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Micron 2011 Summer Analyst Conference

Earlier this week Micron held their Summer Analyst Conference. As always, there’s some interesting data in their presentation. The first link sends you to a document that is 77 slides long so you might want to peruse it in the off hours.

Things I find most interesting:

WW DRAM capacity will not exceed levels [...]

August 26th, 2011 | Tags: , , , , , , , , | Category: Computer, DRAM, Equities, Forbes Articles, NAND, Semiconductor | Comments are closed

Digitimes – Hmm… 2H 2011 Tablet Market Report

Is my e-mail late or what? Just happened to notice that Digitimes is out late this afternoon hawking a report on the tablet market. In their promotional release they say they expect unit shipments to total 65 million for the year. Apparently they have come to the conclusion that [...]

August 5th, 2011 | Tags: , , , | Category: Computer, Tablet, Technology | Comments are closed

Tablet Display Production Ramp

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 [...]

July 30th, 2011 | Tags: , , , , | Category: Tablet | Comments are closed