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According to research house Displaybank the production of Tablet PC Panels grew 28% from the end of April to the end of May. We are just starting to hit the ramp phase for the Tablet business. Today we hear from Cisco and their “Cius” Android Tablet. Yes, Cisco is getting in the [...] Below, for your weekend reading enjoyment, you will find a set of links to some technology company presentations and a few stories from around the modern InterTubes. Many of the company presentations contain the same message – tough sledding is expected for the next few quarters. But never fear, you will also find optimistic [...] Here’s a humorous/insightful Presentation from Barry Ritholz on Equity Investing. Definitely worth a view: Agora Vancouver BRAIN 2011. Comments are more than welcome! A SEMICON West snippet: AMAT launches new products, prepares for 450mm – ElectroIQ. Still digging through the stories from the last few weeks. With Lam Research reporting this evening it’s worth reviewing what Applied Materials had to say at Semicon West. Lam, no doubt, will echo some of these sentiments. Highlights: Eight new products If you are investing in the ATE (Automated Test Equipment) sector there’s a must read series of presentations at this link: SEMICON West – TechXPOT North Two: Test in Transition: Changing Customer Requirements. Several comments from the presentation made by Dale Omhart (Texas Instruments) really stood out: Test contribution to total semiconductor manufacturing costs continues to INCREASE Memory [...] I’ve been spending some time with the presentations given at Semicon West this afternoon. What I am particularly interested in is the amount of money companies are going to have to shell out to stay in the game. Years ago I wrote some pieces about the memory business – calling it a “No-Limit-Poker” [...] A smattering of stories that have hit my inbox this week and this morning (your mileage may vary): Nokia Rises, Q2 EPS Beats, Steps Up Cost Cuts My $0.02: The bar of expectations had been lowered, perhaps even buried, to a point where it was impossible to trip over. *.* IHS iSuppli talks DRAM pricing and capex: “In [...] I’ve mentioned this before but I really want to reiterate it again. “The practice of estimating quarterly earnings has become the lowest common denominator of all the tasks an analyst can bring to the table.” We’ve seen it in the past and we are seeing it this quarter. While the stocks may react for a day [...] “It’s all about the toys… the valves, the bearings…” Bruce Billett – Technical Specialist (Intel – Ronler Acres) Semicon West…. Held each year at the Moscone Center in San Francisco it is the largest trade show for semiconductor equipment suppliers. Along with Semicon there was Intersolar, the largest US Solar trade show. It all [...] Late last night I took the time to listen to Horace Dediu discuss Apple’s growing cash position and their “What should we do with it?” dilemma. The Critical Path #3: It’s Good to Be King – 5by5 This is a fascinating discussion for the times. I say this because it touched on how important it [...] |
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