With shares of Intel (NASDAQ:INTC) trading around $23, is INTC an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s MovementIntel designs and manufactures integrated digital technology platforms, including microprocessors and chipsets. The company sells these platforms primarily to original equipment manufacturers, original design manufacturers, and industrial and communications equipment manufacturers in the computing and communications industries. Intel�� platforms are used in a range of applications, such as personal computers, data centers, tablets, smartphones, automobiles, automated factory systems, and medical devices.
The company also develops and sells software and services primarily focused on security and technology integration. Microprocessors, chipsets, and software products and services are at the root of most technological progress. A bellwether and main provider like Intel will see rising demand and increased market share, as it is the only viable option for a growing consumer base and expanding companies worldwide.
Hot Information Technology Stocks To Watch Right Now: LifeLock Inc (LOCK)
LifeLock, Inc., incorporated on April 12, 2005, is a provider of proactive identity theft protection services for consumers and identity risk assessment and fraud protection services for enterprises. It operates in two segments: consumer segment and an enterprise segment. In its consumer segment, the Company offer identity theft protection services to consumers on a monthly or annual subscription basis. In its enterprise segment, it offer identity risk assessment and fraud protection services to enterprise customers who pay the Company based on their monthly volume of transactions with it. It protects its consumer subscribers, whom it refers to as its members, by monitoring identity-related events, such as new account openings and credit-related applications. It also provides remediation services to its members in the event that an identity theft actually occurs. On March 14, 2012, the Company acquired ID Analytics, Inc. In December 2013, the Company announced that it has completed the acquisition of Lemon Inc.
Consumer Business
The Company protects its members by proactively monitoring identity-related events, such as new account openings and credit-related applications, which may present a risk of identity theft. If it detects that a member�� personally identifiable information is being used, the Company sends notifications and alerts, including proactive, near real-time, actionable alerts, to the member via text message, phone call, or e-mail through its LifeLock Identity Alert system that allows the member to confirm valid or unauthorized identity use.
Enterprise Business
The Company delivers on-demand identity risk assessment and authentication information about consumers to its enterprise customers in their daily transaction flows. Its enterprise customers utilize this information in real time to authenticate their customers, assess their risk profile, and enhance the enterprise�� decision making process on which to base account opening, le! nding, credit, and other risk-based decisions. By integrating its services into their business processes, its enterprise customers can reduce potential financial losses from identity fraud. Information generated from the transaction flow at its enterprise customers is transmitted back to its data repositories, which continually enhances the LifeLock ecosystem and helps strengthen the services the Company can provide to its customers in the future.
The Company competes with Experian, Equifax, TransUnion, Affinion, Early Warning Systems, Intersections and LexisNexis.
Advisors' Opinion:- [By Jon C. Ogg]
LifeLock Inc. (NYSE: LOCK) has only been public for about 15 months. It is a high beta stock, trading at 55-times expected trailing earnings and almost 48-times expected 2014 earnings. The driving force here is that identity theft and organized global fraud against consumers is forcing everyone to buy identity protection services. Target was the worst recent news on this front, but there are literally dozens of other companies who have had data breaches on their millions of customers. LifeLock shares hit a new high of $20.83 on Friday and closed up 1.6% at $20.41 on the day. This one is up about 150% from its IPO in late 2012.
- [By Jake L'Ecuyer]
LifeLock (NYSE: LOCK) was also down, falling 15.33 percent to $10.99 after the company announced Friday that it had halted its mobile wallet service, shocking the street.
Best Communications Equipment Companies To Invest In 2014: Envivio Inc (ENVI)
Envivio, Inc., incorporated on January 5, 2000, is a provider of Internet protocol (IP) video processing and distribution solutions, which enable the delivery of video to consumers. The Company�� solution is designed to enable service providers and content providers to offer video anytime, anywhere across a range of video formats, networks, consumer devices and operating systems. Its software-based solution runs on industry-standard hardware and includes encoders, transcoders, network media processors all controlled through its network management system. It enables service providers and content providers to deliver linear broadcast and on-demand video services to their customers through multiple screens, such as tablets, mobile handsets, netbooks, laptops, personal computers (PCs) and televisions. Its customers include mobile and wireline telecommunications service providers, cable multiple system operators (MSOs), direct broadcast satellite service providers (DBSs), and content providers, which includes broadcasters and content publishers, owners, aggregators and licensees.
