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Monday, June 8, 2009

Live stream of the Apple WWDC

Pretty rare to get a stream of this.  Our seats suck, the audio is scratchy and I can hear keyclicks and digital cameras going off every couple of seconds, but here it is:

June 8, 2009

DB positive QCOM after meeting with management, believes upside to ASIC shipments for this q and likely for next.  Co has seen baseband shortages but believes they will be alleviated shortly.

MS positive MU, citing qualification and initial shipments of 32mb NAND to AAPL.

GS expecting better than consensus and guidance revenue and EPS for NSM with cost cutting measures ahead of plan.  They reiterate sell on valuation.  Also expecting slightly better results from TXN on their mid-quarter update tonight after the close.

Citi raises #s on INTC, citing lean channel inventory.  They go from 7 to 7.15 bil for the quarter – 7.4 bil is more likely in my opinion.  At Computex, Atom processors were the predominant processor for netbooks and design wins for ARM-based processors from NVDA and QCOM were hard to find.  Intel has a growth multiple without growth and it will be very hard to hold ASPs with netbook processors the predominant growth engine at a fraction of the value of mainstream microprocessors.  Citi also raises #s in QCOM and XLNX, citing strength in China.

Barclays has a piece out spinning Chinese solar negative based on increased poly supply and high receivables, which exposes the companies to lower margins and debt collection problems.

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