.26.15  (EWP, IEV, MU, QUIK)

Infinera: Initiate Coverage 6.22.15  (INFN, FNSR, EZCH, CAVM)

INTC Acquires ALTR, Plus EZCH, QUIK & ANAD 6.10.15 (INTC, ALTR, EZCH, QUIK, ANAD)

Power – Elephant in the Room, Bob West, QUIK at SID Conf. 6.9.15 (QUIK)

General NASDAQ Comment plus Buy EWP 6.1.15 (ALTR, EZCH, CSCO, INTC, IBB, EWP, NDX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Core Holdings 5.19.15 (EZCH, EPD, INTC)

QUIK Post Q4 FY14 Visit by Bob West, 4.27.15 (QUIK)

Nokia-ALU Merger & DRWI: More Thoughts, 4.15.15 (DRWI, EZCH, ALU, NOK)

Nokia-ALU Merger & DRWI: Thoughts, 4.14.15 (DRWI, ALU, ERIC, NOK)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

CSCO-Embrane, EZCH-Swoons 4.1.15 (CSCO, EZCH, VMW)

Uncertainty Certainty Followup 3.30.15 (QUIK, ALTR, INTC, EZCH, MSFT)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Silicon in Cloud Computing Pt II 3.25.15 (AMCC, AMZN, EZCH, INTC, BRCM, CAVM, ARMH, QCOM)

MVIS DRWI SWKS QRVO 3.19.15 (MVIS, DRWI, SWKS, QRVO)

EZCH Price Action 3.19.15 (EZCH, CAVM, BRCM)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

EZCH Tile Mx 100 2.16.15 (EZCH, CAVM, INTC)

Odds and Ends 2.10.15 (QCOM, PMCS, CGEN, EZCH, IPHI, ALTR, XLNX)

Answering Some Questions 1.29.15 (ANAD, ALTR, ANAD, AUDC, EZCH, EPD, INTC, LSCC, SIMG, QUIK, XLNX, TWER, TSM, MOSY)

QUIK Update by Bob West 1.29.15 (QUIK, ARMH, Samsung)

Shift Happens by Paul McWilliams 1.22.15

EZCH Adds an IR Director 1.21.15 (EZCH)

Sell MDXG 1.2.15 (MDXG)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD, ANAD)

Back to Top


.

A2. Earnings Previews and Reviews

Earnings reports are also displayed by company in Section C, Universe of Stocks: Company Reports.

 

Finisar 2Q-FY 2017 Earnings Review 12.11.2016 (FNSR, AVGO)

Broadcom Ltd 4Q-FY 2016 Earnings Preview 12.6.2016 (AVGO, MLNX)

Finisar 2Q-FY 2017 Earnings Preview 12.2.2016 (FNSR)

TowerJazz Semi 3Q-16 Earnings Note 11.16.2016 (TSEM)

Qorvo 3Q-CY16/2Q-FY17 Earnings Report 11.15.2016 (QRVO, SWKS, AAPL, Huawei)

Inphi 3Q-2016 Earnings Review 11.11.2016 (IPHI, MLNX, MSFT)

ANET 3Q-2016 Earnings Review 11.10.2016 (ANET, CSCO)

MLNX 3Q-16 Earnings Review Updated for 10-Q Filing 11.4.2016 (MLNX, INTC)

QUIK 3Q-2016 Earnings Review 11.3.2016 (QUIK, BABA)

QUIK 3Q-2016 Earnings Preview 10.31.2016 (QUIK)

Mellanox 3Q-2016 Earnings Review 10.28.2016 (MLNX, INTC)

Earnings Review Digest 10.27.2016 (AAPL, ADI, JNPR, LLTC)

Texas Instruments 3Q-2016 Earnings Review 10.27.2016 (TXN)

INFN 3Q-2016 Earnings Review 10.27.2016 (INFN)

XLNX 1H-FY 2017 Review 10.20.2016 (XLNX, AVGO, QCOM, MLNX)

Intel (INTC) 3Q-2016 Earnings Review 10.19.2016 (INTC)

INTC 3Q-2016 Earnings Preview 10.17.2016 (INTC)

INFN 3Q-16 Earnings Preview 9.22.16 (INFN)

FNSR 1Q-FY 2017 Earnings Review 9.14.16 (FNSR)

Finisar (FNSR) 1Q-FY 2017 Earnings Preview 9.6.16 (FNSR, FN, MTSI, OCLR)

Broadcom Ltd (AVGO) 3Q-FY 2016 Earnings Review 9.2.16 (AVGO, ANET, MLNX, AAPL)

ANET 2Q-2016 Earnings Review 8.10.16 (ANET, CSCO, SANM)

QUIK 2Q-2016 Earnings Review 8.4.16 (QUIK, Samsung)

QRVO 2Q-CY 2016 Earnings Review 8.3.16 (QRVO, SWKS)

IDTI 2Q-CY 2016 Earnings Review 8.2.16 (IDTI, INTC)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16  (QUIK, INFN, JNPR, MLNX, INTC)

INFN 2Q 2016 Earnings Review 7.28.16 (INFN)

Earnings Review Digest 7.27.16  (AAPL, CAVM, JNPR, LLTC, MTSI)

MLNX 2Q-16 Earnings Review 7.25.16 (MLNX)

INTC 2Q-2016 Earnings Review 7.25.16 (INTC, MLNX)

MLNX 2Q-16 Earnings Preview 7.20.16 (MLNX, INTC)

INTC 2Q-2016 Earnings Preview Note 7.19.16 (INTC)

Update on Skyworks (SWKS) 7.12.16  (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

FNSR 4QFY 2016 and FY 2016 Review 6.17.16 (FNSR, VZ)

FNSR 4Q-FY2016 Earnings Preview 6.13.16  (FNSR, OCLR, FN, MTSI)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Review 6.3.16  (AVGO, INTC, QRVO, SWKS)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Preview 6.2.16  (AVGO)

HLIT 1Q-CY 2016 Earnings Review 5.11.16  (HLIT)

TSEM 1Q-16 Earnings Review 5.9.16  (TSEM, TSM, TXN)

ANET, QRVO, QUIK Earnings Review 5.6.16 (ANET, CSCO, QRVO, QUIK)

QUIK 1Q-2016 Earnings Review 5.5.16 (QUIK)

IDTI Earnings Review 5.3.16  (IDTI, INTC)

AMCC 1Q-CY2016 Earnings Report 5.1.16 (AMCC, INTC, QCOM)

QUIK 1Q-2016 Earnings Preview 5.1.16 (QUIK)

SWKS 1Q-CY16 (aka 2Q-FY16) Earnings Note 4.29.16  (SWKS)

IPHI 1Q-CY 2016 Earnings Note 4.29.16 (IPHI, INTC, MTSI)

TXN 1Q-2016 Earnings Note 4.28.16  (TXN, LLTC)

XLNX 1Q-CY 2016 and FY 2016 Review 4.28.16 (XLNX, AVGO, QCOM)

CAVM 1Q-2016 Earnings Review 4.28.16 (CAVM, CSCO, Nokia)

INFN 1Q-16 Earnings Review 4.28.16 (INFN, JNPR)

M/A-COM (MTSI) 1Q-CY2016 Earnings Review 4.28.16 (MTSI)

AAPL 1Q-CY2016 Earnings Review 4.27.16 (AAPL)

MDXG 1Q-16 Earnings Review 4.26.16 (MDXG)

Earnings Expectations Tables for Week of April 25, 16, 4.25.16 (AAPL, CREE, INFN, IPHI MTSI, SWKS et al)

MLNX: Supplemental Analysis of 1Q-16 Earnings 4.20.16 (MLNX, INTC, HP)

Earnings Reviews from April 19 & 20, 4.21.16 (INTC, LLTC, MLNX, QCOM)

Earnings Previews for April 20, 4.19.16 (MLNX, QCOM, QUIK, AAOI, INTC)

IBM Earnings Review Note 4.19.16 (IBM, INTC, ARMH)

Earnings Previews for April 18 & 19, 4.18.16 (IBM, LLTC, ISRG, INTC)

INTC 1Q-2016 Earnings Preview 4.15.16  (INTC)

CREE 3Q-FY 2016 Earnings Preview 4.7.16  (CREE)

FNSR 3Q-FY 2016 Earnings Preview 3.10.16 (FNSR)

Company Notes 2.18.16 (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

QuickLogic 4Q & 2015 Earnings Review 2.13.16 (QUIK)

QUIK 4Q-2015 Earnings Preview 2.6.16 (QUIK)

TXN Review of 2015 Earnings 1.28.16 (TXN)

QCOM Review of 2015 Earnings 1.28.16  (QCOM)

CAVM Review of 2015 Earnings Results 1.28.16  (CAVM, CSCO, NOK, AMZN)

MLNX Review of 2015 Earnings 1.27.16 (MLNX, EZCH, CSCO, INTC, QLGC, QCOM)

Brief Notes on 3 Companies 1.27.16   (AAPL, BAC, LLTC)

XLNX 2015 Review 1.26.16  (XLNX, INTC, ARMH, IBM)

Earnings Preview Digest II for Jan. 20, 1.20.16  (FFIV, KMI, XLNX)

Earnings Preview Digest I for Jan. 20, 1.19.16  (AMD, BAC, CREE, IBM, LLTC)

INTC 2015 Review by Paul McWilliams 1.18.16  (ALTR, INTC, MU, QCOM)

INTC 4Q-2015 Earnings Preview 1.12.16  (INTC)

FNSR 2Q-FY 2016 Earnings Review 12.12.15  (FNSR)

FNSR 2Q FY 2016 Earnings Preview 12.8.15  (FNSR, LITE)

Post-Earnings Notes: ANET, QRVO, SWKS 11.6.15 (ANET, QRVO, SWKS)

QUIK 3Q-15 Review 10.29.15  (QUIK, AAPL, Samsung)

The I’s Have It. IDTI, INFN, IPHI 10.28.15 (IDTI, INFN, IPHI)

TXN 3Q-FY15 Earnings Review 10.23.15 (TXN)

MLNX 3Q-FY15 Earnings Review 10.22.15  (MLNX, INTC, EZCH, QCOM)

CREE 1Q-FY16 Earnings Review 10.21.15  (CREE)

BAC 3Q-FY15 Earnings Review 10.16.15 (BAC)

XLNX 2Q-FY16 Earnings Review 10.15.15 (XLNX, INTC, ALTR)

QUIK & DRWI Earnings Briefs 10.14.15 (QUIK, DRWI, Samsung)

