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Thursday, April 2, 2009

One-liners – April 2, 2009


TSMC recent equipment purchases contribute one-tenth to capex estimate for 2009

The Skew:  $145 million equates to a 1.45 bil budget and spending 10% of it as of the end of Q1 suggests a ramp for the year – they’re underspent as of Q1.


What if IBM doesn’t buy Sun?

The Skew:  Quite an apocalyptic view that suggests Sun will be seen as having seen no other way out, management will be forced out and the company will die – and one wonders if IBM hasn’t planned to publicly examine and reject Sun all along.


Taiwan Memory not focusing on capacity, says economics minister

The Skew:  This sounds pointless and addresses none of the problems facing the industry – it seems it will only take away any kind of margin edge individual companies get from selling intellectual property to competitors.


RIM Earnings Preview: Have Blackberry Margins Bottomed? (RIMM)

The Skew:  Thank you for saving me the trouble of writing an earnings preview for RIMM’s report tonight.  Now if you had only written one on Micron, too…


Manhattan Co-Op Prices Fall Most Since 1995 as Demand Plummets

Housing bust hits Manhattan

The Skew:  The New York metropolitan area has a huge skew to the financial industry.  Of course pricing is falling.


Hartford, Protective Left Hanging as Treasury Stalls on TARP

Love the bit about Lincoln National buying a $7.3 million dollar bank with 3 employees to meet qualification requirements.  Isn’t there something wrong with a system that enables a company to spend 7 million dollars to potentially borrow billions?


OmniVision adopts aggressive pricing for 1.3-megapixel CMOS image sensors

These guys stink -- the stock trades at a big discount to book.  More importantly another Taiwan Semi (TSM) customer is reducing inventory and placing re-orders.


A-Data March sales slide on continued weak demand

Better memory prices, less sales, weak demand.  That sounds like prices are too high, doesn’t it?

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