Rambus Inks Deal with Fujitsu and 4 Chip and Big Data Stocks on the Move

Intel Corporation (NASDAQ:INTC) denies reports that CEO Paul Otellini told employees in Taiwan that Microsoft (NASDAQ:MSFT)’s upcoming and highly anticipated Windows 8 operating system will not reach full development upon its release date of Oct. 26. The report was published by Bloomberg earlier in the week, and it cited an anonymous Intel employee who was at the private meeting in Taipei, Taiwan and claimed that Otellini stated to a number of employees that improvements will be necessary for Windows 8 before its release. The employee did not wish to be identified.

Broadcom Corp. (NASDAQ:BRCM): Brean Murray has begun covering shares of Broadcom Corp in a research note that was released on Friday morning. The firm gave the stock a buy rating.

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QUALCOMM Incorporated (NASDAQ:QCOM): As rival Texas Instruments leaves the smartphone processor manufacturing business, Qualcomm intends to begin a less expensive edition of Qualcomm’s popular Snapdragon S4 Pro quad-core processor based on ARM Holdings designs. This entry-level Snapdragon S4 quad-core CPU should allow manufacturers to create tablets and smartphones with inexpensively, and it will also assist Qualcomm in competing with rival NVIDIA‘s less expensive Kai platform, lower cost quad-core CPU used on Google’s Nexus 7 tablet and based on the Tegra 3 chipset design.

Rambus Inc. (NASDAQ:RMBS) inked a six-year patent licensing deal with Fujitsu dealing with integrated circuit products. Rambus influenced numerous semiconductor firms to sign patent licensing agreements that cover DRAM and memory controller designs. Rambus has now succeeded in managing  to snare Fujitsu, which makes it sign a six-year deal on a few of its integrated circuits products.

ARM Holdings plc (NASDAQ:ARMH) pushes Moore’s Law to the side, and it is playing in cheap, widespread technology not needing to be compatible with legacy support for older PC platforms. This reduces end costs without engaging large semiconductor companies like Intel Corporation (NASDAQ:INTC) in the wars for the development of larger and more sophisticated fabs, according to Hans Mosesmann, Managing Director, Equity Research, at Raymond James & Associates, Inc.

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