Intel

Prediction: New Apple Macbook Air Will Run iOS

October 20, 2010

Okay, okay, Apple’s (AAPL) Mac event where it is widely expected to unveil a new Macbook Air is just a few hours away, but I wanted to get my prediction in. I think the new Macbook Air is going to run iOS, the operating system powering the iPad and iPhone 4. Think about this. The [...]

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Apple Still Killing PC Industry Despite ‘Disappointing’ iPad Sales

October 19, 2010

(image courtesy of Apple) So Apple (AAPL) didn’t sell as many iPads in the fourth quarter as the street expected. Shocker, right? Well, don’t start thinking the old-school PC industry is safe. First of all, look at the Mac numbers. Mac sales grew by 27% in a quarter when the broader PC industry grew by [...]

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Catch My Interview on Frank Curzio’s Podcast

October 15, 2010

Hey folks, I just wanted to let you know that I recently appeared on the S&A Investor Radio podcast, which is hosted by my good buddy and former colleague Frank Curzio of Stansberry & Associates. Frank and I worked together for years at TheStreet.com and he runs the best investing podcast in the business. I [...]

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Why Intel is Down After An Earnings “Beat”

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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Why Apple Will Thrive In a Lousy PC Market

October 8, 2010

Yes folks, the PC industry is still in the dumps. We saw two very important things happen this week: 1) IDC said that tablets like the Apple (AAPL) iPad will drag hard-drive demand down by 2-3% this year. 2) Both Samsung and Micron (MU) noted weak DRAM memory pricing trends, which are dragging on both [...]

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IDC: iPad to Hurt Hard-Drive Shipments

October 4, 2010

I can’t and I won’t and I don’t hide my bearishness on the entire PC industry with the exception of Apple (AAPL). Now here’s an interesting piece of analysis out of market-research firm IDC. Those good folks see tablets, which use flash memory rather than traditional hard-disk drives, puttting a 2-3% drag on hard-drive shipments [...]

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PC Market Still Stinks as AMD Cuts Guidance, iPad Rocking

September 23, 2010

If you’ve been reading my stuff on Minyanville, then you know that I’ve been very bearish on the PC industry. Here are some of my recent headines: July 7 – Why It’s Time to Dump PC Stocks August 20 – Six Reasons PC Stocks Haven’t Bottomed Yet September 1 – Why Merger Mania is Bearish [...]

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