My updated VMW financial model: Link
NVDA – Nvidia’s Tegra roadmap. Link
Asustek to raise motherboard prices by 5-15% in 1H-2011 due to labor shortage in China and soaring copper prices. Link
More news on Steve Eisman and FrointPoint Partners. Link
MOT GOOG – Motorola’s XOOM Android tablet will launch on February 17th for $700. Link
AOL – It is estimated 75% of AOL’s 4 million subscribers don’t need the service. Link
Over 100 tablets were unveiled at CES 2011. Link
ERTS – Investors wary about EA’s Star Wars MMO. Link
Tiger Global is raising $1.25B for their sixth private equity fund. Link
Taco Bell meat is only 36% meat? Link
Salon article on World of Warcraft helping a woman through divorce. Link
SLE – Sara Lee gets a takeover bid from Apollo, Bain, and TPG that is over $18.70. Link
AMD – AMD fusion chips benchmarked. Link
AAPL – IDC saying 2048×1536 iPad screen will come in the 3rd version next year. Link
My updated TPX financial model: Link
My updated financial model on AMD: Link
My updated financial model on GOOG: Link
My updated financial model on ISRG: Link
AAPL – What the Tiger cub hedge-funds are doing with Apple now. Link
Facebook closed its $1.5 billion funding round. Link
GOOG – Google is going after the content farms and spammers. Link
RIMM – Eric Savitz likes the Playbook to his surprise. Link
MCP – Chinese government seizes control of 11 rare earth mining districts. Link
AIG – DealBook on the AIG warrant distribution. Link
ATVI – Activision pulls in Raven and Sledgehammer to help Infinity Ward on Call of Duty: Modern Warfare 3. Link
Jobless claims 404K vs 425K est. Prior revised to 441K vs. 445K
AAPL – According to sources in Taiwan, iPad 2 will have resolution of 2048×1536. Link
NYPost says David Tepper is now “cautious” Link
MNKD – Adam Feuerstein on Mannkind Link
AIG – Former head of AIG government relations on the stock price action after ex-dividend of the $45 warrants today. Link
AMZN NFLX – Amazon buys the rest of Lovefilm, the Netflix of Europe. Link
-Revenue $268.9M vs. $270.3M est. EPS 88c vs. 83c est.
-Revenue $275-280M vs. $280.7M est. EPS 84-86c vs. 85c est.
-Current pipeline is the strongest they have ever seen.
-Not as many large deals in the last quarter, but future big deal pipeline is good.
-No change in the competitive environment.
-”Saw some deals slip”
-The deal push-outs should close this quarter.
-After several quarters of crushing analyst estimates, F5 has now missed the revenue number tiny and guided down small vs. the Street. The momentum growth stock investors will puke tomorrow as this is a non-”beat and raise” quarter.
-Product revenue growth rate is slightly decelerating. Big deal slippage is also never a good sign.
-At $107.82 in after-hours trading, it is trading at 26.8Xs EPS power with a 41% growth rate. Not horribly expensive, but not cheap either.
Updated financial model Link
Subscribe to FA Alert – our email trade alerts Link
NFLX CMCSA – Senator Franken says Comcast will dump NBC programming deals with Netflix. Link
NOK – Nokia cancels AT&T launch of X7 smart-phone. Link
MarketFolly has 2010 performance returns for a number of large hedge-funds. Link
Tom Demark says market will drop at least 11% starting within 1-2 weeks. Link
HPQ – HP to ship 45-48M notebooks and WebOS tablets in 2011 according to Taiwan-based ODMs vs. 39M in 2010. Link
YHOO – Yahoo to allow user registration using Google and Facebook IDs. Link
AAPL – Barrons offers a good summary of the Apple earnings call. Link
AAPL – JP Morgan raises Apple price target from $420 to $450. Kaufman from $415 to $438. Oppenheimer from $395 to $425. Ticonderoga from $450 to $550. Jim Cramer from $325 to $400. Piper from $438 to $483. Goldman from $430 to $450. UBS from $415 to $465. RBC from $395 to $425.
ERTS – Playfish says 55M users play their games each month. Link
Bernanke quote on QE2: “Our policies have contributed to a stronger stock market, just as they did in March of 2009, when we did the last iteration (of quantitative easing). The S&P 500 is up about 20 percent plus and the Russell 2000 is up 30 pct plus.” Link
Great deal from LivingSocial. $20 Amazon.com gift card for $10. Link