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FA Notes

Market –0.08%

-Spain bank deposits down 4.7% in July vs. June. Sharpest drop since ECB collected this data since 1997 http://on.wsj.com/PnZHfI

-consumer confidence 60.6 vs. 65.8 est., prior 65.9 revised to 65.4

-Richmond Fed manufacturing index –9 vs. –10 est., –17 prior

-StarTribune: Best Buy clears way for Schulze offer Link

-NYTimes on Amazon AWS Link

-MarketThoughts: Jesse Livermore and his Legacy Link

-NVDA reportedly delays Maxwell from 2013 to 2014 due to Taiwan Semi slower rollout: http://bit.ly/O0eqsB

-GOOG now advertising Google Nexus 7 tablet on their search engine home-page. That’s called monopoly leverage folks:http://tcrn.ch/Ot1iiy

-SRPT Sarepta Soars 14%+ To Decade High On Muscular Dystrophy Treatment Trial http://on.barrons.com/Nsfc6j

FIO call: reiterated Q1 guidance modest increase in revs, 56-58% margin, op margin 10%. 1/3 of Fortune 500 now customers. Partnerships HP/IBM/Dell/Cisco/NetApp helping. 40 end user customers greater than $1M. last quarter Apple and Facebook 53% of revenue. 10 million servers expected to ship in 2012 vs. 100K stoarge arrays. MUCH BIGGER market opportunity for FIO


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