INTC 3Q-FY15 Earnings Review 10.14.15 (INTC, ALTR)

INTC 3Q-FY15 Earnings Preview 10.13.15 (INTC)

FNSR 1Q-FY16 Review by Rick Neaton 9.15.15 (FNSR, LITE)

FNSR 1Q FY-16 Review by Paul McWilliams 9.14.15  (FNSR)

FNSR 1Q FY-16 Earnings Preview 9.5.15 (FNSR, LITE)

EZCH Q&A Follow-Up 8.13.15  (EZCH, CSCO, CAVM)

EZCH 2Q-15 Earnings Review 8.12.15 (EZCH, CSCO, MRVL)

JDSU Final Report 8.12.15 (JDSU, LITE, VIAV, FNSR)

CREE FY 2015 Earnings Review 8.11.15 (CREE)

EZCH 2Q-15 Earnings Preview 8.10.15 (EZCH, ARRS)

ANAD 2Q-15 Review 8.7.15  (ANAD, ARRS)

ANAD 2Q-15 Preview 8.3.15  (ANAD, HLIT)

QUIK 2Q FY15 Earnings Review 7.30.15 (QUIK, ALTR, INTC)

HLIT 2Q FY Earnings Review 7.28.15 (HLIT)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

QUIK 1Q Review, 2Q FY15 Earnings Preview 7.26.15 (QUIK)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

IBM 2Q 2015 Earnings Review 7.21.15 (IBM)

BAC 2Q-FY 2015 Earnings Review 7.17.15 (BAC)

INTC 2Q-FY 2015 Earnings Review 7.16.15 (INTC)

DRWI 1Q 2016 Earnings Review 7.13.15 (DRWI)

BAC 2Q-2015 Earnings Preview 7.12.15 (BAC)

INTC 2Q-2015 Earnings Preview 7.11.15 (INTC)

FNSR FY 2015 Review 6.20.15 (FNSR)

MRVL 1Q FY 2016 Earnings Review 6.16.15 (MRVL)

FNSR 4Q FY-15 Earnings Preview 6.15.15 (FNSR)

EZCH CSCO Post CC 5.15.15 (EZCH, CSCO)

EZCH CSCO Pre CC 5.13.15 (EZCH, CSCO)

DRWI FY 15 Review 5.12.15 (DRWI, NOK)

EZCH 1Q FY15 Preview 5.11.15 (EZCH, CSCO, JNPR, MRVL)

ANAD 1Q-FY15 Earnings Review 5.11.15 (ANAD)

Double Q’s 5.7.15 (QRVO, QUIK)

ANAD 1Q-2015 Earnings Preview 5.4.15 (ANAD)

JDSU 3Q FY15 Earnings Review 5.2.15 (JDSU, FNSR, LITE)

SWKS 2Q FY15 Earnings Review 5.2.15 (SWKS)

QUIK 1Q FY15 Earnings Review 4.30.15 (QUIK, AAPL, Samsung)

Earnings Preview QUIK NVDO 4.28.15 (QUIK, NVDO)

Earnings Preview AMCC AUDC HLIT IPHI MDXG 4.28.15 (AMCC, AUDC, HLIT, IPHI, MDXG)

Earnings Preview for AAPL MRVL PMCS 4.27.15 (AAPL, MRVL, PMCS)

Earnings Review for FFIV, QCOM, TXN, XLNX 4.22.15 (FFIV, QCOM, TXN, XLNX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

BAC 1Q FY15 Earnings Review 4.17.15 (BAC)

INTC 1Q FY15 Earnings Review 4.15.15 (INTC)

BAC 1Q FY15 Earnings Preview 4.14.15 (BAC)

SNDK 1Q FY15 Earnings Preview 4.13.15 (SNDK)

INTC 1Q FY15 Earnings Preview 4.13.15 (INTC, ALTR)

INTC 1Q 2015 Earnings Preview 3.12.15 (INTC)

QUIK Follow+up 2.6.15 (QUIK, Samsung)

QUIK 4Q FY14 & 2014 Earnings Review 2.5.15 (QUIK, Samsung)

LSCC Q4 2014 Earnings Review 2.4.15 (LSCC, QUIK)

IDTI 3Q FY15 Earnings Review 2.3.15 (IDTI)

JNPR 4Q 2014 Earnings Review 2.3.15 (JNPR, EZCH, CSCO)

QRVO 4Q 2014 Earnings Review 2.2.15 (QVRO, SWKS)

AVNW 2Q FY15 Earnings Review 1.30.15 (AVNW)

HLIT 4Q 2014 Earnings Review 1.30.15 (HLIT)

TXN 4Q 2014 Earnings Review 1.29.15 (TXN)

MSFT 2Q FY15 Earnings Review 1.27.15 (MSFT)

SWKS 1Q FY15 Earnings Review 1.26.15 (SWKS, QUIK)

ALTR 4Q 2014 Earnings Review 1.23.15 (ALTR, INTC, XLNX, CSCO, EZCH, CAVM)

XLNX 3Q FY15 Earnings Review 1.23.15 (XLNX, TSM, ALTR)

SNDK 4Q 2014 Earnings Review 1.22.15 (SNDK)

Earnings Not Good 1.22.15 (FFIV, SNDK, XLNX)

CREE 2Q FY15 Earnings Review 1.21.15 (CREE)

INTC 4Q 2014 Earnings Review 1.16.15 (INTC, TSM, Samsung)

DRWI 3Q FY15 Review 1.15.15 (DRWI)

INTC 2014 Review & Looking Ahead 1.12.15 (INTC)

QUIK Review & 4Q Earnings Preview 1.10.15 (QUIK, Samsung)

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A3. Reflections by Paul McWilliams

 

Finisar Update by Paul McWilliams 12.17.2016 (FNSR)

Programmable Logic Devices Update by Paul McWilliams 3.31.16  (INTC, QUIK, XLNX)

ARM vs INTC in Data Centers by Paul McWilliams 2.13.16 (AMCC, INTC, AMD, VMW, ARMH)

INTC State of Tech Report January 2012 (INTC, ARM, Amdahl’s Law)

INTC 2015 Review by Paul McWilliams 1.18.16  (ALTR, INTC, MU, QCOM)

Data Center Memories by Paul McWilliams from 2009 (Review for Paul’s 1.18.16 INTC Report)

Fab FUD by Paul McWilliams 10.12.15  (AAPL, INTC, TSMC, Samsung, GlobalFoundries)

FNSR 1Q FY-16 Review 9.14.15 (FNSR)

EZCH Follows Semiconductor Paradigm 8.26.15 (EZCH)

QUIK: The Rest of the Story by Paul McWilliams 8.9.15 (QUIK)

The Micro-Power Revolution 3.31.15 (AAPL, ARMH, QUIK)

Transistor Economics 3.17.15 (INTC, TXN, ARMH, EZCH, QUIK)

Shift Happens Macro Economic View 1.22.15

NI Paradigm Paper Trends Favor Contract Manufacturing 12.15.2008

NI Paradigm Paper Trends Favor Programmable Logic 1.5.2009

Semiconductor Cycles 2005

Data Center Memories 2009

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B. Tech Topics


.

B1. SDN & NFV Materials

(SDN is “software defined networking” and NFV is “network function virtualization.”)

 

JNPR vSecurity at Infonetics 7.15.15 (JNPR)

Infonetics White Paper on Virtualized Security July, 2015

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

Barclays Emerging Tech US 4.14.15 (ALLT, ARRS, CEVA, GLW, EZCH, FNSR, GPRO, JDSU, MLNX, ORBK, QLGC, RDWR)

Silicon in Cloud Computing Pt II, 3.25.15 (AMZN, EZCH, GOOG, INTC, BRCM, CAVM, AMCC, TXN, ARMH)

Silicon in Cloud Computing Pt I, 3.13.15 (ANET, AMCC, AMZN, BRCM, CAVM, CSCO, EZCH, IBM, INTC, GOOG, MSFT, VMW)

Fog Computing – Cisco & IBM Strike Back at Open Everything 12.9.14 (ANET, BRCM, CAVM, CSCO, EZCH, INTC, QCOM)

Broadcom at Linley June 2014 (BRCM)

Cavium and NFV June 2014 (CAVM)

ETSI White Paper on NFV Oct. 2012 (European Telecommunications Standards Institute)

ETSI White Paper No.2 on NFV Oct. 2013 (European Telecommunications Standards Institute)

ETSI Proposed Uses for NFV (European Telecommunications Standards Institute)

EZCH and Stateful Flows in NFV at Linley Oct. 2014 (EZCH)

EZCH NPS-400 and NFV June 2014 (EZCH)

Huawei Looks at NFV June 2014 (Huawei)

SDN and NFV Trends June 19, 2014 (By Rick Neaton)

Trends in Merchant Silicon & Embedded Processors June 22, 2014 (By Rick Neaton)

AT&T Domain 2.0 White Paper Nov. 2013 (T)

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B2. Cloud Computing

.

MSFT Paper on Configurable Cloud Architecture 10.18.2016

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

CSCO Embrane, EZCH Swoons 4.1.15 (CSCO, VMW, EZCH)

Silicon in Cloud Computing Pt II, 3.25.15 (AMZN, EZCH, GOOG, INTC, BRCM, CAVM, AMCC, TXN, ARMH)

Silicon in Cloud Computing Pt I, 3.13.15 (IBM, MSFT, AMZN, CSCO, INTC, ANET, AMCC, GOOG, BRCM, CAVM, EZCH)

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C. RIR Universe of Stocks: Company Reports

(Reports from 2016 and earlier are listed under individual companies, in alphabetical order of their tickers.)

 

AAPL

Qorvo 3Q-CY16/2Q-FY17 Earnings Report 11.15.2016 (QRVO, SWKS, AAPL, Huawei)

Earnings Review Digest 10.27.2016 (AAPL, ADI, JNPR, LLTC)

Broadcom Ltd (AVGO) 3Q-FY 2016 Earnings Review 9.2.16 (AVGO, ANET, MLNX, AAPL)

Earnings Review Digest 7.27.16 (AAPL, CAVM, JNPR, LLTC, MTSI)

Update on Skyworks (SWKS) 7.12.16  (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

Monday Morning Musings 5.23.16 (AAPL, MLNX, QCOM)

Monday Morning Musings 5.16.16 (AAPL, CGEN, IBB, Major Market Averages, Gold, Oil, Dollar)

AAPL 1Q-CY2016 Earnings Review 4.27.16 (AAPL)

Brief Notes on 3 Companies 1.27.16 (AAPL, BAC, LLTC)

Market Commentary 1.6.16 (AAPL, QUIK, US Markets)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

Fab FUD 10.12.15 by Paul McWilliams  (AAPL, INTC, TSMC, Samsung, GlobalFoundries)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Earnings Preview AAPL MRVL PMCS 4.27.15 (AAPL, MRVL, PMCS)

The Micro-Power Revolution, Paul McWilliams, 3.31.15 (AAPL, ARMH, QUIK)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD, ANAD)

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ADI

Buy the Election Dip 11.09.2016 (ADI, ANET, CAT, EPD, GD, LLTC, LMT, TXN et al)

Earnings Review Digest 10.27.2016 (AAPL, ADI, JNPR, LLTC)

 

ALTR

(ALTR was acquired by INTC.)

