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Daily Commentary

Topics for Daily Commentary – Feb 22, 2012:

  • China Reports Monthly Mobile Subscriber Adds For January 2012 - Takeaways For Nokia And Others
  • YGE: Negative Preannouncement, maintain Neutral rating
  • CSIQ No Leverage in Positive Preannouncement
  • Brocade Review
  • Weekly HDD Commentary
  • Brightpoint (CELL, Neutral) – Lowers 2012 EPS Guidance On Logistics Customer Loss
  • Daily Memory Commentary

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Daily Files

Latest Reports

Feb 22, 2012 China Reports Monthly Mobile Subscriber Adds For January 2012 - Takeaways For Nokia And Others
Feb 22, 2012 YGE: Negative Preannouncement, maintain Neutral rating
Feb 22, 2012 CSIQ No Leverage in Positive Preannouncement
Feb 22, 2012 Brocade Review
Feb 22, 2012 Weekly HDD Commentary
Feb 22, 2012 Brightpoint (CELL, Neutral) – Lowers 2012 EPS Guidance On Logistics Customer Loss
Feb 21, 2012 Brocade Preview
Feb 21, 2012 SPWR: Masters of Presentation; Maintain Neutral; Sell into Strength
Feb 21, 2012 Ceragon (CRNT, Positive) – Named Global Microwave Partner By Telefonica, Significant Incremental Positive
Feb 21, 2012 DragonWave (DRWI, Neutral) – Potential For NSN-Deal-Close Announcement This Week Ahead Of MWC
Feb 21, 2012 China Telecom To Begin Selling iPhone 4S On March 9
Feb 20, 2012 Weekly LCD Pricing & Story of the Week
Feb 17, 2012 Aruba Networks (ARUN, Neutral) – F2Q12 Slightly Better As Expected, Guidance Only In Line
Feb 17, 2012 FSLR: Permit issue likely resolved; Concerns of DOE loan funding likely to fade
Feb 17, 2012 Motorola Solutions (MSI, Positive) – Public-Safety LTE Network Plans Could Move Forward Today, Potential Catalyst For Shares
Feb 17, 2012 Marvell – Preview
Feb 17, 2012 STP: Preannounced Q4 results; still see a weaker Q1 ahead
Feb 14, 2012 ZBRA - First Look
Feb 14, 2012 U.S. And EU Regulators Approve Google (GOOG, N/R) Acquisition Of Motorola (MMI, Neutral)
Feb 14, 2012 Apple Shares Strong On iPad-3 Chatter, What’s Good For Apple/iPad Is Good For M-Flex (MFLX, Positive)