Broadcom (BRCM) has an analyst day. The webcast is available.
National Semiconductor (NSM) reports tonight. As most analog semis have seen big downticks of ~25% to their December quarter outlooks, expect National Semi to guide down. They've got a nasty triple threat in their results this quarter – September, October and November – all of which were the weakest months in the last several years for the industry. It won't be pretty.
Texas Instruments (TXN) will guide lower yet again on their mid-quarter update. Nokia, their largest wireless customer, seems to be in major disarray and Texas Instruments has totally stuffed the channel for a couple of quarters. The downward revision here could be startlingly severe. The street has been moving numbers down to the 2.9 – 3.0 bil area. It could be 10-20% weaker than that without too much imagination stretch. This is the slowest boat in semis and always hits the drawbridge head on when it comes down.
Altera (ALTR) also has a mid-quarter update after the call. No edge there. Obviously it'd be surprising if they didn't lower guidance.
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