INTC 2015 Review by Paul McWilliams. 1.18.16  (ALTR, INTC, MU, QCOM)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

INTC 3Q-FY15 Earnings Review 10.14.15 (INTC, ALTR)

Weekly Preview 8.31.15  (US Markets, ALTR, EZCH, FNSR, INTC, SWKS)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

QUIK 2Q FY15 Earnings Review 7.30.15 (QUIK, ALTR, INTC)

INTC Acquires ALTR, plus EZCH, QUIK and ANAD 6.10.15 (INTC, ALTR, EZCH, QUIK, ANAD)

General NASDAQ Comment plus Buy EWP 6.1.15 (ALTR, EZCH, CSCO, INTC, IBB, EWP, NDX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

Uncertainty Certainty Followup 3.30.15 (QUIK, ALTR, INTC, EZCH, MSFT)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Odds & Ends 2.10.15 (QCOM, PMCS, CGEN, EZCH, IPHI, ALTR, XLNX)

Answering Some Questions 1.29.15 (LSCC, SIMG, QUIK, ALTR, XLNX, TWER, INTC, TSM, ANAD, AUDC, MOSY, EZCH, EPD)

ALTR 4Q 2014 Review 1.23.15 (ALTR, INTC, XLNX, CSCO, EZCH, CAVM)

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AMCC

(AMCC was acquired by MTSI.)

MA/COM Acquires AMCC Deal Slides by MA/COM 11.21.2016 (MTSI, AMCC)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

AMCC 1Q-CY2016 Earnings Report 5.1.16  (AMCC, INTC, QCOM)

AMCC X-Gene Challenges Xeon E5 by Linley Gwennap April 2016  (AMCC, INTC)

ARM vs INTC in Data Centers by Paul McWilliams 2.13.16 (AMCC, INTC, AMD, VMW, ARMH)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

Earnings Preview AMCC AUDC HLIT IPHI MDXG 4.28.15 (AMCC, AUDC, HLIT, IPHI, MDXG)

Silicon in Cloud Computing Pt II, 3.25.15 (AMZN, AMCC, BRCM, EZCH, GOOG, INTC, CAVM, AMCC, TXN, ARMH, QCOM)

Silicon in Cloud Computing Pt I, 3.13.15 (IBM, MSFT, AMZN, CSCO, INTC, ANET, AMCC, GOOG, BRCM, CAVM, EZCH)

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ANAD

(ANAD was acquired by II‐VI Incorporated.)

Morning Notes 2.23.16  (MLNX, EZCH, QUIK, ANAD)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

News and Notes 12.8.15 (ANAD, EPD, HLIT)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15   (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Weekly Review 8.21.15   (US Stock Markets, MRVL, ANAD and ETFs)

ANAD 2Q-FY15 Review 8.7.15  (ANAD, ARRS)

ANAD 2Q-FY15 Preview 8.3.15  (ANAD, HLIT)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

ANAD 2Q-15 Preview 8.3.15  (ANAD, HLIT)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

INTC Acquires ALTR, plus EZCH, QUIK and ANAD 6.10.15 (INTC, ALTR, EZCH, QUIK, ANAD)

RIR Non-Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

ANAD 1Q-FY15 Earnings Review 5.11.15 (ANAD)

ANAD 1Q-15 Preview 5.4.15 (ANAD)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

ANAD 2014 Review & Dark Horse Pick 2.19.15 (ANAD)

ANAD Needham Presentation (ANAD)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, ANAD, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD)

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ANET

Arista vs Cisco Updated 12.15.2016 (ANET, CSCO)

Tech Tidbits 12.7.2016 (ANET, BAC, CAVM, INTC, QCOM)

Cisco Systems Review 11.17.2016 (CSCO, ANET, JNPR, IBM)

ANET 3Q-2016 Earnings Review 11.10.2016 (ANET, CSCO)

Buy the Election Dip 11.9.2016 (ADI, ANET, CAT, EPD, GD, LLTC, LMT, TXN et al)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

Arista Networks Short Update 9.19.16 (ANET)

RIR Core Holding Updates 9.17.2016 (ANET, INTC, EPD)

US Stock Markets – How Strong are they? 9.12.2016  (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

News & Notes 9.7.16 (ANET, INTC, MRVL, QUIK, VNRX)

Broadcom Ltd (AVGO) 3Q-FY 2016 Earnings Review 9.2.16 (AVGO, ANET, MLNX, AAPL)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

AMD Backs Away from ARM & Some Optical Stocks 8.12.16 (AMD, ARMH, INTC, IPHI, NPTN, ACIA, FNSR)

ANET 2Q-2016 Earnings Review 8.10.16  (ANET, CSCO, SANM)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks)

ANET, QRVO, QUIK 5.6.16  (ANET, CSCO, QRVO, QUIK)

QUIK, MVIS, Oil and Markets: A Short Note 3.17.16 (ANET, EPD, QUIK, MVIS)

Arista and MSFT’s SONiC 3.15.16 (ANET, MSFT)

Jefferies Report on ANET 3.14.16  (ANET)

Friday Notes 3.11.16  (ANET, DXJ, EWP, FNSR, IEV, IIF, MLNX, QUIK)

Arista and So Long EZCH 2.19.16  (ANET, CSCO, EZCH, MLNX)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO (back as a buy), SWKS)

EZCH: Time to Say Good-Bye 1.11.16  (ANET, EPD, EZCH, INTC, MLNX, MRVL)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Post-Earnings Notes: ANET, QRVO, SWKS 11.6.15 (ANET, QRVO, SWKS)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

Monday Morning Notes 10.12.15   (ANET, EMC, EZCH, PANW, QUIK, VMW)

MRVL and ANET Updates 9.15.15  (MRVL, ANET)

Current Market Conditions 8.25.15  (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

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AVGO

Finisar 2Q-FY 2017 Earnings Review 12.11.2016 (FNSR, AVGO)

Broadcom Ltd 4Q-FY 2016 Earnings Preview 12.6.2016 (AVGO, MLNX)

Broadcom’s Tomahawk II Samples 10.30.2016 (AVGO, MLNX, CAVM, Barefoot)

XLNX 1H-FY 2017 Review 10.20.2016 (XLNX, AVGO, QCOM, MLNX)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

Broadcom Ltd (AVGO) 3Q-FY 2016 Earnings Review 9.2.16 (AVGO, ANET, MLNX, AAPL)

Update on Skyworks (SWKS) 7.12.16 (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Review 6.3.16 (AVGO, INTC, QRVO, SWKS)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Preview 6.2.16  (AVGO)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

XLNX 1Q-CY 2016 and FY 2016 Review 4.28.16  (XLNX, AVGO, QCOM)

India and Juniper 4.12.16  (AVGO, EPI, IIF, INDA, INFN, INTC, JNPR, MLNX)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

Market Commentary Pre-Open 1.20.16  (US Stock Markets, AVGO, INTC, LLTC, MLNX, SWKS)

News and Notes 1.13.16  (AVGO, QRVO, SWKS, High Yield Energy Debt)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

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AVNW

AVNW 2Q FY15 Earnings Review 1.30.15 (AVNW, DRWI, CRNT)

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BAC

Tech Tidbits 12.7.2016 (ANET, BAC, CAVM, INTC, QCOM)

Why the Fed Will Still Raise Rates in 2016, 3.2.16 (BAC, KRE)

Brief Notes on 3 Companies 1.27.16 (AAPL, BAC, LLTC)

Earnings Preview Digest I for Jan. 20, 1.19.16  (AMD, BAC, CREE, IBM, LLTC)

RIR 2015 Review Part II – Introduction 1.5.16  (BAC, EZCH, JNPR, MDXG)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15   (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

BAC 3Q-FY15 Earnings Review 10.16.15 (BAC)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Current Market Conditions 8.25.15  (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

BAC 2Q-FY 2015 Earnings Review 7.17.15 (BAC)

BAC 2Q-2015 Earnings Preview 7.12.15 (BAC)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

BAC 1Q FY15 Earnings Review 4.17.15 (BAC)

BAC 1Q FY15 Earnings Preview 4.14.15 (BAC)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD, ANAD)

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CAVM

Tech Tidbits 12.7.2016 (ANET, BAC, CAVM, INTC, QCOM)

Broadcom’s Tomahawk II Samples 10.30.2016 (AVGO, MLNX, CAVM, Barefoot)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

Earnings Review Digest 7.27.16  (AAPL, CAVM, JNPR, LLTC, MTSI)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

CAVM 1Q-2016 Earnings Review 4.28.16  (CAVM, CSCO, NOK)

CAVM Review of 2015 Earnings Results 1.28.16  (CAVM, CSCO, NOK, AMZN)

EZCH Q&A Follow-Up 8.13.15  (EZCH, CSCO, CAVM)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Silicon in Cloud Computing Pt II 3.25.15 (AMCC, AMZN, EZCH, INTC, BRCM, CAVM, ARMH, QCOM)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

ALTR 4Q 2014 Review 1.23.15 (ALTR, INTC, XLNX, CSCO, EZCH, CAVM)

CAVM EZCH Tile Mx100, Nomura, 2.23.15 (CAVM, EZCH)

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CGEN

Monday Morning Musings 5.16.16  (AAPL, CGEN, IBB, Major Market Averages, Gold, Oil, Dollar)

Monday Musings 4.11.16  (INTC, MDXG, MRVL, CGEN, DRWI)

News and Notes 12.14.15  (US Stock Markets, CGEN, EZCH, QUIK)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

Odds & Ends 2.10.15 (QCOM, PMCS, CGEN, EZCH, IPHI, ALTR, XLNX)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD, ANAD)

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CREE

CREE 3Q-FY 2016 Earnings Preview 4.7.16  (CREE)

