Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
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Reasons Why DRAM Price Might Be Better than NAND in 2017
Executive summary DRAM spot price much stronger than NAND's in 4Q16: After over 10% hike in DRAM/NAND spot/contract price in 3Q16, we see another...
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Intel Guides a Pause in 4Q16; Losing Short Term Momentum
Summary Results beat, but guidance miss: Intel reports US$0.03 better 3Q16 EPS than Bloomberg consensus' but guides 1% lower 4Q16 sales, lower...
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Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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