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FA Notes August 31, 2011

Chicago PMI 56.5 vs. 54 est., 58.8 prior
August ADP Jobs 91K vs. 110K est, 114K prior revised to 109K

Acer 2012 notebook orders to Pegatron only 600K vs. 5 million expected. Link

AMZN – Amazon 10.1” tablet to go into mass production in Q1-2012, while the 7” tablet expected in October. Link

INTC – Sell-side speculates Intel adjusting capex plans due to weak PC demand. Link

Challenger job cut announcement report. Link

EB- LTXC “For Q1, LTX-Credence sees revenue of $35 million to $39 million, and a non-GAAP loss of 1-6 cents a share, nowhere even close to the Street consensus at $70.2 million and a profit of 32 cents a share” Link


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