Earnings Preview Digest I for Jan. 20, 1.19.16  (AMD, BAC, CREE, IBM, LLTC)

CREE 1Q-FY16 Earnings Review 10.21.15  (CREE)

CREE FY-2015 Earnings Review 8.11.15 (CREE)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

CREE 2Q FY15 Earnings Review 1.21.15 (CREE)

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CSCO

Cisco Systems Review 11.17.2016 (CSCO, ANET, JNPR, IBM)

Arista vs Cisco Updated 12.15.2016 (ANET, CSCO)

ANET 3Q-2016 Earnings Review 11.10.2016 (ANET, CSCO)

ANET 2Q-2016 Earnings Review 8.10.16  (ANET, CSCO, SANM)

Cisco Eclipsed 5.17.16 (CSCO, AMZN, MSFT, JNPR, Dell, T, VZ)

CAVM 1Q-2016 Earnings Review 4.28.16 (CAVM, CSCO, Nokia)

Arista and So Long EZCH 2.19.16 (ANET, CSCO, EZCH, MLNX)

CAVM Review of 2015 Earnings Results 1.28.16 (CAVM, CSCO, NOK, AMZN)

MLNX Review of 2015 Earnings 1.27.16 (MLNX, EZCH, CSCO, INTC, QLGC, QCOM)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

EZCH Q&A Follow-Up 8.13.15  (EZCH, CSCO, CAVM)

EZCH 2Q-15 Earnings Review 8.12.15  (EZCH, CSCO, MRVL)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

General NASDAQ Comment plus Buy EWP 6.1.15 (ALTR, EZCH, CSCO, INTC, IBB, EWP, NDX)

EZCH CSCO Post CC 5.13.15 (EZCH, CSCO)

EZCH CSCO Pre CC 5.13.15 (EZCH, CSCO)

EZCH 1Q 15 Preview 5.11.15 (EZCH, CSCO, JNPR, MRVL)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

CSCO Embrane, EZCH Swoons 4.1.15 (CSCO, VMW, EZCH)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

EZCH 4Q 2014 Review 2.12.15 (EZCH, CSCO, JNPR, ERIC)

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DRWI

Monday Musings 4.11.16  (INTC, MDXG, MRVL, CGEN, DRWI)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

AVGO, EPD, EZCH, DRWI 12.3.15  (AVGO, DRWI, EPD, EZCH, MLNX)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

QUIK & DRWI Earnings Briefs 10.14.15 (QUIK, DRWI, Samsung)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

DRWI 1Q 2016 Earnings Review 7.13.15 (DRWI)

DRWI FY-15 Review 5.12.15 (DRWI, NOK)

Nokia+ALU Merger & DRWI: More Thoughts, 4.15.15 (DRWI, EZCH, ALU, NOK)

Nokia+ALU Merger & DRWI, Thoughts 4.14.15 (DRWI, ALU, ERIC, NOK)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

MVIS, DRWI, SWKS, QRVO 3.19.15 (DRWI, MVIS, QRVO, SWKS)

DRWI 4Q FY15 Preview 3.5.15 (DRWI)

DRWI 3Q FY15 Review 1.15.15 (DRWI)

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EPD

Buy the Election Dip 11.9.2016 (ADI, ANET, CAT, EPD, GD, LLTC, LMT, TXN et al)

RIR Core Holding Updates 9.17.2016 (ANET, INTC, EPD)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks)

QUIK, MVIS, Oil and Markets: A Short Note 3.17.16 (ANET, EPD, QUIK, MVIS)

2016 Analyst Day Slide Presentation 3.9.16 (EPD, Large File)

EPD, SWKS & Tidbits 1.29.16 (EPD, SWKS, QUIK)

EZCH: Time to Say Good-Bye 1.11.16  (ANET, EPD, EZCH, INTC, MLNX, MRVL)

News and Notes 12.8.15 (ANAD, EPD, HLIT)

EPD 12.7.15 (EPD, KMI)

EPD Presentation at Wells Fargo Conference 12.8.15 (EPD)

AVGO, EPD, EZCH, DRWI 12.3.15  (AVGO, DRWI, EPD, EZCH, MLNX)

Brief Notes 10.1.15  (EZCH, QUIK, EPD)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Current Market Conditions 8.25.15  (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Update on Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

Core Holdings 5.18.15 (EZCH, EPD, INTC)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, ANAD, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD)

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EZCH

(EZCH was acquired by MLNX.)

Morning Notes 2.23.16 (MLNX, EZCH, QUIK, ANAD)

Arista and So Long EZCH 2.19.16 (ANET, CSCO, EZCH, MLNX)

MLNX Review of 2015 Earnings 1.27.16 (MLNX, EZCH, CSCO, INTC, QLGC, QCOM)

EZCH: Time to Say Good-Bye 1.11.16 (ANET, EPD, EZCH, INTC, MLNX, MRVL)

RIR 2015 Review Part II – Introduction 1.5.16 (BAC, EZCH, JNPR, MDXG)

EZCH MLNX Analysis 12.22.15 (EZCH, MLNX, PMCS)

News and Notes 12.14.15 (US Stock Markets, CGEN, EZCH, QUIK)

AVGO, EPD, EZCH, DRWI 12.3.15 (AVGO, DRWI, EPD, EZCH, MLNX)

November 30th Notes 11.30.15 (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15 (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

EZCH After the Meeting 11.13.15 (EZCH, MLNX, CSCO)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

MLNX 3Q-15 Earnings Review 10.22.15  (MLNX, INTC, EZCH, QCOM)

Monday Morning Notes 10.12.15  (ANET, EMC, EZCH, PANW, QUIK, VMW)

Brief Notes 10.1.15  (EZCH, QUIK, EPD)

EZCH Sold to Mellanox 9.30.15  (EZCH, INTC, MLNX)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Weekly Preview 8.31.15  (US Markets, ALTR, EZCH, FNSR, INTC, SWKS)

EZCH Follows Semiconductor Paradigm by Paul McWilliams 8.26.15  (EZCH)

Current Market Conditions 8.25.15  (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

EZCH Q&A Follow-Up 8.13.15  (EZCH, CSCO, CAVM)

EZCH 2Q-15 Earnings Review 8.12.15  (EZCH, CSCO, MRVL)

EZCH 2Q-15 Earnings Preview 8.10.15 (EZCH, ARRS)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Update on Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

INTC Acquires ALTR, plus EZCH, QUIK and ANAD 6.10.15 (INTC, ALTR, EZCH, QUIK, ANAD)

General NASDAQ Comment plus Buy EWP 6.1.15 (ALTR, EZCH, CSCO, INTC, IBB, EWP, NDX)

Linley Carrier Conference Presentation 6.10.15 (EZCH)

Core Holdings 5.18.15 (EZCH, EPD, INTC)

EZCH CSCO Post CC 5.15.15 (EZCH, CSCO)

EZCH CSCO Pre CC 5.13.15 (EZCH, CSCO)

EZCH 1Q 15 Preview 5.11.15 (EZCH, CSCO, JNPR, MRVL)

EZCH Tilera Analysis Update 5.12.15 (EZCH)

Barclays Emerging Tech 4.14.15 (ALLT, ARRS, CEVA, GLW, EZCH, FNSR, GPRO, JDSU, MLNX, ORBK, QLGC, RDWR)

Nokia+ALU Merger & DRWI: More Thoughts, 4.15.15 (DRWI, EZCH, ALU, NOK)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

Uncertainty Certainty Followup 3.30.15 (QUIK, ALTR, INTC, EZCH, MSFT)

Silicon in Cloud Computing Pt II, 3.25.15 (AMZN, EZCH, GOOG, INTC, BRCM, CAVM, AMCC, TXN, ARMH)

EZCH Price Action, Update 3.19.15 (EZCH, CAVM, BRCM)

Transistor Economics 3.17.15 (INTC, TXN, ARMH, EZCH, QUIK)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

EZCH Linley DC 2.25.15 (EZCH)

CAVM EZCH Tile Mx100, Nomura, 2.23.15 (CAVM, EZCH)

6wind PR 2.17.15 (EZCH, 6Wind)

EZCH Tile Mx 100 2.16.15 (EZCH, INTC)

EZCH 4Q & 2014 Earnings Review 2.12.15 (EZCH, CSCO, JNPR, ERIC, MRVL, ZTE)

EZCH Adds IR Director 1.21.15 (EZCH)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD, ANAD)

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FN

Finisar (FNSR) 1Q-FY 2017 Earnings Preview 9.6.16 (FNSR, FN, MTSI, OCLR)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

FNSR 4Q-FY2016 Earnings Preview 6.13.16 (FNSR, OCLR, FN, MTSI)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks – LITE, FNSR, FN, MTSI)

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FNSR

Finisar Update by Paul McWilliams 12.17.2016 (FNSR)

Finisar & QUIK 12.17.2016 (FNSR, QUIK)

Finisar 2Q-FY 2017 Earnings Review 12.11.2016 (FNSR, AVGO)

Finisar 2Q-FY 2017 Earnings Preview 12.2.2016 (FNSR)

FNSR 1Q-FY 2017 Earnings Review 9.14.16 (FNSR)

US Stock Markets – How Strong are they? 9.12.2016 (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

Finisar (FNSR) 1Q-FY 2017 Earnings Preview 9.6.16 (FNSR, FN, MTSI, OCLR)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

AMD Backs Away from ARM & Some Optical Stocks 8.12.16 (AMD, ARMH, INTC, IPHI, NPTN, ACIA, FNSR)

FNSR 4QFY2016 and FY 2016 Review 6.17.16  (FNSR, VZ)

FNSR 4Q-FY2016 Earnings Preview 6.13.16  (FNSR, OCLR, FN, MTSI)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks – LITE, FNSR, FN, MTSI)

Friday Notes 3.11.16  (ANET, DXJ, EWP, FNSR, IEV, IIF, MLNX, QUIK)

FNSR 3Q-FY 2016 Earnings Preview 3.10.16 (FNSR)

FNSR 2Q FY 2016 Earnings Review 12.12.15  (FNSR)

FNSR 2Q FY 2016 Earnings Preview 12.8.15  (FNSR, LITE)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Some Early Week Thoughts 9.21.15  (FNSR, the Fed, the U.S. Stock Markets)

FNSR 1Q-FY16 Review by Rick Neaton 9.15.15  (FNSR, LITE)

FNSR 1Q FY-16 Review by Paul McWilliams 9.14.15  (FNSR)

FNSR 1Q FY-16 Earnings Preview 9.5.15  (FNSR, LITE)

