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Friday, March 20, 2009

Better handset pulls; storage picks up

Samsung/LG better pulls according to Digitimes, say it will be sustainable into June.  Sony Ericsson blowup this morning may provide buying opportunities in handset chips if one is so inclined.  I’ll probably buy some Qualcomm.

Morgan Stanley says March shaped up better for storage than guidance suggested.  They suggest STX and EMC as their favorite ideas, though pricing and enterprise remain blindsides to their survey work.  March in general has a better feel to it.  I’ve been short a little EMC and wondering why its been acting well.  Grr.

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