Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come
What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018,...
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A Clever Move to Call Qualcomm's Bluff
Broadcom's first unsolicited bid for Qualcomm was unsurprisingly rejected. A recent New York Post article suggests that Broadcom will improve its...
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Last Week in Event SPACE – Santos, Qualcomm, Wharf, Sina, AVIC
Last week, the future's a gas as Harbour Energy circles Santos Ltd (STO AU); proxies to take up the fight as Qualcomm Inc (QCOM US) predictably...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Qualcomm Says "NO" To Broadcom; Raise Price with a Proxy Fight?
Qualcomm says "NO" to BroadcomAfter we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much...
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