atheros

This morning, Goldman Sachs writes "On Tuesday after the close, Qualcomm announced it had completed the acquisition of Atheros for an enterprise value of $3.1 bn. The acquisition is expected to be modestly dilutive to EPS in FY2011 and modestly accretive in FY12, consistent with Qualcomm's original...

FBR Capital released its 2011 Semiconductor Sector Outlook today, and highlighted the following companies as its top picks based on growth: Qualcomm (NASDAQ: QCOM – Outperform)—We remain constructive on QCOM given the firm is the most ―pure-play‖ smartphone chip provider. Key near-term...

Piper Jaffray released its industry note today on semiconductors and highlighted some of the manufacturers they track. Altera (ALTR) is rated Overweight. Our $48 price target is based on 18x CY11E EPS. Risks for Altera include: 1) reliance on foundries for wafer production, 2) competition 3)...

Piper Jaffray has published a research report on Semiconductors and Enabling Technologies. In the research report, Piper Jaffray writes on these companies: "Atheros (NASDAQ: ATHR) is rated Overweight. Our $38 price target is based on 18x CY11E EPS. Risks for Atheros include: Speed of transition to...

Piper Jaffray expects capital spending to increase over the next year for the semiconductor and enabling technologies markets, believing that foundries and NAND flash makers will need to continue spending aggressively in order to meet demands. Growth for the flash bits per wafer is slowing while...

3Q production checks largely stable versus prior checks; Marvell (NASDAQ: MRVL), Atheros (NASDAQ: ATHR), Advanced Micro Devices (NYSE: AMD) weakest. We have a fresh look at production start trends across the top foundry suppliers, FBR Capital reports. In aggregate, 3Q production starts have...

Atheros Communications, Inc. (NASDAQ: ATHR) is expected to meet 3Q revenue guidance as its gaming console market builds, ROCm handset grows, some gains are evident with notebook Wi-Fi, FBR Capital Markets reports. iPad success is eating into the notebook markets as well as Atheros business, but...