Guess what? NAND prices still suck. Intel lowers gross margin guidance due to NAND pricing. They have to be really bad to be hurting Intel that much since they're not a big chunk of business. Still hating Sandisk and memory capex plays here.
Monday, March 3, 2008
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- Thornburg (TMA) going down for third and final time
- SOX diverging from rest of indexes
- Use strength from NSM to put TXN back out
- Marvell (MRVL) chart
- Marvell (MRVL) 4Q:2008 Results
- National Semiconductor (NSM) 3Q:2008 Results
- Feels terrible, doesn't it?
- Apple (AAPL) summary
- Cover RIMM when the gap closes?
- Apple enterprise push
- Apple details emerging
- Apple (AAPL) software event today
- Thornburg (TMA) gets margin call
- Intel confirms NAND writedown
- iPhone heading for the enterprise?
- Compal about as expected
- Micron (MU) has the other half of those NAND problems
- Listening to TXN...
- Some prices that look good to me
- Bounce coming
- WFR a bad long trade today
- Fechtor Detwiler on 3G iPhone builds
- Why is Intel so weak in NAND? Because of Apple.
- Intel (INTC) again
- Texas Instruments (TXN) may be seeing it
- WFR a long trade today
- Intel (INTC) lowers 1Q:2008 gross margin forecast
- Texas Instruments (TXN) should be sold
- Jabil Circuits (JBL) sees weakness
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