~ $NETL ~ Earnings posted, pending or coming soon! In Charts and Links Below!
~ $NETL ~ Earnings expected on Wednesday *
This Week In Earnings: Earnings are coming or are already posted! This is what the charts look like! If you play the earnings these posts can be very helpful to you!
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One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.
~ Barchart: http://barchart.com/quotes/stocks/NETL?
~ OTC Markets: http://www.otcmarkets.com/stock/NETL/company-info
~ Google Finance: http://www.google.com/finance?q=NETL
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=NETL#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=NETL+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=NETL
~ BusyStock: http://busystock.com/i.php?s=NETL&v=2
~ CandlestickChart: http://www.candlestickchart.com/cgi/chart.cgi?symbol=NETL&exchange=US
~ Investorshub Trades: http://ih.advfn.com/p.php?pid=trades&symbol=NETL
~ Investorshub Board Search: http://investorshub.advfn.com/boards/getboards.aspx?searchstr=NETL
~ Investorshub PostStream Search: http://investorshub.advfn.com/boards/poststream.aspx?ticker=NETL
~ Investorshub Goodies Search: http://investorshub.advfn.com/boards/msgsearchbyboard.aspx?boardID=18582&srchyr=2011&SearchStr=NETL
~ Investorshub Message Search: http://investorshub.advfn.com/boards/msgsearch.aspx?SearchStr=NETL
~ MarketWatch: http://www.marketwatch.com/investing/stock/NETL/profile
~ E-Zone Chart: http://www.windchart.com/ezone/signals/?symbol=NETL
~ 5-Min Wind: http://www.windchart.com/stockta/analysis?symbol=NETL
~ 10-Min Wind: http://www.windchart.com/stockta/analysis?symbol=NETL&size=l&frequency=10&color=g
~ 30-Min Wind: http://www.windchart.com/stockta/analysis?symbol=NETL&size=l&frequency=30&color=g
~ 60-Min Wind: http://www.windchart.com/stockta/analysis?symbol=NETL&size=l&frequency=60&color=g
*If the earnings date is in error please ignore error. I do my best.
According to Morgan Stanley, Netlogic Microsystems (NASDAQ: NETL) is downgraded to Underweight.
Morgan Stanley said that a combination of decelerating top-line growth in the company's core KBP business, challenging competitive dynamics in the company's non-core businesses, peaking gross margins, and the stock's recent outperformance will limit further upside in shares of NETL. “As such, we think the stock will be a relative underperformer and move to Underweight.”
NetLogic Microsystems Accelerates Innovation Leadership with 500th Issued Patent
Santa Clara, Calif.
February 7, 2011, 8:00 am
NetLogic Microsystems further expands its technology leadership in knowledge-based processing, multi-core processing and 10/40/100GE PHYs
NetLogic Microsystems, Inc. [NASDAQ: NETL], a worldwide leader in high-performance intelligent semiconductor solutions for next-generation Internet networks, today announced that it was awarded its 500th patent. Being awarded its 500th patent is a strong recognition of NetLogic Microsystems’ innovation and technology leadership in high-performance semiconductor solutions that perform highly differentiated tasks for advanced 3G/4G mobile wireless infrastructure, data center, enterprise, metro Ethernet, and edge and core infrastructure networks.
NetLogic Microsystems’ patent portfolio covers a wide range of innovations, from high-speed circuits to architecture improvements, conceived during the company’s continuing development of its industry-leading knowledge-based processors, multi-core processors and 10/40/100 Gigabit Ethernet physical-layer (PHY) solutions which are being deployed by Tier One original equipment manufacturers (OEMs) in leading systems such as switches, routers, wireless base stations, security appliances, networked storage appliances, service gateways and connected media devices.
“The issuance of our 500th patent is a reflection of the innovative spirit and creative talent of our exceptional engineering teams,” said Dr. Varad Srinivasan, chief technology officer at NetLogic Microsystems. “The power of our intellectual property portfolio enables us to further separate ourselves from the competition in delivering products for next-generation carrier-class, enterprise and data center applications.”
