Steve Mullane

Shares of Lumentum Holdings Inc (NASDAQ: LITE) plummeted more than 30 percent Monday after revising its guidance lower after an un-named industrial and consumer customer, most likely Apple Inc. (NASDAQ: AAPL), lowered its orders. Here is a summary of how some of the Street's top analysts...

The VCSEL, or vertical cavity surface-emitting laser, market continues to experience "drama" and BlueFin Research Partners is compiling data and commentary from the VCSEL segment in an attempt to gain a better understanding of market dynamics. The Analyst BlueFin analysts John...

For the second straight day, Advanced Micro Devices, Inc. (NASDAQ: AMD) and Intel Corporation (NASDAQ: INTC) are on the move following a note from BlueFin Research suggesting Intel’s 10nm chips could be in production sooner than expected. What Happened AMD stock has gained more than 200...

Firsthand checks and research suggest Apple Inc. (NASDAQ: AAPL) has "modestly" lowered its 2018 iPhone builds by 8 million units, according to BlueFin Research Partners.  The Analysts BlueFin's John Donovan and Steve Mullane. The Thesis Donovan and Mullane's deep...

Apple Inc. (NASDAQ: AAPL) is facing some difficulty in selling its latest iPhone device which has broad implications across the company's entire ecosystem, according to BlueFin Research Partners.  The Analysts BlueFin Research Partners' John Donovan and Steve Mullane. The Thesis...

Intel Corporation (NASDAQ: INTC) is rumored to be on pace to launch its Coffee Lake chips sooner than expected, but analysts at BlueFin Research Partners expect an August timeframe launch. May Production Levels Intel's overall production levels remain strong across the fabs at Intel,...

Some Wall Street analysts have commented that Apple Inc. (NASDAQ: AAPL) is revising iPhone 8 build reductions lower. According to BlueFin Research Partners' John Donovan and Steve Mullane, however, there's no evidence of this. Donovan and Mullane commented in a report that the iPhone 8...

Apple Inc. (NASDAQ: AAPL) could face production delays on iPhone 8 as 3D image sensors from STMicroelectronics NV (ADR) (NYSE: STM) may not be ready for a September iPhone launch due to a fire at its fab in Crolles, France. Last week, DigiTimes reported that the iPhone 8 would not enter production...

Intel Corporation (NASDAQ: INTC) raised its 2017 capex budget by 26 percent to $12 billion in their latest earnings call, with $2.5 billion earmarked for Memory expansion. Intel's Relation With Others Analyst Steve Mullane of BlueFin Research says Intel’s additional spending on Memory will...

Production levels remained stable month-on-month for Intel Corporation (NASDAQ: INTC) in September. BlueFin’s Steve Mullane reiterated a Positive rating on the company. The company ended Q3 with production down 3-4 percent sequentially, 2 percent higher than the guidance. On September...

The decline in PC shipments has been less than feared and the PC environment is showing “continued signs of improvement in the September quarter,” Bluefin’s Steve Mullane said in a report. He reiterated a Positive outlook on Intel Corporation (NASDAQ: INTC). July Production...

Expectations for the world’s largest public company seem to be relatively low for Apple Inc. (NASDAQ: AAPL) standards heading into the company’s Q4 earnings report. The stock started off the year down 6.0 percent, but the company’s all-important iPhone sales numbers out this...