Weekly Preview 8.31.15  (US Markets, ALTR, EZCH, FNSR, INTC, SWKS)

JDSU Final Report 8.12.15   (JDSU, LITE, VIAV, FNSR)

Update on EU & Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

FNSR FY 2015 Review 6.20.15 (FNSR)

FNSR 4Q FY-15 Earnings Preview 6.15.15 (FNSR)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

JDSU 3Q FY15 Earnings Review 5.2.15 (JDSU, FNSR)

Barclays Emerging Tech US 4.14.15 (ALLT, ARRS, CEVA, GLW, EZCH, FNSR, GPRO, JDSU, MLNX, ORBK, QLGC, RDWR)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

FNSR 3Q FY15 Review 3.9.15 (FNSR)

FNSR 3Q FY15 Preview 3.3.15 (FNSR, JDSU)

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HLIT

US Stock Markets – How Strong are they? 9.12.2016 (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

HLIT 1Q-CY 2016 Earnings Review 5.11.16 (HLIT)

Company Notes 2.18.16 (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

News and Notes 12.8.15 (ANAD, EPD, HLIT)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

ANAD 2Q-15 Preview 8.3.15  (ANAD, HLIT)

HLIT 2Q FY Earnings Review 7.28.15 (HLIT)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Earnings Preview AMCC, AUDC, HLIT, IPHI, MDXG 4.28.15 (AMCC, AUDC, HLIT, IPHI, MDXG)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

HLIT 4Q FY14 & 2014 Earnings Review 1.30.15 (HLIT)

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IBM

Cisco Systems Review 11.17.2016 (CSCO, ANET, JNPR, IBM)

IBM OpenCAPI vs PCI Express in Chip Interconnects 10.14.2016 (IBM, MLNX, INTC, AMD)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

IBM Earnings Review Note 4.19.16  (IBM, INTC, ARMH)

Earnings Previews for April 18 & 19, 4.18.16 (IBM, LLTC, ISRG, INTC)

XLNX 2015 Review 1.26.16  (XLNX, INTC, ARMH, IBM)

Earnings Preview Digest I for Jan. 20, 1.19.16  (AMD, BAC, CREE, IBM, LLTC)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

IBM 2Q-2015 Earnings Review 7.21.15 (IBM)

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IDTI

IDTI 2Q-CY 2016 Earnings Review 8.2.16 (IDTI, INTC)

IDTI Earnings Review 5.3.16 (IDTI, INTC)

The I’s Have It. IDTI, INFN, IPHI 10.28.15 (IDTI, INFN, IPHI)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

RIR Non-Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

IDTI 3Q FY15 Earnings Review 2.3.15 (IDTI)

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INFN

INFN 3Q-2016 Earnings Review 10.27.2016 (INFN)

INFN 3Q-16 Earnings Preview 9.22.16 (INFN)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16  (QUIK, INFN, JNPR, MLNX, INTC)

INFN 2Q 2016 Earnings Review 7.28.16 (INFN)

Updates on INFN, MU & IBB 6.21.16 (IBB, INFN, MU)

INFN 1Q-16 Earnings Review 4.28.16  (INFN, JNPR)

India and Juniper 4.12.16  (AVGO, EPI, IIF, INDA, INFN, INTC, JNPR, MLNX)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

The I’s Have It. IDTI, INFN, IPHI 10.28.15 (IDTI, INFN, IPHI)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Infinera Initiate Coverage 6.22.15 (INFN, FNSR, EZCH, CAVM)

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INTC

Tech Tidbits 12.7.2016 (ANET, BAC, CAVM, INTC, QCOM)

Node Games & HDR InfiniBand 11.28.2016 (INTC, MLNX, TSM, ORCL)

MLNX 3Q-16 Earnings Review Updated for 10-Q Filing 11.4.2016 (MLNX, INTC)

Mellanox 3Q-2016 Earnings Review 10.28.2016 (MLNX, INTC)

Intel (INTC) 3Q-2016 Earnings Review 10.19.2016 (INTC)

Catapult v2 & Acceleration Solutions 10.18.2016 (MSFT, INTC, MLNX, NVDA)

INTC 3Q-2016 Earnings Preview 10.17.2016 (INTC)

IBM OpenCAPI vs PCI Express in Chip Interconnects 10.14.2016 (IBM, MLNX, INTC, AMD)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

RIR Core Holding Updates 9.17.2016 (ANET, INTC, EPD)

US Stock Markets – How Strong are they? 9.12.2016 (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

News & Notes 9.7.16 (ANET, INTC, MRVL, QUIK, VNRX)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

AMD Backs Away from ARM & Some Optical Stocks 8.12.16 (AMD, ARMH, INTC, IPHI, NPTN, ACIA, FNSR)

IDTI 2Q-CY 2016 Earnings Review 8.2.16 (IDTI, INTC)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16 (QUIK, INFN, JNPR, MLNX, INTC)

INTC 2Q-2016 Earnings Review 7.25.16 (INTC, MLNX)

MLNX 2Q-16 Earnings Preview 7.20.16 (MLNX, INTC)

INTC 2Q-2016 Earnings Preview Note 7.19.16 (INTC)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Review 6.3.16  (AVGO, INTC, QRVO, SWKS)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks)

IDTI Earnings Review 5.3.16 (IDTI, INTC)

AMCC 1Q-CY2016 Earnings Report 5.1.16  (AMCC, INTC, QCOM)

AMCC X-Gene Challenges Xeon E5 by Linley Gwennap April 2016 (AMCC, INTC)

IPHI 1Q-CY 2016 Earnings Note 4.29.16 (IPHI, INTC, MTSI)

Earnings Reviews from April 19 & 20, 4.21.16 (INTC, LLTC, MLNX, QCOM)

MLNX: Supplemental Analysis of 1Q-16 Earnings 4.20.16 (MLNX, INTC, HP)

Earnings Previews for April 20, 4.19.16 (MLNX, QCOM, QUIK, AAOI, INTC)

IBM Earnings Review Note 4.19.16  (IBM, INTC, ARMH)

Earnings Previews for April 18 & 19, 4.18.16 (IBM, LLTC, ISRG, INTC)

INTC 1Q-2016 Earnings Preview 4.15.16  (INTC)

India and Juniper 4.12.16  (AVGO, EPI, IIF, INDA, INFN, INTC, JNPR, MLNX)

Monday Musings 4.11.16  (INTC, MDXG, MRVL, CGEN, DRWI)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

INTC Omni-Path vs InfiniBand and MLNX 2.16.16  (INTC, MLNX)

ARM vs INTC in Data Centers by Paul McWilliams 2.13.16 (AMCC, INTC, AMD, VMW, ARMH)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO (back as a buy), SWKS)

Will GOOG’s Endorsement of QCOM’s Server CPU Hurt INTC? 2.4.16  (QCOM, GOOG, INTC, MLNX, XLNX)

MLNX Review of 2015 Earnings 1.27.16 (MLNX, EZCH, CSCO, INTC, QLGC, QCOM)

XLNX 2015 Review 1.26.16  (XLNX, INTC, ARMH, IBM)

Market Commentary Pre-Open 1.20.16  (US Stock Markets, AVGO, INTC, LLTC, MLNX, SWKS)

INTC 2015 Review by Paul McWilliams 1.18.16  (ALTR, INTC, MU, QCOM)

Data Center Memories by Paul McWilliams from 2009  (Review for Paul’s 1.18.16 INTC Report)

News and Notes 1.15.16  (INTC, S&P 500)

INTC 4Q-2015 Earnings Preview 1.12.16  (INTC)

EZCH: Time to Say Good-Bye 1.11.16  (ANET, EPD, EZCH, INTC, MLNX, MRVL)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

MLNX 3Q-FY15 Earnings Review 10.22.15  (MLNX, INTC, EZCH, QCOM)

INTC 3Q-FY15 Earnings Review 10.14.15 (INTC, ALTR)

INTC 3Q-FY15 Earnings Preview 10.13.15 (INTC)

Fab FUD 10.12.15 by Paul McWilliams  (AAPL, INTC, TSMC, Samsung, GlobalFoundries)

EZCH Sold to Mellanox 9.30.15   (EZCH, INTC, MLNX)

Skylake – INTC’s New 14nm Product 9.9.15 (INTC, MSFT)

Weekly Preview 8.31.15  (US Markets, ALTR, EZCH, FNSR, INTC, SWKS)

Current Market Conditions 8.25.15  (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

QUIK 2Q FY15 Earnings Review 7.30.15 (QUIK, ALTR, INTC)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

INTC 2Q-FY 2015 Earnings Review 7.16.15 (INTC)

INTC 2Q-2015 Earnings Preview 7.11.15 (INTC)

Update on Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

General NASDAQ Comment plus Buy EWP 6.1.15 (ALTR, EZCH, CSCO, INTC, IBB, EWP, NDX)

Core Holdings 5.18.15 (EZCH, EPD, INTC)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

INTC 1Q-15 Review 4.15.15 (INTC)

INTC 1Q-15 Earnings Preview 4.13.15 (INTC, ALTR)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

Uncertainty Certainty Followup 3.30.15 (QUIK, ALTR, INTC, EZCH, MSFT)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Silicon in Cloud Computing Pt II, 3.25.15 (AMZN, EZCH, GOOG, INTC, BRCM, CAVM, AMCC, TXN, ARMH)

Transistor Economics, Paul McWilliams, 3.17.15 (INTC, TXN, ARMH, EZCH, QUIK)

Silicon in Cloud Computing Pt I, 3.13.15 (ANET, AMCC, AMZN, BRCM, CAVM, CSCO, EZCH, IBM, INTC, GOOG, MSFT, VMW)

INTC 1Q-15 Preview 3.12.15 (INTC)

INTC 4Q 14 Earnings Review 1.16.15 (INTC)

INTC 2014 & 2015 Review 1.12.15 (INTC)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, ANAD, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD)

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IPHI

Inphi 3Q-2016 Earnings Review 11.11.2016 (IPHI, MLNX, MSFT)

US Stock Markets – How Strong are they? 9.12.2016  (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

AMD Backs Away from ARM & Some Optical Stocks 8.12.16 (AMD, ARMH, INTC, IPHI, NPTN, ACIA, FNSR)

IPHI 1Q-CY 2016 Earnings Note 4.29.16 (IPHI, INTC, MTSI)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO (back as a buy), SWKS)

The I’s Have It. IDTI, INFN, IPHI 10.28.15 (IDTI, INFN, IPHI)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Update on Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