NetLogic Microsystems’ portfolio now includes over 650 worldwide patent issuances and pending filings.
About NetLogic Microsystems
NetLogic Microsystems, Inc. (NASDAQ:NETL - News) is a worldwide leader in high-performance intelligent semiconductor solutions that are powering next-generation Internet networks. NetLogic Microsystems’ best-in-class products perform highly differentiated tasks of accelerating complex network traffic to significantly enhance the performance and functionality of advanced 3G/4G mobile wireless infrastructure, data center, enterprise, metro Ethernet, edge and core infrastructure networks. NetLogic Microsystems’ market-leading product portfolio includes high-performance multi-core processors, knowledge-based processors, content processors, network search engines, ultra low-power embedded processors and high-speed 10/40/100 Gigabit Ethernet PHY solutions. These products are designed into high-performance systems such as switches, routers, wireless base stations, security appliances, networked storage appliances, service gateways and connected media devices offered by leading original equipment manufacturers (OEMs). NetLogic Microsystems is headquartered in Santa Clara, California, and has offices and design centers throughout North America, Asia and Europe. For more information about products offered by NetLogic Microsystems, call +1-408-454-3000 or visit the NetLogic Microsystems Web site at http://www.netlogicmicro.com.
NetLogic Microsystems, the NetLogic Microsystems logo and Putting Intelligence in the Network are trademarks of NetLogic Microsystems, Inc. All other trademarks are properties of their respective owners.
Kelvin Khoo, 408-454-3116
Alex Pantelis, 408-454-3122
That is pretty good. With NETL, CAVM both at the right spot at the right time, with lookup devices, multicore processors, and security chips. Another player that reports on the 10th is EZCH. Search seeking alpha for old articles. They make NPU's and compliment both NETL and CAVM...
6WIND and NetLogic Microsystems Expand Collaboration to Provide High-Performance Packet Processing Software for XLP832 Multicore Communications Processor
January 24, 2011, 8:00 am EST
Expands upon existing collaboration around 6WIND’s industry-standard packet processing software, which has been adopted by leading OEMs in products based on NetLogic Microsystems’ industry-leading XLR® and XLS® multi-core processors
SANTA CLARA, Calif. & PARIS--(BUSINESS WIRE)-- NetLogic Microsystems, Inc. (NASDAQ:NETL - News), a worldwide leader in high-performance intelligent semiconductor solutions for next-generation Internet networks and 6WIND, the leading provider of commercial packet processing software solutions, today announced an expansion of their collaboration to deliver high-performance solutions for next-generation telecom infrastructure, networking equipment and security appliances. Building on the success of its 6WINDGate™ packet processing software for NetLogic Microsystems’ XLR® and XLS® processor families, 6WIND will introduce support for NetLogic Microsystems’ best-in-class XLP832 multi-core communications processor. 6WIND will discuss its support for NetLogic Microsystems’ platforms at the upcoming Mobile World Congress in Barcelona from February 14th to 17th (booth 2H10) and at the RSA Conference in San Francisco from February 14th to 18th.
The XLP832 processor is designed for next-generation networking applications such as security appliances, Layer 4 through Layer 7 switching, storage networking, 3G/4G wireless and small business networks that require extremely high levels of system performance. The 6WINDGate software suite uniquely complements the XLP832 processor, by delivering the high packet processing performance that is required in order for networking equipment to deliver advanced services running on these applications. Designers of networking equipment for data center and cloud applications are increasingly developing next-generation systems that are capable of scaling to line rates of 160Gbps while providing support for intelligent networking, advanced security protocols and energy reduction. As the gold standard for commercial multi-core packet processing software, 6WINDGate delivers a 10x performance improvement, allowing OEMs to develop products that achieve the best cost-performance, integration and energy efficiency in the industry.
“We have enjoyed Tier One customer success from our collaboration with 6WIND on multiple generations of our products, and we are pleased to extend our relationship into our latest family of XLP multicore processors,” said Behrooz Abdi, executive vice president and general manager at NetLogic Microsystems. “By tightly coupling the industry-leading 6WINDGate software with our breakthrough XLP processors, we offer customers a major performance improvement over existing solutions.”
