Home > News > FA Notes May 18, 2011

FA Notes May 18, 2011

CCME – Fantastic investor letter from hedge-fund that killed it shorting Chinese frauds. Link

BIDU SINA – CLSA is bullish on Chinese internet stocks like Baidu, Tencent, and Sina. Link

AAPL – No LTE iPhone in 2011. Link

AAPL – Apple lowers iPhone 4 shipment volume due to anticipation of iPhone 4S launch in September. Link

NYTimes on the consumer PC slowdown. Link

NVDA – Nvidia CEO says there are at least 10 major design wins for Kai-El chip. Link

Vanity Fair profile on Zynga founder Mark Pincus. Link

More insider detail on the Bin Laden raid. Link

MSFT – Bill Gates supported the Skype acquisition. Link

Today’s POMO $1.5-2.5 billion
WSJ Negative article on HPQ Link

EB+ SODA
EB- SPLS
Dell revenue miss, but great gross margins and full year operating income growth guidance.


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