Core Technologies
The Company�� software platform includes core technologies: modular software architecture and multi-core video compression. The Company�� core competencies are in developing advanced media compression and video over IP technologies, where it delivers a carrier grade, multi-screen solution. Its modular software architecture provides a common platform of capabilities and features, which allows its products to perform critical video processing and distribution functions, including ingestion, processing, packaging, protection and encryption, network optimizations and monitoring. In addition, its software-based architecture allows customers to enable features or add capacity through the input of a simple security or license key.
The Company Multi-core video compression has a set of video processing and compression algorithms designed to optimize performance on industry-stan! dard, multi-core hardware chipsets. These algorithms are central to all of its encoder and transcoder products.
Products
The Company�� unified video headend solution and unified delivery infrastructure for live and on-demand multi-screen video delivery are built on its encoding, transcoding and video distribution products. Its suite of products consists of Envivio 4Caster, Muse, Halo and 4Manager. Its 4Caster product delivers video to mobile, PC and television from a single platform. It has designed 4Caster to optimize live and on-demand workflows for video delivery commensurate with the characteristics of both legacy and current network infrastructures by encoding video input in multiple codecs, resolutions, bit rates and formats. 4Caster utilizes pre-processing techniques to clean and optimize video sources before encoding.
Envivio Muse is its new multi-screen software architecture designed for live or file-based video transcoding and distribution to multiple devices. Muse is available on industry-standard blade servers or its 4Caster appliances and enables service providers running large-scale operations to leverage their existing datacenter infrastructure to deliver enhanced video services. Muse also enables advanced functionality, such as ad-insertion and content protection for mobile devices that facilitates service monetization.
The Company�� Halo Network Media Processor performs final content adaptation for consumer devices, including protected adaptive bitrate streams compatible with Apple iOS, Android 3 and Microsoft Smooth Streaming enabled consumer devices. Its 4Manager network management system is specifically engineered to manage next generation video headends for mobile television, over-the-top (OTT) and Internet protocol television (IPTV), while continuing to support traditional broadcast distribution networks. 4Manager allows service providers to monitor and control all headend appliances. 4Manager is designed to maximize video he! adend ava! ilability and reliability by reporting system malfunctions and can automatically switch away from a defective unit, minimizing service disruption.
Services
The Company offers a range of services in support of its products, including on-site project assessment, systems integration, on-site delivery and operational and customer support. On-site project assessment include complete review of content sources, existing systems and middleware to determine the proper interface and adaptation equipment necessary for its customer to deliver an optimized consumer quality of experience. Systems integration configures all the equipment with its solution according to network design and plan. On-site delivery install all equipment and test the operational environment, including redundancy and system monitoring, as well as administer technical training to validate predefined use cases in an operational environment. Operational and customer support provides different grades of service level agreements and support contracts according to requirements.
The Company competes with Harmonic Inc., Cisco Systems, Inc., Elemental Technologies, RGB Networks, Inc., Google Inc. and Ericsson AB.