NetLogic Microsystems’ breakthrough XLP™ multi-core processor family is the first and only embedded communications processor that features quad-issue, quad-threaded and superscalar out-of-order capabilities with scalability to 128 NXCPUs™ operating at 2.0GHz. Designed in TSMC’s advanced 40nm process, the XLP family of multi-core processors is optimized to deliver unparalleled data plane and control plane performance, as well as the ability to support billions of in-flight messages and packet descriptors. The XLP cores are quad-threaded to effectively minimize bottlenecks and memory latencies that are inherent in network data-plane processing applications, and are equipped with a tri-level cache architecture with over 50 Mbytes of fully coherent on-chip cache.
“We are pleased to partner with industry leader NetLogic Microsystems to optimize the performance of our software on the innovative XLP multicore processing platform,” said Eric Carmès, CEO of 6WIND. “The XLP architecture incorporates a wide range of features that accelerate advanced networking functions. By fully exploiting these features within 6WINDGate, we are able to deliver a truly optimized hardware-plus-software solution for performance-critical networking applications.”
Providing a comprehensive, pre-integrated suite of networking protocols fully optimized for multi-core platforms, 6WINDGate eliminates the need for OEMs to invest their engineering resources into combining discrete protocols from multiple sources and/or designing custom optimizations to exploit the performance features of the processor they have selected. This allows 6WIND’s customers to eliminate up to twelve months of development time, reaping the rewards of being early to market with cost-optimized products that typically achieve 10x the performance obtainable from a standard operating system stack.
For more information on 6WINDGate support for the NetLogic Microsystems XLP832 processor please visit http://www.6wind.com/.
NetLogic will be at these upcoming events==>
Mobile World Congress 2011
February 14-17, 2011
Fira de Barcelona
February 14-18, 2011
San Francisco, CA – USA
NetLogic Microsystems Extends Technology Leadership with its First Silicon Tape-Outin TSMC’s Advanced 28nm Process
Santa Clara, Calif. – January 17, 2011 – NetLogic Microsystems, Inc. [NASDAQ: NETL], a worldwide leader in high-performance intelligent semiconductor solutions for next-generation Internet networks, today announced that it has developed and taped out its next-generation silicon in the advanced 28nm process at Taiwan Semiconductor Manufacturing Company (TSMC). The leading-edge 28nm process offers up to 50 percent higher speed, 40 percent lower power and 100 percent higher gate density compared to the 40nm node, and up to 120 percent higher speed, 60 percent lower power and over 300 percent higher gate density compared to the 65nm node.
As an Early Access/Development Partner for TSMC’s 28nm process, NetLogic Microsystems is migrating its next-generation multi-core processing, knowledge-based processing and 10/40/100 Gigabit PHY product lines to the advanced process node to offer customers best-in-class performance, power efficiency and cost structures. These 28nm products are targeted at next-generation LTE (Long Term Evolution), IPv6, data center and security markets.
NetLogic Microsystems has consistently adopted the strategy of aggressively adopting the most advanced process nodes for its market-leading products to drive significant performance and power advantage, and to further separate itself from the competition in the network infrastructure market. For example, NetLogic Microsystems was the first vendor to deliver 10/40/100 Gigabit Ethernet PHY, multi-core processors and knowledge-based processors in the advanced 40nm process.
“I congratulate our team on this major milestone and for continuing to outperform the industry on engineering execution excellence by having taped out a very complex silicon for next-generation network infrastructure applications,” said Ron Jankov, president and CEO at NetLogic Microsystems. “Our strategy to be on the forefront of manufacturing technologies and be one or two nodes ahead of our competition has helped us grow market share in knowledge-based processors, 10/40/100GE PHY and now multi-core processors.”
NetLogic Microsystems will be introducing multiple new products in 28nm throughout 2011.
NetLogic Microsystems Contact:
NetLogic Microsystems, Inc.
