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Daily Commentary

Topics for Daily Commentary – Sep 07, 2010:

  • Weekly LCD Pricing
  • Monthly Taiwanese Panel Reports
  • CIEN Update, Earnings Call Sep 8th
  • Weekly Processor Comments
  • NOK: Product Timeline Holding Firm; Nokia World Event To Bring More Device Announcements Next Week
  • Samsung Ups Smartphone Guidance
  • Oracle (ORCL) Phillips Out, Hurd In
  • Daily Memory Commentary

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Daily Files

Latest Reports

Sep 07, 2010 Oracle (ORCL) Phillips Out, Hurd In
Sep 07, 2010 Samsung Ups Smartphone Guidance
Sep 07, 2010 NOK: Product Timeline Holding Firm; Nokia World Event To Bring More Device Announcements Next Week
Sep 07, 2010 Weekly Processor Comments
Sep 07, 2010 CIEN Update, Earnings Call Sep 8th
Sep 07, 2010 Monthly Taiwanese Panel Reports
Sep 07, 2010 Weekly LCD Pricing
Sep 02, 2010 NAND & DRAM Weekly Commentary
Sep 02, 2010 Clearwire/Sprint/T-Mobile USA Tie-Up Chatter Resurfaces – Implications For Ceragon, DragonWave
Sep 02, 2010 Panels - The Perfect Storm
Sep 02, 2010 Why CSCO is unlikely to buy SONS
Sep 02, 2010 IP Essentials: Optical Update
Sep 01, 2010 Weekly HDD Commentary
Sep 01, 2010 MU - Memory Data Points Negative But Believe Downside Risk On Stock Is Limited
Sep 01, 2010 VMware (VMW) Analyst Day and User Group Review
Aug 31, 2010 Update Tekelec India/Orders Status
Aug 31, 2010 Lowering AMD Estimates
Aug 31, 2010 Weekly Processor Comments
Aug 31, 2010 Ceragon Networks (CRNT) – Incremental Color On Yesterday’s India Order Announcement
Aug 27, 2010 AYI Update