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...
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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...
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Lenovo's 4Q Profits Impaired by Weak Mobile and Data Center Performances Amid Rising Component Costs
Although Lenovo’s revenue showed some progress in the fiscal fourth quarter (ending March 31), the firm’s pretax income slumped significantly and...
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