NetLogic Microsystems Media Contact:
NetLogic Microsystems Wins the 2010 Most Respected Emerging Public Semiconductor Company Award for Second Consecutive Year
NetLogic Microsystems was voted by its industry peers, customers, partners and the Global Semiconductor Alliance (GSA) as the Most Respected Public Semiconductor Company with revenue up to $500 million
Santa Clara, Calif. – December 13, 2010 – NetLogic Microsystems, Inc. [NASDAQ: NETL], a worldwide leader in high-performance intelligent semiconductor solutions for next-generation Internet networks, today announced that it has received the 2010 Most Respected Emerging Public Semiconductor Company Award for the second consecutive year from the Global Semiconductor Alliance (GSA). NetLogic Microsystems was voted by its industry peers, customers, partners and members of the GSA as having the most respect of the industry in terms of its products, leadership, vision and future opportunities.
The prestigious award was presented to NetLogic Microsystems president and chief executive officer Ron Jankov at last week’s GSA Awards Dinner in Santa Clara, Calif. In addition to naming NetLogic Microsystems as the Most Respected Public Semiconductor Company in the $500 million category, the GSA awarded Broadcom Corporation the Most Respected Company recognition in the $500 million - $10 billion category, and named Intel Corporation as the Most Respected Company in the $10+ billion category.
“We congratulate NetLogic Microsystems for winning the prestigious 2010 Most Respected Emerging Public Semiconductor Company Award at this year’s GSA Awards Dinner,” said Jodi Shelton, co-founder and president of the GSA. “The GSA Most Respected Public Company Awards are presented to companies who are truly exceptional and are exemplary to their industry peers. For the GSA to have selected Intel, Broadcom and NetLogic Microsystems in their respective categories for two consecutive years is a testament to their continued success in overall execution, engineering excellence and impressive financial performance.”
“We are honored to receive this top recognition from our peers in the semiconductor industry for the second year running,” said Ron Jankov, president and chief executive officer at NetLogic Microsystems. “This is a tribute to the excellence and dedication of our global NetLogic Microsystems team for the extraordinary accomplishments in 2010. I would also like to thank our customers, partners and suppliers for their continued support in NetLogic Microsystems.”
About NetLogic Microsystems
NetLogic Microsystems, Inc. (NASDAQ: NETL) is a worldwide leader in high-performance intelligent semiconductor solutions that are powering next-generation Internet networks. NetLogic Microsystems’ best-in-class products perform highly differentiated tasks of accelerating complex network traffic to significantly enhance the performance and functionality of advanced 3G/4G mobile wireless infrastructure, data center, enterprise, metro Ethernet, edge and core infrastructure networks. NetLogic Microsystems’ market-leading product portfolio includes high-performance multi-core processors, knowledge-based processors, content processors, network search engines, ultra low-power embedded processors and high-speed 10/40/100 Gigabit Ethernet PHY solutions. These products are designed into high-performance systems such as switches, routers, wireless base stations, security appliances, networked storage appliances, service gateways and connected media devices offered by leading original equipment manufacturers (OEMs). NetLogic Microsystems is headquartered in Santa Clara, California, and has offices and design centers throughout North America, Asia and Europe. For more information about products offered by NetLogic Microsystems, call +1-408-454-3000 or visit the NetLogic Microsystems Web site at http://www.netlogicmicro.com.
NetLogic Microsystems and the NetLogic Microsystems logo are trademarks of NetLogic Microsystems, Inc. All other trademarks are properties of their respective owners.
NetLogic Microsystems Contact:
NetLogic Microsystems, Inc.
NetLogic Microsystems Media Contact:
Post-CES, Semiconductor Stocks On A Tear
The consensus is starting to recognize a semiconductor upturn, as innovation drives chip market.
