Apple - Apple TV: Make Your Mind Up Time
Morningstar's argument that an over-the-top TV service would work for Apple, content providers and customers alike is, in our view, spot on the...
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Intel Raises Guidance on Improving PC Demand; Finding Beneficiaries
What's new?Intel today raises its 3Q16 sales growth guidance to 13-17% q/q (US$15.6bn, +/-300mn) from 6-14% q/q (US$14.9bn,+/-500mn). Intel...
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Silicon September 4.0: Drones & Internet of Things
From Animation to Reality. If you have watched Disney's Beauty & the Beast animation, you will see the pictures of talking kettles, spoons, and...
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US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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Andrew on Tech: Fan-Out Disruption After Apple A10 Fusion Introduction
After the first fan-out packaging application processor (AP) A10 Fusion introduced at Apple iPhone 7 launch event and manufactured by Taiwan...
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