October 27, 2010
I’ve had some time to digest the new Macbook Air, and hot damn, Apple (AAPL) just ruined life for the old-school Windows PC makers one more time. The old Macbook Air was way overpriced and way underpowered. However, the new models start at just $999 and scream performance-wise due to their fast solid-state drives. Start-up [...]
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October 21, 2010
(image courtesy of Seagate) I’m still a major PC-industry bear, and my negative view was only reinforced by hard-drive maker Seagate’s (STX) earnings miss yesterday. Seagate’s Q1 EPS number came in a 37 cents, missing the consensus forecast by 8 cents. Gross margins were an anemic 20.4%, well-below the company’s prior expectations of 22-26%. Now, [...]
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