November 13, 2008 - Industry News
Chinese Paper Reports Reduced Apple Notebook Orders
Chinese-language paper wrote that Apple cut notebook orders with their manufacturing partners by 20-30% this fourth quarter. Source: ...
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November 11, 2008 - Industry News
Will Apple's Q1 2009 Revenue Estimates Be a Blowout?
When Apple (AAPL) reports earnings in January for its first fiscal quarter of 2009, the investment community could be greeted with the ...
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October 23, 2008 - Industry News
Celstica Shares Slide Further
Celestica Inc. (CLS) shares dipped to their lowest level since mid-January, falling more than 2% to C$4.78 in early Wednesday morning ...
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October 6, 2008 - Top Story News
Sanmina May Be In Talks With Flextronics
In my last Sanmina article, the share price was around $1.10 and then moved to a high of $2.66, which proved to be considerably more than the ...
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September 29, 2008 - Industry News
Tyco Electronics Ready to Take Off
Tyco Electronics (TEL), spun off from Tyco International (TYC) last year, has made good use of its freedom to restructure operations and grow ...
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September 10, 2008 - Industry News
Six Reasons Why Apple's Still a Buy
Monday's Gartner report that showed weakness in the smart phone market failed to identify the elephant in the room that the 3G iPhone wasn't ...
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September 8, 2008 - Industry News
Nokia Is the Smart(phone) Bet - Barron's
Nokia's (NOK) surprise warning on Friday that Q3 market share would be lower than expected sent shares tumbling 7.6% to $20.62. Barron's ...
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August 27, 2008 - Industry News
The Emerging Markets Cell Phone Index
The former president of Brazil, Fernando Henrique Cardoso, has pointed out that the country’s new middle class is very different from the one ...
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August 21, 2008 - Industry News
Motorola Must Hop on the Smart Phone Bandwagon Now
Motorola (MOT) has been one of the world’s largest wireless device makers for some time now but it has been losing market share steadily. In ...
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July 16, 2008 - Industry News
Sanmina-SCI: A Bargain at Current Prices
Sanmina-SCI is one of the most undervalued stocks trading on the NASDAQ market. Currently trading at under 8 times earnings, a consensus 2008 ...
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June 23, 2008 - Industry News
Benchmark Electronics: Probing at Value
Benchmark Electronics (BHE) was mentioned as a buy idea by a value fund manager last week on CNBC. This article will provide a general ...
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June 4, 2008 - Industry News
Semiconductor Shipments: Leading Indicator of Tech Strength?
In looking at the recent Durable Goods report it was striking to see that shipments for semiconductors were up over 25% from March to ...
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May 13, 2008 - Industry News
Dell Is Indeed Turning Around
I wrote an article called What The Dell (DELL) Is Wrong In Round Rock? referring to the city where Dell is headquartered. The article is here ...
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April 28, 2008 - Technology News
Nippon Telegraph & Telephone Redefines Touch Screen
You always knew you had an electric personality, and now a Japanese tech company agrees with you. Nippon Telegraph and Telephone Corporation ...
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March 26, 2008 - Industry News
Flextronics Has Never Been More Attractive
Flextronics is a major player in the worldwide contract manufacturing market. After buying Solectron last October, their expected FY 2007 ...
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January 30, 2008 - Industry News
Motorola Exiting the Handset Business? Jibes with Moto's History
A report this morning from Nomura Securities suggests that Motorola might exit the cell phone handset business. The report is entirely ...
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January 2, 2008 - Industry News
Mobile and Wireless Predictions for the New Year
There is a notable shift towards non-operator unlocked 'vanilla' handsets. Globally, about 50% of phones are sold through operator ...
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October 16, 2007 - Industry News
How Rogers Corp. Lost Half Its Value
Having just featured Rogers Corporation (ROG) in a previous post based on the chart and a news announcement (third quarter earnings expected ...
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July 10, 2007 - Top Story News
Motorola Continues To Lose Market Share
Eric Savitz submits: Analysts at both Cowen and Pacific Crest provided roundups on the state of the handset market - and both say that Motorola ...
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June 22, 2007 - Top Story News
Jabil Circuit Jumps On Beat, Strong Forward Sales Guidance
Contract electronics manufacturer Jabil Circuit Inc. reported profits dropped 90% in its latest quarter due to large one-time expenses. But earnings...
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June 12, 2007 - Top Story News
Solectron/Flextronics Merger Analysis
The overlap in the Solectron Corp (SLR) - Flextronics (FLEX) combination is of the broader variety: Electronic Manufacturing Services ...
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May 16, 2007 - Top Story News
Contract Electronics Manufacturing: Tough Place to Make Money
The contract electronics manufacturing business is a tough place to make money, advises Credit Suisse’s William Stein, who launched ...
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April 26, 2007 - Industry News
Mobile Phones: Lower Anticipated Growth Bad For Flextronics
America’s Tim Long yesterday morning trimmed his global unit growth forecast for the mobile phone market to 1.11 billion, an increase of ...
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February 23, 2007 - Industry News
Celestica: Despite New CEO, Not Out of the Woods Yet
FP Trading Desk submits: While Celestica Inc.'s (CLS) presentation in New York provided an update of what its corporate ...
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February 16, 2007 - Industry News
Solectron: CEO Split for Dell Could Mean Bad News
Solectron (SLR) CEO Mike Cannon resigned to take over as president of Global Operations at Dell (DELL). Solectron CFO Paul Tufano takes ...
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