Archive for March, 2011

FA Notes March 31 2011

March 31st, 2011 No comments

MSFT GOOG – Microsoft files a complaint against Google for anti-competitive practices with the EU. Link

WMT – The CEO of Walmart says serious inflation is coming. Link

GOOG ARMH – Report that Google looking to standardize Android on the ARM platform. Link

AAPL – Taiwan Economic news reports Apple to use AU Optronics for iPad 2 panels. Up to 30 million units a year. Link

Categories: News

FA Notes March 30, 2011

March 30th, 2011 No comments

Evan Williams, founder of Twitter, blog posts about his experience and why he is moving on from Twitter. Link

“Apple for instance, has come up with new products like the iPhone and the iPad despite spending less on R&D over the entire past decade than Microsoft did in fiscal 2010 alone.” – WSJ

AAPL – Peter Misek, an analyst at Jefferies, sees an iPhone 5 delay to the fall. Link

Paul Allen book excerpt in Vanity Fair with negative tone on Bill Gates. Link

Categories: News

FA Notes March 25, 2011

March 25th, 2011 No comments

Q4 GDP 3.1% vs. 3.1% est., 2.8% prior

Consumer sentiment 67.5 vs. 68 est., 68.2 prior

Categories: News

FA Notes March 24, 2011

March 24th, 2011 No comments

MCP – China to tax rare earth minerals on April 1st. Link

Durable goods -0.9% vs. 1.5% est., 2.7% prior

Jobless claims 382K vs. 385k est., 385k prior

Categories: News

FA Notes March 23, 2011

March 23rd, 2011 No comments

BAC – Regulators objected to Bank of America’s initial dividend increase proposal. Link

Buffett says the U.S. economy is getting better “month by month” Link

AAPL – Apple may accept price hikes for touch panels to secure supply. Link

BKS – Barnes & Noble has been trying to sell itself with no success so far. Link

Categories: News

FA Notes March 22, 2011

March 22nd, 2011 No comments

RIMM AAPL – Research in Motion prices the PlayBook similar to the iPad 2. Link

MMI – Motorola Xoom tablet orders seen dropping. Link

MCP – Rare earth prices in China go higher. Link

Categories: News

FA Notes – March 21, 2011

March 21st, 2011 No comments

T – AT&T to acquire T-Mobile USA from Deutsche Telecom for $39 billion. Link

Buffett says Japan is a buying opportunity. Link

AAPL – Profile of Apple’s designer Jonathan Ive. Link

Existing home sales for February 4.88M vs. 5.15M est.

Categories: News

FA Notes – March 18, 2011

March 18th, 2011 No comments

G7 jointly intervenes in the FX market to devalue the Yen. Link

U.N. approves military action against Qaddafi. Link

Categories: News

FA Notes March 17, 2011

March 17th, 2011 No comments

Groupon held talks with bankers that might value the company as much as $25 billion in an IPO. Link

CPI 0.5% vs. 0.4% est. Ex food and energy 0.2% vs. 0.1% est.

Jobless claims 385K vs. 385K est., 397K prior

Categories: News

FA Notes March 16, 2011

March 16th, 2011 No comments

AAPL – More details on iPad 2 components. Link

NDAQ – Piloting a program where they halt stocks for 60 seconds if they move about a certain amount in 30 seconds (as low as 3%). Link

Categories: News