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MEMC Electronic
19 февраля 2014, 23:55

Will The Solar Market Outlook Turn Rosier For 2014?

The new year has brought optimism among U.S. solar companies, from manufacturers to project developers, with some of them touting solid 2013 financial performance and promise to do better in 2014.

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13 мая 2013, 17:02

MEMC Posts Wider-Than-Expected Loss - Analyst Blog

MEMC Electronic Materials Inc. reported first-quarter 2013 adjusted loss per share of 16 cents, which was wider than the Zacks Consensus Estimate of 14 cent loss per share.

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09 мая 2013, 18:04

MEMC Electronic Materials Earnings: Here’s Why Shares are Down Now

Here's your Cheat Sheet to earnings...

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09 мая 2013, 14:29

MEMC's loss narrows as it ships more semiconductor wafers

May 9 (Reuters) - Silicon wafer maker MEMC Electronic Materials Inc's quarterly loss narrowed as it shipped more semiconductor wafers, which are used in chips and solar cells.

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09 мая 2013, 03:37

MEMC Electronic Materials Earnings: What Investors Should Watch

Here's your Cheat Sheet to earnings...

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18 апреля 2013, 23:10

Toshiba, SunEdison in deal to build solar plants in Japan - Nikkei

April 19 (Reuters) - Toshiba Corp and SunEdison, a unit of U.S.-based MEMC Electronic Materials Inc, have agreed to build solar power plants in Japan, the Nikkei said.

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18 марта 2013, 17:43

MEMC Guides Soft 1Q, Upbeat on 2013 - Analyst Blog

MEMC Electronic Materials Inc. provided its financial outlook for first quarter of 2013 and fiscal 2013.

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13 марта 2013, 18:38

MEMC says solar energy systems sales to slump, shares fall

(Reuters) - Silicon wafer maker MEMC Electronic Materials Inc said its sales of solar energy systems would fall in the first quarter from the fourth, sending its shares down 12 percent.

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07 марта 2013, 17:34

MEMC Electronic Materials (WFR) +6.5% premarket after Goldman Sachs upgrades shares to Buy from Hold with a $6.50 price target (from $4), favoring WFR's "unique sum-of-the-parts story" which implies a near-free call option on solar given a steady-growth, cash-flow positive semiconductor segment the firm estimates to be worth $5/share on its own.

MEMC Electronic Materials (WFR) +6.5% premarket after Goldman Sachs upgrades shares to Buy from Hold with a $6.50 price target (from $4), favoring WFR's "unique sum-of-the-parts story" which implies a near-free call option on solar given a steady-growth, cash-flow positive semiconductor segment the firm estimates to be worth $5/share on its own. Post your comment!

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16 февраля 2013, 00:18

EMC’s Isilon Rated Outstanding by Gartner and 4 Chip and Big Data Stocks on the Move

Today's top headlines for chip and big data stocks...

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15 февраля 2013, 00:54

Is EMC an Outperform?

EMC hasn’t performed as well as investors would have liked over the past two years. Is that trend likely to continue?

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14 февраля 2013, 21:59

More on NetApp: The company also disclosed the acquisition of ionGrid, a developer of iOS apps that enable secure access to corporate files. The purchase is off the beaten path for NetApp, which typically doesn't sell apps for client devices. But archrival [[EMC]] is making a push in this space, courtesy of online/mobile file-syncing platform Syncplicity. Also, EMC-controlled VMware (like other major IT software names) offers mobile file-sharing tools, via its Horizon Suite.

More on NetApp: The company also disclosed the acquisition of ionGrid, a developer of iOS apps that enable secure access to corporate files. The purchase is off the beaten path for NetApp, which typically doesn't sell apps for client devices. But archrival EMC is making a push in this space, courtesy of online/mobile file-syncing platform Syncplicity. Also, EMC-controlled VMware (like other major IT software names) offers mobile file-sharing tools, via its Horizon Suite. Post your comment!

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14 февраля 2013, 21:46

NetApp ([[NTAP]] -1.7%) is lower after beating FQ3 estimates and issuing in-line FQ4 revenue guidance. FQ3 product gross margin fell 50 bps Q/Q to 53.1% (services margin rose), OEM revenue (much of it involves IBM) fell 17% Y/Y, and management noted it's seeing a mix shift towards "low-end platforms." However, shipments of high-end clustered systems rose 70% Q/Q, and bookings for systems with flash memory rose 67%. Piper thinks share losses to [[EMC]] are narrowing - on the call, a Credit Suisse analyst seemed worried about market share trends. (transcript)

NetApp (NTAP -1.7%) is lower after beating FQ3 estimates and issuing in-line FQ4 revenue guidance. FQ3 product gross margin fell 50 bps Q/Q to 53.1% (services margin rose), OEM revenue (much of it involves IBM) fell 17% Y/Y, and management noted it's seeing a mix shift towards "low-end platforms." However, shipments of high-end clustered systems rose 70% Q/Q, and bookings for systems with flash memory rose 67%. Piper thinks share losses to EMC are narrowing - on the call, a Credit Suisse analyst seemed worried about market share trends. (transcript) Post your comment!

