Sector Capsule: Computers and Peripherals in Vietnam
Laptops declines by 5% in retail volume terms to 627,000 units in 2017 Laptops in the retail channel records a decline due to a lack of demand...
195 Views
The Market Sentimentalist - Confidence Tricks: Is Apple at Risk of Doing An "Isaac"?
SummaryMost of us are brought up to believe that we should approach life with confidence, especially in the work place – solid eye contact, firm...
135 Views
Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
278 Views
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...
228 Views
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...
262 Views