Investor appetite for shiny metals is unstoppable. What scares me is that we see no real parabolic moves that would suggest a resting period or correction; instead we have steady consistent march “to the moon Alice.”
Gold topped $1512 per oz and silver reached $46.86 per oz…..
Comments »“….Apple, the largest technology company by market value, probably faced issues including quality concerns over liquid- crystal displays and shortages of speakers, which disrupted supply of the tablets, ISuppli said.
Problems during the quarter weren’t related to the record March 11 earthquake that struck Japan, while quake-related component constraints may limit Apple’s production in the second half, the researcher said.”
Comments »“Every time we have a new venue come here that brings thousands of people, it is good for the city,” said Las Vegas Mayor Oscar Goodman, chairman of the Las Vegas Convention and Visitors Authority. “The word gets out that Vegas is a good place to party.”
Critics, however, warn that Las Vegas has turned a blind eye on the rave festival’s darker side. A 15-year-old girl died of an Ecstasy overdose following last year’s L.A. event, and more than 226 people needed emergency medical treatment. There were 114 arrests for misconduct, drug possession and other charges.”
Comments »Apple sues them in one country for patent infringement and Samsung hits back in three countries…..very nice indued
Comments »They are going HAM in Gadhaffi.
[YouTube:http://www.youtube.com/watch?v=Ht72AUs89ck&feature=youtube_gdata_player 616 500] Comments »They are still settling bankruptcy claims. Of the $861 mill, more than $100 are securities. I wonder how much they’ve appreciated since Lehman filed?
Comments »Reports Q1 (Mar) earnings of $0.94 per share, $0.13 better than the Thomson Reuters consensus of $0.81; revenues rose 35.7% year/year to $154.4 mln vs the $150.3 mln consensus. Co issues in-line guidance for Q2, sees Q2 revs of ~$157 mln vs. $156.94 mln Thomson Reuters consensus.
Comments »Synaptics beats by $0.07, reports revs in-line; guides Q4 revs below consensus (27.94 +0.95)
Reports Q3 (Mar) earnings of $0.55 per share, $0.07 better than the Thomson Reuters consensus of $0.48; revenues rose 22.5% year/year to $142.4 mln vs the $141.4 mln consensus. Co issues downside guidance for Q4, sees Q4 revs of $138-146 mln vs. $146.54 mln Thomson Reuters consensus. “Our current outlook assumes some near-term revenue headwinds from consumer notebook market dynamics and, as previously indicated, the continuing mix shift within our delivery model for touchscreen solutions. However, with that mix shift we also expect our gross margin percentage to increase, providing additional operating leverage to our business model. Moving forward, we are very pleased with the level of interest we have seen in our expanded product portfolio. Design activity is robust across our customer base, and we are very well-positioned for continued success in our long-term growth markets.”
Advanced Micro sees Q2 revs of flat to slightly down vs -1.4% consensus
Comments »By Bloomberg
=============================================================================
March Feb. Jan. Dec. Nov. Oct. Year-to
2011 2011 2011 2010 2010 2010 Date
=============================================================================
————————– YoY% —————————
Total 8.9% 5.2% 1.4% 11.6% 6.5% 7.5% 5.2%
Asia 9.2% 5.3% 1.7% 12.0% 6.6% 7.6% 5.4%