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14 февраля 2013, 19:50

MEMC Posts Decent 4Q - Analyst Blog

MEMC Electronic Materials Inc. reported fourth-quarter 2012 adjusted earnings per share of 8 cents, which outperformed the Zacks Consensus Estimate of 1 cent.

14 февраля 2013, 19:35

Innovation distinguishes between a leader and a follower

The title of this blog post is a quote from the late Steve Jobs. In highly competitive and mature markets, this quote is very a propos. In the enterprise infrastructure market, I am often asked about the long term rivalry between EMC and NetApp.

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14 февраля 2013, 03:05

More from Cisco's (CSCO) call: FQ2 router sales -6% Y/Y, partly blamed on lumpy service provider orders. Switches were better, +3%. Service provider video (-1% exc. NDS) and security (+1%) were ho-hum, and collaboration (-11%) remains weak. Data center (UCS server) sales soared 65%. Wi-Fi was strong (+27%), but growth slowed from FQ1's +38%. Services +10% and still growing as a % of sales. Americas orders +2% (enterprise strength, federal weakness) and Asia-Pac +3%, but EMEA -6%. Cisco and [[EMC]]'s VCE JV is on a $1B+ run rate. Shares -1.8% AH. (FQ1 data) (earlier)

More from Cisco's (CSCO) call: FQ2 router sales -6% Y/Y, partly blamed on lumpy service provider orders. Switches were better, +3%. Service provider video (-1% exc. NDS) and security (+1%) were ho-hum, and collaboration (-11%) remains weak. Data center (UCS server) sales soared 65%. Wi-Fi was strong (+27%), but growth slowed from FQ1's +38%. Services +10% and still growing as a % of sales. Americas orders +2% (enterprise strength, federal weakness) and Asia-Pac +3%, but EMEA -6%. Cisco and EMC's VCE JV is on a $1B+ run rate. Shares -1.8% AH. (FQ1 data) (earlier) Post your comment!

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13 февраля 2013, 18:18

MEMC Rallies As Q4 Financial Results Top Estimates

MEMC Electronic Materials shares are on the rise Wednesday morning on better-than-expected Q4 results.

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13 февраля 2013, 15:03

MEMC Electronic Materials (WFR): Q4 EPS of $0.08 beats by $0.08.Non-GAAP Revenue of $704.3M beats by $42.84M. (PR)

MEMC Electronic Materials (WFR): Q4 EPS of $0.08 beats by $0.08.Non-GAAP  Revenue of $704.3M beats by $42.84M. (PR) Post your comment!

12 февраля 2013, 01:31

VMware ([[VMW]] -2.7%) is acquiring Virsto, developer of software that significantly improves the performance of storage systems connected to servers running virtualization software from VMware and others. Virsto also enables more efficient storage use through its support for thin provisioning tech. The purchase is the latest in a string of acquisitions (I, II, III) VMware has made as it tries to evolve into an IT infrastructure management leader. Terms aren't disclosed; look for VMware to integrate Virsto's solutions with those of parent [[EMC]]. (earlier)

VMware (VMW -2.7%) is acquiring Virsto, developer of software that significantly improves the performance of storage systems connected to servers running virtualization software from VMware and others. Virsto also enables more efficient storage use through its support for thin provisioning tech. The purchase is the latest in a string of acquisitions (I, II, III) VMware has made as it tries to evolve into an IT infrastructure management leader. Terms aren't disclosed; look for VMware to integrate Virsto's solutions with those of parent EMC. (earlier) Post your comment!

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11 февраля 2013, 22:09

VMware ([[VMW]] -2.5%) slides after Barron's suggests shares could fall another 20%+ on top of their post-earnings bludgeoning. The paper notes revenue growth has steadily decelerated over the last several years thanks to a saturating virtualization software market, and argues a forward P/E of 25 means shares are still expensive (ed: thanks to deferred revenue, VMware's price/free cash flow multiple is lower). The decline comes in spite of an upgrade to Overweight from Evercore. [[EMC]] -1.2%.

VMware (VMW -2.5%) slides after Barron's suggests shares could fall another 20%+ on top of their post-earnings bludgeoning. The paper notes revenue growth has steadily decelerated over the last several years thanks to a saturating virtualization software market, and argues a forward P/E of 25 means shares are still expensive (ed: thanks to deferred revenue, VMware's price/free cash flow multiple is lower). The decline comes in spite of an upgrade to Overweight from Evercore. EMC -1.2%. Post your comment!