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.
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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.
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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.
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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…
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Manhattan Co-Op Prices Fall Most Since 1995 as Demand Plummets
The Skew: The New York metropolitan area has a huge skew to the financial industry. Of course pricing is falling.
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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?
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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.
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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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