Advisors' Opinion:- [By Jake L'Ecuyer]
Leading and Lagging Sectors
Technology stocks gained Thursday, with Infinera (NASDAQ: INFN) leading advancers. Meanwhile, gainers in the sector included Envivio (NASDAQ: ENVI), with shares up 2.8 percent, and Adept Technology (NASDAQ: ADEP), with shares up 4.3 percent. - [By John Udovich]
Small cap video technology stocks Envivio Inc (NASDAQ: ENVI), Ku6 Media Co Ltd (NASDAQ: KUTV) and Tremor Video Inc (NYSE: TRMR) made some interesting moves today and in recent days or months���meaning its worth taking a closer look at all three to see if there might be opportunities for traders and investors alike:
Best Communications Equipment Companies To Invest In 2014: Audience Inc (ADNC)
Audience, Inc., incorporated on May 24, 2011, is a provider of voice and audio solutions that improve voice quality and the user experience in mobile devices. The Company�� solutions include hardware-accelerated digital signal processors (DSPs), and audio codecs and associated algorithms for noise suppression in mobile devices. Its computational auditory scene analysis (CASA) maps the sound separation functions in human hearing, into a computational framework. The Company�� platform consists of its DSPs and audio codec, analog and mixed signal circuits and algorithms for voice isolation and noise suppression.
The Company also provides its AuViD graphical design tools to original equipment manufacturers (OEMs). The Company had sold over 250 million processors to its OEM customers as of December 31, 2012. In addition to the mobile device market, the Company�� voice and audio technology is also applicable to a range of other market segments, including automobile infotainment systems, digital cameras, digital televisions, headsets and set top boxes.
The Company�� product portfolio supports both analog and digital interfaces. As of December 31, 2012, the Company offered eS515, eS325, eS305, eS310, eS110, A1028 and A1026 custom voice and audio processors for device platforms, including smartphones, feature phones and media tablets. eS515 is a third generation voice and audio processor with an integrated audio codec, featuring support of three-microphones; eS325is a third generation voice and audio processor that features simultaneous three microphone processing; eS305 is a second generation voice and audio processor utilizing new hardware acceleration architecture and algorithms for far-field, wideband communications and capable of advanced speech recognition assist, and uses an all digital interface; eS310, provides similar capabilities to the eS305; eS110 is a first generation narrowband voice processor designed for real-time communications and far-field as well as near-field u! se with features such as acoustic echo cancelation, voice equalization and automatic gain control; A1026, is a first generation narrowband voice processor designed for real-time communications and typical near-field use, and A1028, which is a first generation narrowband voice processor designed for real-time communications and far-field, as well as near-field use.
The Company derives its revenue primarily from the sale of voice and audio processors to OEMs, which incorporate them into mobile devices. As of December 31, 2012, OEMs, CMs and distributors worldwide had purchased more than 250 million of its processors and incorporated them in over 140 mobile device models.
The Company competes with Maxim, ON Semiconductor, Qualcomm, Texas Instruments Incorporated, Wolfson Microelectronics plc, DSP Group, Inc. and Yamaha Corporation.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Audience (Nasdaq: ADNC ) , whose recent revenue and earnings are plotted below.
Best Communications Equipment Companies To Invest In 2014: Revolution Lighting Technologies Inc (RVLT)
Revolution Lighting Technologies Inc., incorporated on December 16, 1993, designs, manufacture, market and sells commercial grade, light emitting diode (LED) replacement light bulbs and LED-based signage, channel letter and contour lighting products. The Company sells these products under the Seesmart, Array Lighting and Lumificient brand names. The Company operates in two segments: LED replacement lamps and fixtures and LED signage and lighting strips. On December 20, 2012, the Company acquired Seesmart Technologies, Inc., headquartered in Simi Valley, California. In August 2013, the Company announced that it has completed the acquisition of Relume Technologies (Relume). In October 2013, the Company announced that it has acquired a portfolio of general illumination LED lighting products, including several product lines from CMG Energy Solutions (CMG). In November 2013, the Company acquired Tri-State LED.
The Company�� LED replacement lamps and fixtures segment include the Seesmart business and the Array business, which has been integrated with the Seesmart business. The LED signage and lighting strips segment is comprised of the Lumificient business.
