FA Notes April 29, 2011
April 29th, 2011
Buffett on inflation and Bernanke. Link
NFLX – DirectTV is considering a streaming service to compete with Netflix. Link
ARMH AMD – ARM CEO is trying to get AMD to abandon x86 for ARM architecture. Link
INTC – Intel’s SSD product road-map. Link
RIMM – 2011 product line-up leak. Link
SPWRA – Total, the French oil company, bid $23.25 for 60% of SunPower, a 46% premium. Link
EB+ ACOM CAT NTGR CSTR
EB- RIMM
Today’s POMO $5-7 billion
Sell-side Jefferies downgrades RIMM from Buy to Underperform
Interview with a trader, Peter Brandt. Link
Categories: FA Observations