October 13, 2010
Intel (INTC) is trading down today after delivering what looked like an earnings beat for the third quarter and upside guidance for the fourth quarter. Here’s an excerpt from my latest Minyanville article explaining the market’s reaction: On August 27, Intel lowered its third-quarter revenue and gross-margin guidance, sufficiently lowering investor expectations as to how [...]
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October 6, 2010
(image courtesy of Microsoft) The Apple (AAPL) iPad is hands-down the most important consumer-electronics device released in 2010. Overcoming mass skepticism towards its usefulness, the iPad’s brilliant design, engineering, and user experience have captured the hearts of hordes of consumers – 4.5 million a quarter, according to Bernstein Research. The iPad has gotten big enough, [...]
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