Advisors' Opinion:- [By Stock Investor]
First up we have Revolution Lighting Technologies, Inc (RVLT). As of last week RVLT had a market cap of $280m. Revenues for the last year came in at $4.4m. The company is averaging a cash burn of approximately $7m per quarter over the last two quarters. If I give the company the benefit of the doubt and assume the $7.5m of investments they made last quarter was a one time event, the cash burn then drops to under $4m per quarter. In March RVLT raised $5m from the issuance of shares priced at $1.17. The company is still in need of additional financing, and with the stock price up 400% in the last three months, it would be wise for them to issue shares right now. This increases the risk for investors dramatically right now.
- [By Paul Ausick]
Big Earnings Movers: The Walt Disney Co. (NYSE: DIS) is up 2.1% at $68.58 on a good showing for its films but not so much for its TV programming. Molycorp Inc. (NYSE: MCP) is up 1.8% at $4.85 after offering a weakish outlook. Revolution Lighting Technologies Inc. (NASDAQ: RVLT) is up 21.5% at $3.28 after a strong report and reaffirmed solid outlook.
- [By Rich Smith]
As you've probably heard by now, shares of LED lighting specialist Revolution Lighting� (NASDAQ: RVLT ) popped by nearly 18% in Monday trading. But why?
Best Communications Equipment Companies To Invest In 2014: Nokia Oyj (NOK1V)
Nokia Oyj is a Finland-based company engaged in the manufacture of mobile devices and networks. It operates three business segments. Devices & Services segment is divided into two areas, Smart Devices, focused on Nokia�� advanced products, such as smart phones, product development and marketing; and Mobile Phones, active in the area of mass market entry and feature phones, affordable smart phones, services, and applications. It also includes net sale of spare parts. Location & Commerce (HERE) segment develops location-based products and services for consumers, as well as platform services and local commerce services for the Group. Additionally, it provides content and map data to NAVTEQ�� customers. Nokia Siemens Networks segment provides a portfolio of mobile, fixed and converged network technology, and professional services, such as consultancy, systems integration, deployment and maintenance. In August 2013, it acquired Siemens AG's whole stake in Nokia Siemens Networks. Advisors' Opinion:- [By Caroline Chen]
Activist funds generally acquire equity stakes in companies and try to force management and boards to make changes that boost share prices and investor returns. New York-based Third Point was founded by Loeb and this year disclosed stakes in companies including Sony, Nokia Oyj (NOK1V) and Sotheby��.
- [By Sharon Cho]
BYD Electronic International Co. and Compal Communications Inc. led gains of Nokia Oyj (NOK1V)�� Asian suppliers after Microsoft Corp. offered to pay 5.44 billion euros ($7.2 billion) for the Finnish company�� handset business. Samsung Electronics Co. (005930) declined 1 percent.
- [By Tom Stoukas]
Alcatel Lucent SA (ALU) jumped 6.3 percent to 2.69 euros. Nokia Oyj (NOK1V), which is set to become a manufacturer focusing on wireless networks after the sale of its handset business, is evaluating a linkup with the French company, two people with knowledge of the matter said.
Best Communications Equipment Companies To Invest In 2014: Juniper Networks Inc (JNPR)
Juniper Networks, Inc. (Juniper Networks), incorporated on September 10, 1996, designs, develops, and sells products and services that together provide its customers with network infrastructure. It operates in two segments: Infrastructure and Service Layer Technologies (SLT). The Company�� Infrastructure segment primarily offers routing and switching products that are used to control and direct network traffic from the core, through the edge, aggregation, and the customer premise equipment level. Infrastructure products include its Internet protocol (IP) routing, carrier Ethernet routing portfolio, and Ethernet switching portfolio. In addition, the Infrastructure segment offers a complete wireless local area network (WLAN) solution. Its SLT segment offers solutions that meet a range of its customers' priorities, from protecting the users, applications and data on the network itself to providing network services across a distributed infrastructure. Effective September 13, 2013, Juniper Networks, Inc. acquired Contrail Networks Inc.