Earnings Preview AMCC, AUDC, HLIT, IPHI, MDXG 4.28.15 (AMCC, AUDC, HLIT, IPHI, MDXG)

Odds & Ends 2.10.15 (QCOM, PMCS, CGEN, EZCH, IPHI, ALTR, XLNX)

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JNPR

Cisco Systems Review 11.17.2016 (CSCO, ANET, JNPR, IBM)

Earnings Review Digest 10.27.2016 (AAPL, ADI, JNPR, LLTC)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16  (QUIK, INFN, JNPR, MLNX, INTC)

Earnings Review Digest 7.27.16  (AAPL, CAVM, JNPR, LLTC, MTSI)

Cisco Eclipsed 5.17.16  (CSCO, AMZN, MSFT, JNPR, Dell, T, VZ)

RIR 2015 Review Part II – Introduction 1.5.16  (BAC, EZCH, JNPR, MDXG)

INFN 1Q-16 Earnings Review 4.28.16  (INFN, JNPR)

India and Juniper 4.12.16  (AVGO, EPI, IIF, INDA, INFN, INTC, JNPR, MLNX)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

JNPR vSecurity at Infonetics 7.15.15 (JNPR)

EZCH 1Q-15 Earnings Preview (EZCH, CSCO, JNPR, MRVL)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

JNPR 2014 Review 2.3.15 (JNPR, EZCH)

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LITE and VIAV (formerly JDSU)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks – LITE, FNSR, FN, MTSI)

FNSR 2Q FY 2016 Earnings Preview 12.8.15  (FNSR, LITE)

FNSR 1Q FY16 Review. 9.15.15  (FNSR, LITE)

FNSR 1Q FY-16 Earnings Preview 9.5.15  (FNSR, LITE)

JDSU Final Report 8.12.15   (JDSU, LITE, VIAV, FNSR)

JDSU 3Q FY15 Earnings Review 5.2.15 (JDSU, FNSR, LITE)

Barclays Emerging Tech US 4.14.15 (ALLT, ARRS, CEVA, GLW, EZCH, FNSR, GPRO, JDSU, MLNX, ORBK, QLGC, RDWR)

JDSU 2Q FY15  Review 3.4.15 (JDSU, FNSR, LITE)

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LLTC

(ADI acquired LLTC.)

Buy the Election Dip 11.09.2016 (ADI, ANET, CAT, EPD, GD, LLTC, LMT, TXN et al)

Earnings Review Digest 10.27.2016 (AAPL, ADI, JNPR, LLTC)

Earnings Review Digest 7.27.16  (AAPL, CAVM, JNPR, LLTC, MTSI)

TXN 1Q-2016 Earnings Note 4.28.16  (TXN, LLTC)

Earnings Reviews from April 19 & 20, 4.21.16 (INTC, LLTC, MLNX, QCOM)

Earnings Previews for April 18 & 19, 4.18.16 (IBM, LLTC, ISRG, INTC)

Brief Notes on 3 Companies 1.27.16 (AAPL, BAC, LLTC)

Market Commentary Pre-Open 1.20.16  (US Stock Markets, AVGO, INTC, LLTC, MLNX, SWKS)

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LSCC

(LSCC is being acquired by private equity firm Canyon Bridge Capital.)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

LSCC FY 14 Earnings Review 2.4.15 (LSCC, QUIK)

Answering Some Questions 1.29.15 (LSCC, SIMG, QUIK, ALTR, XLNX, TWER, INTC, TSM, ANAD, AUDC, MOSY, EZCH, EPD)

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MDXG

MDXG 1Q-16 Earnings Review 4.26.16  (MDXG)

Monday Musings 4.11.16 (INTC, MDXG, MRVL, CGEN, DRWI)

RIR 2015 Review Part II – Introduction 1.5.16 (BAC, EZCH, JNPR, MDXG)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Earnings Preview AMCC, AUDC, HLIT, IPHI, MDXG 4.28.15 (AMCC, AUDC, HLIT, IPHI, MDXG)

Sell MDXG 1.2.15 (MDXG)

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MLNX

Broadcom Ltd 4Q-FY 2016 Earnings Preview 12.6.2016 (AVGO, MLNX)

Node Games & HDR InfiniBand 11.28.2016 (INTC, MLNX, TSM, ORCL)

Inphi 3Q-2016 Earnings Review 11.11.2016 (IPHI, MLNX, MSFT)

MLNX 3Q-16 Earnings Review Updated for 10-Q Filing 11.4.2016 (MLNX, INTC)

Broadcom’s Tomahawk II Samples 10.30.2016 (AVGO, MLNX, CAVM, Barefoot)

Mellanox 3Q-2016 Earnings Review 10.28.2016 (MLNX, INTC)

XLNX 1H-FY 2017 Review 10.20.2016 (XLNX, AVGO, QCOM, MLNX)

Catapult v2 & Acceleration Solutions 10.18.2016 (MSFT, INTC, MLNX, NVDA)

IBM OpenCAPI vs PCI Express in Chip Interconnects 10.14.2016 (IBM, MLNX, INTC, AMD)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

MLNX Linley Presentation on new Innova Security Card 9.28.2016 (MLNX)

MLNX: Why is it lagging? 9.21.16 (MLNX)

US Stock Markets – How Strong are they? 9.12.16 (ANET, FNSR, HLIT, INTC, IPHI, MLNX)

Broadcom Ltd (AVGO) 3Q-FY 2016 Earnings Review 9.2.16 (AVGO, ANET, MLNX, AAPL)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16 (QUIK, INFN, JNPR, MLNX, INTC)

MLNX 2Q-16 Earnings Review 7.25.16 (MLNX)

INTC 2Q-2016 Earnings Review 7.25.16 (INTC, MLNX)

MLNX 2Q-16 Earnings Preview 7.20.16 (MLNX, INTC)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

Monday Morning Musings 5.23.16 (AAPL, MLNX, QCOM)

Earnings Reviews from April 19 & 20, 4.21.16 (INTC, LLTC, MLNX, QCOM)

MLNX: Supplemental Analysis of 1Q-16 Earnings 4.20.16 (MLNX, INTC, HP)

Earnings Previews for April 20, 4.19.16 (MLNX, QCOM, QUIK, AAOI, INTC)

India and Juniper 4.12.16  (AVGO, EPI, IIF, INDA, INFN, INTC, JNPR, MLNX)

Friday Notes 3.11.16  (ANET, DXJ, EWP, FNSR, IEV, IIF, MLNX, QUIK)

Correspondence Between EZCH and SEC About ZTE business in 2015 (MLNX)

Morning Notes 2.23.16 (MLNX, EZCH, QUIK, ANAD)

Arista and So Long EZCH 2.19.16  (ANET, CSCO, EZCH, MLNX)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

INTC Omni-Path vs InfiniBand and MLNX 2.16.16  (INTC, MLNX)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO (back as a buy), SWKS)

Will GOOG’s Endorsement of QCOM’s Server CPU Hurt INTC? 2.4.16  (QCOM, GOOG, INTC, MLNX, XLNX)

MLNX Review of 2015 Earnings 1.27.16 (MLNX, EZCH, CSCO, INTC, QCOM, QLGC)

Market Commentary Pre-Open 1.20.16  (US Stock Markets, AVGO, INTC, LLTC, MLNX, SWKS)

EZCH: Time to Say Good-Bye 1.11.16  (ANET, EPD, EZCH, INTC, MLNX, MRVL)

EZCH MLNX Analysis 12.22.15  (EZCH, MLNX, PMCS)

AVGO, EPD, EZCH, DRWI 12.3.15  (AVGO, DRWI, EPD, EZCH, MLNX)

November 30th Notes 11.30.15  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15   (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

EZCH After the Meeting 11.13.15 (EZCH, MLNX, CSCO)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

MLNX 3Q-FY15 Earnings Review 10.22.15 (MLNX, INTC, EZCH, QCOM)

EZCH Sold to Mellanox 9.30.15 (EZCH, INTC, MLNX)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15  (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Barclays Emerging Tech US 4.14.15 (ALLT, ARRS, CEVA, GLW, EZCH, FNSR, GPRO, JDSU, MLNX, ORBK, QLGC, RDWR)

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MOSY

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Answering Some Questions 1.29.15 (LSCC, SIMG, QUIK, ALTR, XLNX, TWER, INTC, TSM, ANAD, AUDC, MOSY, EZCH, EPD)

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MRVL

News & Notes 9.7.16 (ANET, INTC, MRVL, QUIK, VNRX)

Monday Musings 4.11.16  (INTC, MDXG, MRVL, CGEN, DRWI)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

EZCH: Time to Say Good-Bye 1.11.16  (ANET, EPD, EZCH, INTC, MLNX, MRVL)

MRVL and ANET Updates 9.15.15  (MRVL, ANET)

Weekly Review 8.21.15   (US Stock Markets, MRVL, ANAD and ETFs)

EZCH 2Q-15 Earnings Review 8.12.15  (EZCH, CSCO, MRVL)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

MRVL 1Q FY 2016 Earnings Review 6.16.15 (MRVL)

EZCH 1Q-15 Earnings Preview 5.11.15 (EZCH, CSCO, JNPR, MRVL)

Earnings Preview AAPL, MRVL, PMCS 4.27.15 (AAPL, MRVL, PMCS)

MRVL 2014 Review, 2.20.15 (MRVL)

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MSFT

Inphi 3Q-2016 Earnings Review 11.11.2016 (IPHI, MLNX, MSFT)

Catapult v2 & Acceleration Solutions 10.18.2016 (MSFT, INTC, MLNX, NVDA)

MSFT Paper on Configurable Cloud Architecture 10.18.2016

Cisco Eclipsed 5.17.16 (CSCO, AMZN, MSFT, JNPR, Dell, T, VZ)

Arista and MSFT’s SONiC 3.15.16 (ANET, MSFT)

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

Skylake – INTC’s New 14nm Product 9.9.15 (INTC, MSFT)

Silicon in Cloud Computing Part III, 6.30.15 (ANET, AMZN, AVGO, BRCM, CAVM, CSCO, EZCH, FB, GOOG, GS, INTC, MSFT, RAX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Uncertainty Certainty Followup 3.30.15 (QUIK, ALTR, INTC, EZCH, MSFT)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Silicon in Cloud Computing Pt I 3.13.15 (AMZN, MSFT, CSCO, INTC, ANET, FB, GOOG, BRCM, CAVM, EZCH, FNSR, ARMH, VMW)

MSFT 2Q FY15 Review 1.27.15 (MSFT)