China 18.6% 5.1% 7.9% 18.8% 7.9% 6.7% 10.3%
Hong Kong 4.0% 7.3% -2.8% 10.9% 10.8% 14.0% 3.0%
Taiwan -15.1% -13.8% -20.4% -7.4% -16.5% -6.8% -16.6%
India -3.6% 21.3% -6.5% 20.3% 69.0% 25.5% 1.4%
Indonesia -10.1% 10.0% -17.0% -10.8% 0.6% 4.8% -7.9%
Japan -18.4% 13.3% 1.4% -5.8% 4.6% 0.0% -3.2%
Malaysia -8.3% 5.4% -30.7% -10.2% -8.2% 5.9% -11.9%
Philippines -4.6% 10.5% -11.0% -13.0% -4.7% -3.7% -1.9%
South Korea -1.1% 42.5% 39.0% 49.0% 77.2% 59.8% 28.0%
=============================================================================
March Feb. Jan. Dec. Nov. Oct. Year-to
2011 2011 2011 2010 2010 2010 Date
=============================================================================
————————– YoY% —————————
Singapore 9.3% 11.4% -20.7% -11.9% -8.3% -6.9% -1.0%
Thailand -10.9% 0.5% -21.9% 5.9% -24.1% -18.0% -12.1%
Vietnam -92.2% -89.7% -89.8% -90.5% -88.6% -85.6% -90.7%
Others -17.4% 8.1% -12.2% -14.1% 2.7% -2.7% -8.8%
Americas 5.2% 1.9% 1.5% 2.8% 8.5% 13.0% 3.0%
Europe 4.7% 2.5% -4.5% 3.9% 4.9% 3.2% 0.8%
Oceania -14.9% -13.0% -23.0% -19.4% -5.7% -10.1% -18.2%
Africa/Others 5.6% 4.4% -1.8% 3.5% 23.9% 24.9% 2.5%
————————– MoM% —————————
Total 1.2% 4.2% -8.6% 12.8% -3.8% 13.8% n/a
Asia 0.7% 4.9% -8.7% 13.5% -3.8% 13.2% n/a
China 4.1% -1.3% 1.7% 9.4% -2.4% 25.6% n/a
Hong Kong -9.9% 24.1% -20.7% 18.9% -10.8% 5.2% n/a
Taiwan 12.6% -6.3% -12.9% 9.7% -2.3% -3.0% n/a
India 23.3% -16.6% -30.5% -1.2% -4.5% 19.4% n/a
Indonesia 10.8% -19.1% -40.4% 81.3% -2.6% -57.2% n/a
=============================================================================
March Feb. Jan. Dec. Nov. Oct. Year-to
2011 2011 2011 2010 2010 2010 Date
=============================================================================
————————– MoM% —————————
Japan 6.4% -11.3% 0.3% 0.4% 21.1% -26.9% n/a
Malaysia 51.6% 21.6% -55.1% 18.4% 27.0% 0.7% n/a
Philippines 4.3% 23.7% -24.0% 5.2% 8.6% 28.0% n/a
South Korea -36.5% -6.6% 24.7% 25.9% 22.3% -25.6% n/a
Singapore 65.9% -7.3% -52.6% 39.4% 32.4% 11.2% n/a
Thailand 41.8% -13.8% -33.4% 66.1% -23.6% 66.8% n/a
Vietnam -3.0% 16.2% -9.3% 5.2% -20.3% 26.0% n/a
Others 15.5% 5.1% -13.6% -20.5% 6.3% 22.7% n/a
Americas 30.2% -15.7% -8.4% -7.7% -5.5% 34.4% n/a
Europe 20.5% -7.5% -6.2% -21.3% 2.1% 32.8% n/a
Oceania 18.2% -40.1% 10.4% 20.1% -12.4% 20.2% n/a
Africa/Others 10.6% -13.7% -13.5% 4.9% -8.1% 27.3% n/a
———————— Thousands ————————
Total 2,191 2,164 2,076 2,271 2,013 2,092 6,431
Asia 2,132 2,117 2,018 2,211 1,947 2,024 6,268
China 1,254 1,204 1,221 1,200 1,097 1,124 3,679
=============================================================================
March Feb. Jan. Dec. Nov. Oct. Year-to
2011 2011 2011 2010 2010 2010 Date
=============================================================================
———————— Thousands ————————
Hong Kong 592 657 530 668 561 629 1,779
Taiwan 97 86 92 106 96 99 276
India 10 8 10 14 14 15 27
Indonesia 14 12 15 26 14 15 42
Japan 34 32 36 36 36 30 102
Malaysia 34 23 19 41 35 27 75
Philippines 21 21 17 22 21 19 59
South Korea 25 39 42 34 27 22 106
Singapore 25 15 17 35 25 19 57
Thailand 20 14 16 25 15 20 51
Vietnam 1 1 1 1 1 1 2
Others 5 4 4 4 6 5 12
Americas 26 20 24 26 28 30 70
Europe 21 17 19 20 26 25 57
Oceania 10 8 14 12 10 12 32
Africa/Others 2 2 2 2 2 2 5
=============================================================================
Note 1: Month-on-month percentage changes calculated by Bloomberg.
Note 2: From Jan. 2010, more countries’ breakdown were published.
