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Wednesday, April 22, 2009

Roundup – 4/22/09 #DRAM $MU $AAPL $YHOO $AMAT $KLAC

DRAM spot prices up 6%.

AT&T activated 1.6 mil iPhones in 1Q:2009, down from 1.9 mil in the prior quarter and 2.4 mil in the quarter before that.  Seasonal weakness should be expected.  Apple is also prepping yet another beta version of the much delayed Snow Leopard OS revision.  Apple reports tonight.

Yahoo reported a crappy number and no one cares about anything except the potential Microsoft search deal.

LED sales to China are strong but sustainability is in doubt.

LCD panel prices rise.  Surprising with all the overproduction.

TSM has been quietly ramping 40nm production.  They haven’t spent much lately.  Note the table that indicates AMAT and KLAC taking down 40% of the spending so far.

Market about to open.  More later.

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