Semiconductor stocks have been on a tear. After incurring a mid-course inventory correction that kicked off with Intel's PC slowing in mid-summer, stocks were hammered for a couple of weeks by fears of double-dip and a new recession. It turns out all was fine with the economy, and most shares have jumped to new recovery highs. The upturn started way before the crowd called it, with six full quarters of actual positive growth to date, preceded by an additional three to four months of increasing order rates. ISMs turned upward in early spring 2009, but so acidic was the financial and political environment few paid attention to the reliable lead indicators.
Today, finally--after much fretting and teeth gnashing--the consensus is beginning to recognize this new economic upturn's similarities with the prior globally synchronized expansion in 2002-2007. Sure, there are still worries about the European periphery, but key old member states (read: Germany) and new member states are thriving. New states are entering the common currency zone, despite its purported demise cast with global contagion, risky assets, emerging market decoupling, new depression and other market shibboleths. Worries over the rising price of oil could turn out to be as irrelevant as they were back in 2004-2005.
Instead of a diminished future, America faces a third year of strong overseas demand for its technologically advanced capital goods including--as the recent CES show made abundantly clear--electronics paraphernalia and chips. Industrial concerns were also a player at CES, notably in the form of automakers sporting cool user interfaces and using connectivity as key selling tools. Japan, South Korea and Taiwan were in view, but the stars were all American, as innovation reigned supreme and the world flocked to the United States' latest and greatest.
Even as China shows off advanced fighters and missiles, its economic dependence on imports is coming to the fore, with its latest trade figures showing a narrowing surplus even though its currency has only moved up modestly the past year. China's capital markets are also far less developed and even flimsy compared with the U.S. and the E.U.'s, all the silly rhetoric notwithstanding; its IPOs are already coming under deserved scrutiny for lack of transparency, code for hype. Beneath the headlines, China's per capita income remains only 10% of Japan's.
Thinking that a multiyear disaster lay ahead, Wall Street mavens fled the U.S. in 2008 and set up shop in front of what was promoted as an emerging markets path to unending riches. Yet while China's central bank correctly tightens in front of resource and capital goods reliance, the U.S. dollars chugs along in the face of Fed ease--mirroring a more diverse, entrepreneurial and dynamic economy. As America makes the long transition back toward greater manufacturing and industrial reliance, its consumer and retail sectors are showing great resilience, far from sign of a decaying or atrophy society the critics would sell.
Without any concrete sign of improving financials, market recognition of these many underlying positives is what's mostly behind the rally in chip stocks the past four months, most of which have trimmed guidance, with some even pointing to sharp near term declines. This is the way these stocks hit the cycle bottom two years ago, however, so many are obviously betting on a repeat lightning strike.
One worry is the bandwagon-jumping by those who missed in the past two years, as major firms have to get bullish now that the handwriting's on the wall and smaller entities seek a piece of the financing opportunities ahead. When underlying events warrant, there's nothing wrong with newfound optimism; what elicits concern is the price target game, without raising earnings estimates or fundamentally justifying the hikes. What's worse is when the target price goes up but ratings are maintained neutral or negative.
As earnings season approaches, I'm mindful that January through mid-April are typically strong months for chip bookings. If, as a number of companies have previously indicated, order rates got better as lead times shortened through the fall, then chip stocks will be just fine from here. Even if the December quarter reports are at, or even somewhat beneath, prior guidance, improving book-bill ratios should be enough to sustain the recent upward path. On the other hand, companies citing higher orders but still seeing down sequential sales (and earnings) for the upcoming March 2011 quarter will be penalized. For sure, end markets are so strong that the trend is up, but there's nothing like seeing the whites of their eyes.
Our favorites for the year ahead remain Altera, Linear Tech, Analog Devices, NetLogic, Broadcom and ASML. CES made it clear that the market is all about innovation, with new products pouring off drawing boards and old world items engineered to the fashion. I began this column twenty months ago with an emphasis on connectivity and mobility, highlighting smartphones both for their chip content and for the new broadband infrastructure necessary to support mobile Internet use. Security and quality of service throughout the network was the order of the day as these high performance devices swept the planet, tying together disparate economies and increasing productivity while kick-starting global industrial growth.
