Full-time Stringer, San Francisco Bureau -- covering semiconductors
Ian's Feed
Oct 21, 2009

Comcast says will look at all content prudently

SAN FRANCISCO, Oct 20 (Reuters) – Comcast Corp <CMCSA.O>, the
largest U.S. cable operator, will look at all opportunities in the
content business, Chief Executive Brian Roberts said on Tuesday,
but he declined to comment on any specific situations.

Comcast has been widely reported to be in deal talks with
General Electric Co <GE.N> to buy a majority stake in NBC
Universal. The deal under consideration would combine Comcast’s
cable network assets and $4 billion to $6 billion of cash with NBC
Universal to create a new and larger content company including TV
broadcast, cable networks, movie and theme park assets.

Oct 20, 2009

U.S. video game sales up 1 percent in Sept; PS3 top: NPD

SAN FRANCISCO (Reuters) – Price cuts helped Sony Corp’s Playstation 3 become the top-selling video game console for the first time since its release, as U.S. sales of video game gear and software in the United States rose a modest 1 percent in September from a year ago, a research group said on Monday.

The PlayStation 3 dethroned long-running champ Nintendo and its Wii console to take the top spot, according to NPD. Microsoft’s Xbox 360 came in third.

Oct 20, 2009

U.S. video game sales up 1 pct in Sept; PS3 top-NPD

SAN FRANCISCO, Oct 19 (Reuters) – Price cuts helped Sony
Corp’s <6758.T> Playstation 3 become the top-selling video game
console for the first time since its release, as U.S. sales of
video game gear and software in the United States rose a modest
1 percent in September from a year ago, a research group said
on Monday.

The PlayStation 3 dethroned long-running champ Nintendo
<7974.OS> and its Wii console to take the top spot, according
to NPD. Microsoft’s <MSFT.O> Xbox 360 came in third.

Oct 16, 2009

AMD loss beats Street, but shares slide

SAN FRANCISCO (Reuters) – Strong notebook processor sales helped Advanced Micro Devices Inc <AMD.N> post a narrower than expected loss and turn its core chipmaking business profitable, but the results failed to excite investors, who sold off its shares.

The stock of the chip maker — which has posted 12 consecutive quarters of losses — slid 5 percent as investors took profits after a 60 percent run-up over the past three months on growing hopes of a sustained recovery in the technology sector, underscored by stellar earnings from bellwether Intel Corp <INTC.O> this week.

Oct 14, 2009

Intel buoys tech sector, but some preach caution

SAN FRANCISCO (Reuters) – U.S. tech stocks sprang higher on Wednesday after better-than-expected results and forecasts from bellwether Intel Corp <INTC.O> galvanized investors’ hopes that an industry recovery was underway.

Investors scrutinizing the battered tech sector for signs of a sustained rebound in demand after a debilitating recession took heart from Intel’s forecasting revenue and margins well in excess of Wall Street expectations on Tuesday.

Oct 14, 2009

Intel glides past Street expectations, cheers market

SAN FRANCISCO, Oct 13 (Reuters) – Intel Corp’s <INTC.O>
quarterly outlook and results soared past expectations on
Tuesday, sending shares 7 percent higher and fueling optimism
over a tech sector recovery before the crucial holiday season.

Intel’s rosier than expected forecast and comments about
recovering demand for personal computers cheered markets and
helped lift shares in tech heavyweights from Dell <DELL.O> to
Hewlett-Packard <HPQ.N>.

Oct 13, 2009

Intel quarterly results beat Street, shares rise

SAN FRANCISCO (Reuters) – Intel Corp’s quarterly outlook and results shattered expectations on Tuesday, boosting its shares 6 percent and fueling optimism over a tech sector recovery before the crucial holiday season.

Analysts said Intel’s rosy forecasts for revenue and margins, both of which exceeded expectations, and comments about recovering personal computer demand cheered markets and sparked a tech stock rally that included heavyweights Dell Inc and Hewlett-Packard Co.

Oct 13, 2009

Nvidia changing direction

SAN FRANCISCO (Reuters) – Nvidia Corp’s decision to indefinitely postpone investment in chipsets for Intel Corp’s next-generation processors signals a shift in focus to fast-growing mobile devices that could see the company exiting the PC chipset market.

Led by Taiwan-born Chief Executive Jen-Hsun Huang, executives at the company that spends up to $1 billion annually on research have been talking up its Tegra mobile chip platform — which manages power, memory and graphics for devices such as Microsoft Corp’s Zune media player.

Oct 8, 2009

Strong Intel third-quarter expected, outlook crucial

SAN FRANCISCO (Reuters) – Intel Corp <INTC.O> should handily beat forecasts when it kicks off a busy earnings season for the chip sector next week, but investors worry that corporate spending will not rebound until mid-2010.

Investors have bet on a stellar third-quarter for the world’s top chip maker, pushing its stock up nearly 25 percent in three months based on resurgent demand in Asia and other recovering economies.

Oct 8, 2009

Strong Intel Q3 expected, outlook crucial

SAN FRANCISCO, Oct 7 (Reuters) – Intel Corp <INTC.O> should
handily beat forecasts when it kicks off a busy earnings season
for the chip sector next week, but investors worry that
corporate spending will not rebound until mid-2010.

Investors have bet on a stellar third-quarter for the
world’s top chip maker, pushing its stock up nearly 25 percent
in three months based on resurgent demand in Asia and other
recovering economies.

    • About Ian

      "A San Francisco native, I've always had an interest in computers and electronics. I guess it makes sense that I'd eventually find myself covering semiconductors as a full-time stringer for Reuters. It's always been my dream to work for a wire service, and I'm excited to be a part of this fantastic company."
    • More from Ian

      Publications:
    • Follow Ian