NVDA – Samsung orders 1-1.5 million Tegra 2 chips for new Galaxy Tab. The first version did not sell 2 million units. Link
Motherboard makers see 10% q/q drop in Q1 then a 10-15% q/q growth in Q2. Link
Changes in John Paulson’s holdings for the December 2010 quarter. Link
A bearish hedge-fund manager gives up and closes his fund. Link
BBY – Everyday low prices from Best Buy? Link
Tudor interviews SAC’s Stevie Cohen. Link
JOE – Fairholme’s Berkowitz resigns from St. Joe board. Link
FFIV – Network World says F5 has nearly 50% market share in the Layer 4-7 switching market. Link
JNPR – Juniper launching Project Falcon. Link
SBUX GMCR – Starbucks eyes single-serve coffee market. Link
INTC – Intel to ship new Sandy Bridge chipsets this week. Link
NVDA AMD – Fudzilla says Intel’s chipset issues will hurt graphics business of Nvidia and AMD for Q1. Link
AMD – AMD plans to move to 32nm by Q2 2012. Link
NOK MSFT – Nokia CEO says Microsoft will pay them billions of dollars on Windows Phone 7 deal. Link
NOK MSFT – Nokia announces Windows Phone will be its primary smartphone OS. Link
SAC Capital traded 11 stocks near the time of insider trading of same stocks by other hedge-funds according to Bloomberg. Link
AAPL – Except for Samsung and Apple, Q1 2011 notebook shipments will be weak. Link
AAPL – WSJ says Steve Jobs is working from home. Link
Mary Meeker’s latest mobile internet slide deck. Link
Buffett: “It was a bet essentially on the fact that the government would not really shirk its responsibility at a time like that to leverage up at a time when the rest of the world was trying to deleverage.” Link
Level Global is winding down. Link
AAPL – Report that Sandybridge Macbook Air coming in June. Link
Jobless claims 383K vs. 411K est.
Twitter had discussion about a take-out at a $8-10 billion valuation. Link
List of companies most exposed to government spending as a percentage of their revenue. Link
Facebook exploring letting employees sell up to $1B of stock at a $60B valuation. Link
NFLX – Whitney Tilson covers his Netflix short. His report here: Link
AAPL – Bloomberg reports Apple is working on cheaper more versatile iPhone. Link
NOK – Nokia CEO says “our platform is burning.” Link
SEC considering to wean markets off credit ratings. Link
Why Greylock invested in Groupon. Link
Bill Ackman at HBS with Michael Porter. Link
The story of Barai. Link
China raises interest rates by 25bps to 3% for deposits and by 25bps to 6.06% for lending. Link
MCD – McDonalds January comp 5.3% vs. 4.5% est.
Obama administration considering cutting support to housing market. Link
Trading CNBC CEO interview pops and historical returns. Link
AOL – AOL acquires The Huffington Post for $315M ($300M in cash). Forecasting 2011 $50M revenue, 30% margin (run-rate) post 2011, $10M operating income, $100M revenue in 12 months. $10M operating income will be impacted by $40M retention comp in 2011. 2010 profitable.
Nasdaq admits hackers breached their network. Link
MMI – Motorola to launch Xoom at $800 on February 24th. Link
List of AOL acquisitions. Link
Ackman and Berkowtiz speak at the Harbor investment conference. Link
2010′s best selling games by platform. Link
TXN – Texas Instruments OMAP5 chip coming later this year. Link
Non-farm payrolls 36K vs. 150K est., 103K prior
Unemployment rate 9% vs. 9.5% est.
Average hourly earnings 0.4% vs. 0.2% est.
Average workweek 34.2 vs. 34.3 hours est.
Chris Shumway to return outside money in his $8B hedge-fund. Link
Viking was up 3.8% in 2010. Link
Tiger Asia was up 0.5% in 2010. Link
China expects to import rare earths. Link
David Stockman is bearish on U.S. economy. Link
Jobless claims 415K vs. 425K est. Prior revised to 457K from 454K
ISM non-mfg. 59.4 vs. 57 est.
NVDA AMD – PC graphics card shipments -7.8% y/y in Q4-2010 Link
WSJ table on retailer same-store sales for January Link
VZ – Verizon will throttle the data speeds of the top 5% heaviest users. Link
JPM – JPMorgan said to have doubted Madoff long time ago. Link
Soros’ $28B fund was up 2.63% last year. Link