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MTSI

MA/COM Acquires AMCC Deal Slides by MA/COM 11.21.2016 (MTSI, AMCC)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI; MTSI acquired AMCC)

Finisar (FNSR) 1Q-FY 2017 Earnings Preview 9.6.16  (FNSR, FN, MTSI, OCLR)

Earnings Review Digest 7.27.16  (AAPL, CAVM, JNPR, LLTC, MTSI)

FNSR 4Q-FY2016 Earnings Preview 6.13.16  (FNSR, OCLR, FN, MTSI)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks – LITE, FNSR, FN, MTSI)

IPHI 1Q-CY 2016 Earnings Note 4.29.16  (IPHI, INTC, MTSI)

M/A-COM (MTSI) 1Q-CY2016 Earnings Review 4.28.16 (MTSI)

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MU

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI)

Updates on INFN, MU & IBB 6.21.16 (IBB, INFN, MU)

RIR Covered Companies & Recommendations 3.31.16 (MU and XLNX added to buy list)

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MVIS

QUIK, MVIS, Oil and Markets: A Short Note 3.17.16 (ANET, EPD, QUIK, MVIS)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

MVIS, DRWI, SWKS & QRVO 3.19.15 (MVIS, DRWI, SWKS, QRVO)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, ANAD, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD)

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NVDQ

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Earnings Previews QUIK & NVDO 4.28.15 (QUIK, NVDO)

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OCLR

Finisar (FNSR) 1Q-FY 2017 Earnings Preview 9.6.16  (FNSR, FN, MTSI, OCLR)

News & Notes 8.24.16 (ANET, INTC, FNSR, OCLR, FN, MTSI, IPHI, Gold)

FNSR 4Q-FY2016 Earnings Preview 6.13.16  (FNSR, OCLR, FN, MTSI)

 

QCOM

XLNX 1H-FY 2017 Review 10.20.2016 (XLNX, AVGO, QCOM, MLNX)

Tech Tidbits 12.7.2016 (ANET, BAC, CAVM, INTC, QCOM)

New Data Center Trends 10.3.2016 (AMCC, ANET, AVGO, CAVM, INTC, MLNX, MU, NXPI; QCOM is acquiring NXPI)

Morgan Stanley Report on Internet of Things 8.10.16 (ARMH, CY, Infineon, MCHP, NXPI, STM, TXN; QCOM is acquiring NXPI)

Update on Skyworks (SWKS) 7.12.16  (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

Monday Morning Musings 5.23.16  (AAPL, MLNX, QCOM)

AMCC 1Q-CY2016 Earnings Report 5.1.16  (AMCC, INTC, QCOM)

XLNX 1Q-CY 2016 and FY 2016 Review 4.28.16  (XLNX, AVGO, QCOM)

Earnings Reviews from April 19 & 20, 4.21.16 (INTC, LLTC, MLNX, QCOM)

Earnings Previews for April 20, 4.19.16 (MLNX, QCOM, QUIK, AAOI, INTC)

Will GOOG’s Endorsement of QCOM’s Server CPU Hurt INTC? 2.4.16  (QCOM, GOOG, INTC, MLNX, XLNX)

QCOM Review of 2015 Earnings 1.28.16  (QCOM)

MLNX Review of 2015 Earnings 1.27.16 (MLNX, EZCH, CSCO, INTC, QLGC, QCOM)

MLNX 3Q-FY15 Earnings Review 10.22.15  (MLNX, INTC, EZCH, QCOM)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15  (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Earnings Review for FFIV, QCOM, TXN, XLNX 4.22.15 (FFIV, QCOM, TXN, XLNX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Silicon in Cloud Computing Pt II 3.25.15 (AMCC, AMZN, EZCH, INTC, BRCM, CAVM, ARMH, QCOM)

Odds & Ends 2.10.15 (QCOM, PMCS, CGEN, EZCH, IPHI, ALTR, XLNX)

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QRVO

Qorvo 3Q-CY16/2Q-FY17 Earnings Report 11.15.2016 (QRVO, SWKS, AAPL, Huawei)

QRVO 2Q-CY 2016 Earnings Review 8.3.16 (QRVO, SWKS)

Update on Skyworks (SWKS) 7.12.16 (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Review 6.3.16 (AVGO, INTC, QRVO, SWKS)

ANET, QRVO, QUIK 5.6.16  (ANET, CSCO, QRVO, QUIK)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO (back as a buy), SWKS)

QRVO Changed to Hold 2.5.16  (QRVO, SWKS)

News and Notes 1.13.16  (AVGO, QRVO, SWKS, High Yield Energy Debt)

Post-Earnings Notes: ANET, QRVO, SWKS 11.6.15 (ANET, QRVO, SWKS)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Double Qs: QRVO & QUIK 5.7.15 (QRVO, QUIK)

Weekly Quick Hits 5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

MVIS, DRWI, SWKS & QRVO 3.19.15 (DRWI, MVIS, QRVO, SWKS)

QRVO 4Q FY14 Earnings Review 2.2.15 (QRVO, SWKS)

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QUIK

Finisar & QUIK 12.17.2016 (FNSR, QUIK)

Two Nuggets on QUIK 11.10.2016 (QUIK)

QUIK 3Q-2016 Earnings Review 11.3.2016 (QUIK, BABA)

QUIK 3Q-2016 Earnings Preview 10.31.2016 (QUIK)

News & Notes 9.7.16 (ANET, INTC, MRVL, QUIK, VNRX)

QUIK 2Q-2016 Earnings Review 8.4.16 (QUIK, Samsung)

QUIK Preview & Lessons from Last Week’s Earnings Reports 8.1.16 (QUIK, INFN, JNPR, MLNX, INTC)

ANET, QRVO, QUIK Earnings Review 5.6.16 (ANET, CSCO, QRVO, QUIK)

QUIK 1Q-2016 Earnings Review 5.5.16 (QUIK)

QUIK 1Q-2016 Earnings Preview 5.1.16 (QUIK)

Earnings Previews for April 20, 4.19.16 (MLNX, QCOM, QUIK, AAOI, INTC)

QUIK, MVIS, Oil and Markets: A Short Note 3.17.16 (ANET, EPD, QUIK, MVIS)

Friday Notes 3.11.16  (ANET, DXJ, EWP, FNSR, IEV, IIF, MLNX, QUIK)

Morning Notes 2.23.16  (MLNX, EZCH, QUIK, ANAD)

Company Notes 2.18.16  (ANET, ANAD, AVGO, HLIT, INTC, MLNX, QUIK, MRVL, NVDQ)

QuickLogic 4Q & 2015 Earnings Review 2.13.16 (QUIK)

QUIK 4Q-2015 Earnings Preview 2.6.16 (QUIK)

QUIK Preview and Needham Review by Bob West 2.1.16  (QUIK)

Quicklogic Needham Presentation 1.13.16 (QUIK, read with Bob West’s report above)

EPD, SWKS & Tidbits 1.29.16 (EPD, SWKS, QUIK)

Market Commentary 1.6.16 (AAPL, QUIK, US Markets)

Subscriber Q&A 12.29.15  (AAPL, ALTR, ANAD, AVGO, BRCM, DRWI, HLIT, INTC, QUIK)

News and Notes 12.14.15  (US Stock Markets, CGEN, EZCH, QUIK)

Brief Company Updates 11.17.15   (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

Odds & Ends Newsletter 11.5.15 (ANET, AMCC, EZCH, CSCO, IBM, INTC, MLNX, MVIS, QUIK)

QUIK 3Q-15 Review 10.29.15  (QUIK, AAPL, Samsung)

Cloud Services Begin To Ramp 10.26.15 (AMZN, ANET, EZCH, GOOG, IBM, MSFT, QUIK)

QUIK & DRWI Earnings Briefs 10.14.15 (QUIK, DRWI, Samsung)

Monday Morning Notes 10.12.15  (ANET, EMC, EZCH, PANW, QUIK, VMW)

Brief Notes 10.1.15  (EZCH, QUIK, EPD)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

QUIK: Roth Report 9.14.15 (QUIK)

QUIK: The Rest of the Story by Paul McWilliams 8.9.15 (QUIK)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

QUIK 2Q FY15 Earnings Review 7.30.15 (QUIK, ALTR, INTC)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

QUIK 1Q Review, 2Q FY15 Earnings Preview 7.26.15 (QUIK)

Greece, MU and QUIK 6.26.15  (EWP, IEV, MU, QUIK)

INTC Acquires ALTR, & EZCH, QUIK, ANAD 6.10.15 (INTC, ALTR, EZCH, QUIK, ANAD)

Power – Elephant in the Room, Bob West, QUIK at SID Conference 6.9.15 (QUIK)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Double Qs: QRVO & QUIK 5.7.15 (QRVO, QUIK)

QUIK CFO Leaves 5.6.15 (QUIK)

QUIK 1Q FY15 Earnings Review 4.30.15 (QUIK, AAPL, Samsung)

Earnings Previews QUIK, NVDO 4.28.15 (QUIK, NVDO)

QUIK Post Q4-14 Visit by Bob West, 4.27.15 (QUIK)

QUIK Roth Capital Partners Report 4.9.15 (QUIK, AAPL, BRCM, INVN, QCOM, TXN, Samsung)

The Micro-Power Revolution, Paul McWilliams, 3.31.15 (AAPL, ARMH, QUIK)

Uncertainty Certainty Followup 3.30.15 (ALTR, INTC, EZCH, MSFT, QUIK)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, CAVM, INTC, MSFT, QCOM, QVRO, QUIK, SNDK, SKWS, TSM, XLNX)

Transistor Economics, Paul McWilliams, 3.17.15 (INTC, TXN, ARMH, EZCH, QUIK)

QUIK Follow-up 2.6.15 (QUIK, Samsung)

QUIK 4Q FY14 & 2014 Earnings Review 2.5.15 (QUIK, Samsung)

QUIK Roth Capital Report 2.5.15 (QUIK)

QUIK Roth Capital Report 2.3.15 (QUIK)

Answering Some Questions 1.29.15 (ANAD, ALTR, ANAD, AUDC, EZCH, EPD, INTC, LSCC, SIMG, QUIK, XLNX, TWER, TSM, MOSY)

QUIK Update by Bob West 1.29.15 (QUIK, ARMH, Samsung)

QUIK Needham Presentation 1.2015 (QUIK)

Roth Capital Partners 1.20.15 (QUIK)

QUIK 4Q FY 15 Earnings Preview 1.10.15 (AAPL, ATML, QUIK, Samsung, STM)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, ANAD, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD)

