Intel's Potential $720 Million Holiday Season Gift To AMD
Intel noted on their Q2 earnings call that they would struggle to meet demand for the remainder of the year and so it has come to pass. During the...
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Micron. Separating Fact From Fiction
From analyst downgrades to Chinese court injunctions to the high-profile split with Intel, Micron has encountered a plethora of negative catalysts...
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Intel's Life Saving Acquisition Coincides With A Death Cross
Intel's recently announced acquisition of startup Netspeed Systems is a clear signal that the company is scrambling to emulate Advanced Micro...
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NAND Flash Prices Continue to Drop
NAND flash prices, which have been in decline for the entire year, reached an interesting level of $0.08/GB on the spot market last week. This...
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Renesas Electronics: Excessive Focus on IDT Deal Multiple Belies Long-Term Strategic Potential
We visited Renesas Electronics (6723 JP) today and discussed the two key issues on investors minds: Inventory build-up is on its way to being...
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