The aforementioned chip suppliers are obvious winners, but the world's leading photolithography maker, ASML, is probably less obvious and requires some additional explanation. With ASML already having ousted Canon from what had been a long-standing triumvirate responsible for supplying "steppers"--machines that lay out and print critical dimensions on the silicon wafers used to fabricate chips--the company's technical prowess is today also neutering Nikon. New generation steppers are required for the faster, more capable, and more power efficient chips that are driving most end market demand.
While this demand dictate has existed over the chip industry's near 50-year course, some of the cycles have been more focused on low-cost consumer applications, thus mitigating pricing power for the productive equipment. This was true in 2004-2007, when enterprise and communication infrastructure occupied a back seat following the 1996-2000 overbuilding. The irony of smartphones and iPads--consumer items of the Nth degree--is they are nearly always on a fast, wide-open Internet filled with viruses, hackers and other cyber risks.
Internet content increasingly dominated by full-feature video and demand for ultra-high-performance bandwidth means high chip demand up and down the line, necessitating tinier line widths and new-generation steppers. As ASML consolidates its competitive position and introduces both refinements to existing models as well as far more complex and capable new generation machines, its already rising selling prices are about to take a step function jump.
Compared with the roughly $25 million per machine price today, ASML will start shipping some items at a $50 million price point late next year, with technical extensions pushing that number to $60 million. This transition will go through this decade but it means a rising mix ASP over the course of the decade. Unit demand will ebb and flow with the chip cycles' many vagaries, including economic demand, internal manufacturing and supply chain. These are what are known in the trade as high-class problems.
Can NetLogic's Latest Pattern Rev Up Investors' Portfolios?
Investor's Business Daily
Today we're going to look at NetLogic Microsystems (NETL).
The company makes semiconductors that help the Internet keep up with growing demands from smart phones, tablets and the many new apps that are constantly coming out.
* After a downturn a few years back, sales have rebounded. The company has scored triple-digit sales growth gains for the past four quarters.
* Earnings growth has also been hot, coming in at 82% last quarter.
* But analysts think growth will cool during the coming year. They see earnings rising just 4% in 2011.
* The tech world is powered by new products and NetLogic is devoting a good chunk of its money toward coming up with them. Last year it funneled more than 42% of its sales revenue toward research and development. That's above average for its industry group.
* The company's management owns about 16% of its shares. You like to see management own a portion of a company because it means they have a stake in its success.
* Mutual funds and hedge funds own 80% of the shares not owned by management. So there is some interest from professional investors. Also, the number of funds owning the stock has been rising — another plus.
Thanks for your time. Good luck with earnings report tonight!
BRLC, Well I'll say one thing. Institutional investors are buying up a bunch of shares. In fact it's 11.5% of the portfolio of Noesis Capital Management Corp.
I do agree that the SEMI industry is due for an upturn. Analysis are predicting double digit growth for 2007. Alot of SEMI stocks have been beated down to where they have very low valuations.
I'm in LTXX, UCTT and INTT with LTXX being one of my largest holdings.
Good luck to you!!
One more for you if you don't mind. BRLC has been mentioned and pushed by a friend. Any thoughts?
Thanks for your reply. If you look any deeper let me know what you think. The articles I've read seem postive about the stock, it's chart and the semi industry in general. Thanks again.
e5oo NETL, I have not followed the stock recently. Just going by the financials, it looks like they have some difficult comparisons coming up. In the most recent Q2 '06 the $0.15 eps vs $0.14 Q2 '05 doesn't show much growth.
In Q3 '05 they reported $0.20, so that may be hard to beat. If they do show growth in EPS, how much will it be? Then the following Q4 '05 they reported $0.28.
I guess I'd have to say neutral simply because I have not read the recent filings.
Sorry, I'm not much help!
What are your thoughts about netlogic these days? Thanks
Strong sales growth 43.4% sequential and 162.7% year over year.
NETL make $0.29 last quarter.
At that pace, the forward P.E. would be just 11.6 and with this kind of growth, It looks real good to me!! It's near a possible "break-out" as well !!!
Strong institutional buying