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SNDK

(SNDK was acquired by Western Digital.)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

RIR Non-Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

SNDK 1Q FY15 Earnings Preview 4.13.15 (SNDK)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

SNDK 4Q FY14 Earnings Review 1.22.14 (SNDK)

SNDK Swallows FIO 7.24.14 (SNDK)

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STM

Morgan Stanley Report on Internet of Things 8.10.16 (ARMH, CY, Infineon, MCHP, NXPI, STM, TXN)

QUIK 4Q FY 15 Earnings Preview 1.10.15 (AAPL, ATML, QUIK, Samsung, STM)

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SWKS

Qorvo 3Q-CY16/2Q-FY17 Earnings Report 11.15.2016 (QRVO, SWKS, AAPL, Huawei)

QRVO 2Q-CY 2016 Earnings Review 8.3.16  (QRVO, SWKS)

Update on Skyworks (SWKS) 7.12.16  (AAPL, AVGO, QCOM, QRVO, Samsung, SWKS)

Broadcom Ltd (AVGO) 2Q-FY16 Earnings Review 6.3.16  (AVGO, INTC, QRVO, SWKS)

SWKS 1Q-CY16 aka 2Q-FY16 Earnings Note 4.29.16 (SWKS)

Post-Linley Short Note 2.12.16 (ANET, INTC, IPHI, MLNX, QRVO (back as a buy), SWKS)

QRVO Changed to Hold 2.5.16 (QRVO, SWKS)

EPD, SWKS & Tidbits 1.29.16 (EPD, SWKS, QUIK)

Market Commentary Pre-Open 1.20.16 (US Stock Markets, AVGO, INTC, LLTC, MLNX, SWKS)

News and Notes 1.13.16 (AVGO, QRVO, SWKS, High Yield Energy Debt)

Market Commentary 1.12.16 (US Markets, China, Russell 2000, SWKS)

November 30th Notes 11.30.15 (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15  (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

Post-Earnings Notes: ANET, QRVO, SWKS 11.6.15 (ANET, QRVO, SWKS)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Weekly Preview 8.31.15  (US Markets, ALTR, EZCH, FNSR, INTC, SWKS)

Current Market Conditions 8.25.15  (US Stock Markets, ANET, BAC, EPD, EZCH, INTC, SWKS)

Tuesday Morning Tidbits 8.4.15 (AVGO, BRCM, CGEN, DRWI, MRVL, MDXG, QUIK, QRVO, SWKS)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

RIR Non-Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

SWKS 2Q FY15 Earnings Review 5.2.15 (SWKS)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

MVIS, DRWI, SWKS & QRVO 3.19.15 (MVIS, DRWI, SWKS, QRVO)

SWKS 1Q FY15 Earnings Review 1.26.15 (SWKS, QUIK)

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TSEM

TowerJazz Semi 3Q-16 Earnings Note 11.16.2016 (TSEM)

Core Holdings Review 6.1.16 (ANET, EPD, INTC, plus MLNX, TSEM, Optical Stocks)

TSEM 1Q-16 Earnings Review 5.9.16  (TSEM, TSM, TXN)

TSEM Review of 2015, 2.25.16  (TSEM)

Short Seller Report on TowerJazz 1.15.16 (TSEM)

 

TSM

Node Games & HDR InfiniBand 11.28.2016 (INTC, MLNX, TSM, ORCL)

TSEM 1Q-16 Earnings Review 5.9.16  (TSEM, TSM, TXN)

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TXN

Buy the Election Dip 11.9.2016 (ADI, ANET, CAT, EPD, GD, LLTC, LMT, TXN et al)

Texas Instruments 3Q-2016 Earnings Review 10.27.2016 (TXN)

Morgan Stanley Report on Internet of Things 8.10.16 (ARMH, CY, Infineon, MCHP, NXPI, STM, TXN)

TSEM 1Q-16 Earnings Review 5.9.16  (TSEM, TSM, TXN)

TXN 1Q-2016 Earnings Note 4.28.16  (TXN, LLTC)

TXN Review of 2015 Earnings 1.28.16 (TXN)

TXN 3Q-FY15 Earnings Review 10.23.15 (TXN)

Subscriber Q&A 9.24.15  (China, Europe, the Fed, ANAD, EZCH, QRVO, TXN, BAC, EPD)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15  (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Earnings Review for FFIV, QCOM, TXN, XLNX 4.22.15 (FFIV, QCOM, TXN, XLNX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Silicon in Cloud Computing Pt II, 3.25.15 (AMZN, EZCH, GOOG, INTC, BRCM, CAVM, AMCC, TXN, ARMH)

Transistor Economics, Paul McWilliams, 3.17.15 (INTC, TXN, ARMH, EZCH, QUIK)

TXN 4Q & 2014 Earnings Review 1.29.15 (TXN)

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XLNX

XLNX 1H-FY 2017 Review 10.20.2016 (XLNX, AVGO, QCOM, MLNX)

Cache Coherent Interconnects Added Info 6.7.16 (AMD, AVGO, CAVM, NVDA, INTC, ARMH, IBM, MLNX, QCOM, XLNX)

Cache Coherent Interconnect for Accelerators 5.24.16 (ARMH, AVGO, AMD, CAVM, INTC, IBM, MLNX, QCOM, XLNX)

XLNX 1Q-CY 2016 and FY 2016 Review 4.28.16  (XLNX, AVGO, QCOM)

RIR Covered Companies & Recommendations 3.31.16  (MU and XLNX added to buy list)

Will GOOG’s Endorsement of QCOM’s Server CPU Hurt INTC? 2.4.16  (QCOM, GOOG, INTC, MLNX, XLNX)

XLNX 2015 Review 1.26.16  (XLNX, INTC, ARMH, IBM)

Earnings Preview Digest II for Jan. 20, 1.20.16 (FFIV, KMI, XLNX)

XLNX 2Q-FY16 Earnings Review 10.15.15 (XLNX, INTC, ALTR)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Ten Inferences from Last Week’s Earnings 7.28.15 (AAPL, ANAD, BRCM, CAVM, CSCO, DRWI, EZCH, HLIT, INTC, JNPR, NFLX, PMCS, QUIK, SWKS, TXN, XLNX)

Earnings Digest Updated/Post CC Review 7.23.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

Earnings Digest 7.22.15 (FFIV, INFN, MLNX, MOSY, QCOM, SNDK, TXN, XLNX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Earnings Review for FFIV, QCOM, TXN, XLNX 4.22.15 (FFIV, QCOM, TXN, XLNX)

Weekly Earnings Preview 4.20.15 (IBM, ARMH, BRCM, CREE, ISRG, MLNX, VMW, FFIV, QCOM, TXN, XLNX, ALTR, JNPR, MSFT)

Uncertainty is a Certainty 3.28.15 (ALTR, BAC, INTC, MSFT, XLNX, QCOM, SNDK, CAVM, SKWS, QVRO, QUIK, TSM)

Odds and Ends 2.10.15 (QCOM, PMCS, CGEN, EZCH, IPHI, ALTR, XLNX)

XLNX 3Q FY15 Earnings Review 1.23.15 (ALTR, TSM, XLNX)

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VNRX

News & Notes 9.7.16 (ANET, INTC, MRVL, QUIK, VNRX)

VolitionRx – A New Biotech Speculation 8.17.16 (VNRX, EXAS)

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D. ETF Coverage

Newsletters featuring KRE (the US Regional Banks ETF), IBB (the Nasdaq Biotech ETF), and foreign ETFs, DXJ, EWP, IEV, and IIF. 

.

A High Level Look at Market Catalysts 11.18.2016  (US Dollar, Interest Rates, IBB, Small Caps)

Updates on INFN MU & IBB 6.21.16 (IBB, INFN, MU)

Brexit Guarantees Nothing 6.14.16 (IEV)

Monday Morning Musings 5.16.16 (AAPL, CGEN, IBB, Major Market Averages, Gold, Oil, Dollar)

India and Juniper 4.12.16 (AVGO, EPI, IIF, INDA, INFN, INTC, JNPR, MLNX)

Friday Notes 3.11.16  (ANET, DXJ, EWP, FNSR, IEV, IIF, MLNX, QUIK)

Why the Fed Will Still Raise Rates in 2016, 3.2.16 (BAC, KRE)

RIR Annual Review for 2015 Part I  1.4.16 (US Markets, DXJ, IEV, EWP, IIF, China, Japan)

November 30th Notes  (AMCC, ANAD, ANET, BAC, DRWI, EWP, EZCH, INFN, INTC, MLNX, SWKS, WAVX)

Brief Company Updates 11.17.15  (ANAD, BAC, EZCH, KRE, MLNX, QUIK, SWKS)

Markets Test August 24 Lows 9.29.15 (EPD, EWP, EZCH, FNSR, IEV, QRVO, QUIK, SWKS)

Weekly Review 8.21.15  (US Stock Markets, MRVL, ANAD and ETFs)

Monday Morning Memo/Coverage Initiated on KRE 8.3.15 (ANAD, ALTR, BAC, CAVM, EPD, EZCH, IPHI, IDTI, HLIT, KRE, MRVL, QRVO, XLNX)

Update on EU & Various Stocks 7.7.15 (INTC, EZCH, EPD, NBL, AMD, MU, IEV, EWP, FNSR, IPHI)

Greece, MU and QUIK 6.26.15  (EWP, IEV, MU, QUIK)

General NASDAQ Comment plus Buy EWP 6.1.15 (ALTR, EZCH, CSCO, INTC, IBB, EWP, NDX)

RIR Non Core Trades 5.20.15 (ALTR, ANAD, BAK, CREE, DXJ, FNSR, HLIT, IDTI, IEV, IIF, MDXG, MVIS, NVDQ, QUIK, QRVO, QCOM, SNDK, SWKS, TXN, XLNX)

Weekly Quick Hits  5.5.15 (ALTR, CAVM, CGEN, LSCC, MVIS, INTC, IIF, QRVO)

Brief Updates 4.9.15 (ALTR, ANAD, CSCO, DRWI, DXJ, EPD EZCH, HLIT, IEV, IIF, INTC, JNPR)

Looking Forward to 2015, 1.1.15 (IEV, DXJ, IIF, ANAD, BAC, JPM, AAPL, INTC, ARMH, KORS, QUIK, CGEN, MVIS, EZCH, EPD)

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E. Videos

 

Audio of QUIK Presentation at Roth  3.14.2017 (QUIK, STM, GOOG)


 

Linley Videos

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