Brilliant is a supplier of packet-based, network synchronization equipment and monitoring solutions. During the year ended December 31, 2011, the Company introduced its network architecture and fabric technology for the data center, QFabric. It serves the high-performance networking requirements of global service providers, enterprises, and public sector organizations. The Company�� open cross-network software platform includes the Junos operating system (Junos OS), Junos Space network application platform, and Junos Pulse integrated network client. The Company offers a product portfolio that spans routing, switching, security, application access, and mobility device security.
Infrastructure Products
The Company�� T Series core routers are primarily designed for core IP infrastructures and are also being sold into the multi-service environment. Its PTX Series is a large capacity (8 and 16 tera-bits per second) MPLS-optimized packe! t transport switch for the core networks, of content service providers and Tier 1 service providers, with high throughout of packet traffic. The Company�� E Series products are a full featured platform designed for the network edge with support for carrier-class routing, broadband subscriber management services, and a set of IP services. The MX Series is a product family developed to address emerging Ethernet network architectures and services in service provider and enterprise networks. The Company�� EX Series family extends its product portfolio running its Junos OS to address the Ethernet switch market. Ethernet is a used technology, which is used to transport information in enterprise networks. Infrastructure Products also includes QFabric Products and WLAN product.
SLT Products
SLT Products include Services Gateway, Integrated Firewall, and VPN Solutions, Secure Access Appliances, Secure Access Appliances, IDP Series Appliances and Identity and Policy Control Solutions. The Company�� SRX Series of dynamic services gateways, running its Junos software, provides firewall/VPN and combines routing, switching, and security functionality. The series is designed to meet network and security requirements for data center consolidation, rapid managed services deployments, and aggregation of security services. Its firewall and VPN systems and appliances are designed to provide integrated firewall, VPN, and denial of service protection capabilities for both enterprise environments and service provider network infrastructures. These products range from its SSG product series, which combines LAN/WAN routing capabilities with threat management features, such as antivirus, anti-spam, and Web filtering technologies, to its ISG and NetScreen Series firewall and VPN systems, which are designed to deliver security in medium/large enterprises, carrier networks, and data centers.
The Company�� Junos Pulse, Junos Pulse Mobile Security Suite, and SA Series SSL VPN appliances,! designed! for use in companies of all sizes, are used to provide secure access to corporate resources for remote and mobile users from any Web-enabled device, regardless of location. Its portfolio of identity and policy control solutions integrates subscriber privileges, application requirements, and business policies with the IP network infrastructure.
The Company competes with Cisco Systems, Inc. (Cisco), Alcatel-Lucent, Brocade Communications Systems, Inc. (Brocade), Extreme Networks, Inc., Hewlett Packard Company (HP), Huawei Technologies Co., Ltd. (Huawei), Check Point Software Technologies, F5 Networks, Inc., Palo Alto Networks, Inc., and Riverbed Technology, Inc.
Advisors' Opinion:- [By John Divine]
Shares in Juniper Networks (NYSE: JNPR ) , which shot up 6.6% and 3.2% in separate days last week, came back down to Earth today, losing 3.8%. Wall Street cheered comments from the networking solutions company's CEO last Wednesday, as he suggested increasing demand from telecom customers. One factor pressuring shares today is the possibility Juniper gets in a bidding war down the line to acquire an IT security company in the wake of public outrage over the U.S. government's pervasive invasion of privacy.
- [By Ben Levisohn]
The S&P 500 didn’t fare much better. It fell 0.4% to 1,775.5, its third consecutive drop, as AES Corp. (AES) fell 3.3% to $13.85 and Juniper Networks (JNPR) dropped 3.2% to $20.64.
- [By Rich Duprey]
Wireless network equipment maker�Juniper�Networks� (NYSE: JNPR ) �reported preliminary first-quarter earnings yesterday that came in below top-line consensus estimates by Capital IQ analysts, but issued guidance for the second quarter that was just able to meet expectations at its upper end.
- [By Wallace Witkowski]
Shares of Juniper Networks Inc. (JNPR) �fell 1.3% to $20.10 on moderate volume after the networking gear company reported third-quarter results and provided a outlook for the current quarter.
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