A Semiconductor Stock To Fear, 4 To Watch

A Semiconductor Stock To Fear, 4 To Watch

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OCZ Technology Group (OCZ) dropped 40.32% after the company delayed filing its second quarter report, reported lower revenue, and expected a significant net loss.  Operating briefly without a CEO, the company announced that Ralph Schmitt would be the new president and CEO. OCZ originally forecast reduced revenue of $130 to $140 million for the quarter.

OCZ closed recently at $1.88, a new 52-week low. It is a stock investor's greatest fear. STEC (STEC) also fell after OCZ provided its downbeat forecast.

There are some positive developments. OCZ has a joint development with Marvell (MRVL) for a PCI-E platform for software caching functions. OCZ could focus on higher-end products, which would improve margins. Yet, the market is responding differently as the company guides lower. Lower guidance from OCZ illustrates the company is having a difficult time selling its products effectively in the enterprise space. Samsung is well-versed in this space.

Business Section: Investing Ideas

 

1. SanDisk Corp. (SNDK, Earnings, Analysts, Financials): Designs, develops, manufactures, and markets NAND-based flash data storage card products that are used in various consumer electronics products. Market cap at $10.28B, most recent closing price at $42.56. Solid State Drives (“SSD”) are growing in demand. SanDisk, which better-managed its NAND supply is positioned to benefit as SSD’s demand grows.

Traditional hard-drive manufacturers are still generating strong profits and high margins even as SSD demand is growing:

 

2. Western Digital Corp. (WDC, Earnings, Analysts, Financials): Engages in the design, development, manufacture, and sale of hard drives worldwide. Market cap at $8.92B, most recent closing price at $36.37.

 

3. Seagate Technology PLC (STX, Earnings, Analysts, Financials): Designs, manufactures, markets, and sells hard disk drives for the enterprise, client compute, and client non-compute market applications in the United States and internationally. Market cap at $11.07B, most recent closing price at $28.23.

 

Pure-play semiconductors include:

 

4. Marvell Technology Group Ltd. (MRVL, Earnings, Analysts, Financials): Designs, develops, and markets analog, mixed-signal, digital signal processing, and embedded and standalone ARM-based microprocessor integrated circuits. Market cap at $4.92B, most recent closing price at $8.82. Shares broke a 52-week low on October 10.

 

5. Micron Technology Inc. (MU, Earnings, Analysts, Financials): Engages in the manufacture and marketing of semiconductor devices worldwide. Market cap at $5.86B, most recent closing price at $5.76.  An analyst day hosted by Micron will be held October 12, 2012.

 

Written by Chris Lau.

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8 Responses to “A Semiconductor Stock To Fear, 4 To Watch”

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