Lenovo 992 HK, The Water Continues to Rise
Their first quarter numbers reaffirm our thesis that they are drowning in debt. They are manipulating working capital, factoring receivables and...
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Razer Pre-IPO Review - For Gamers. By Gamers. But, Is It for Investors?
Razer Inc filed its draft prospectus in June and will be raising approximately US$600m in its upcoming IPO. The company boasts a star studded...
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Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
278 Views
Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
400 Views
Asus Is Shifting Its Product Mix from Netbooks to All-New Ultrabooks, Tablets, and Smartphones
Asus’ tenure as a motherboard developer spans more than 25 years. Now, the group is in the process of transitioning to the mobile business, while...
156 Views