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Thursday, November 5, 2009

Chip Industry Can Put Down the Mylanta Now

reboundWorldwide chip sales have slipped deep into the mud over the past year and they’ll continue to do so until year’s end. But they’ll begin to improve after that.

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Monday, November 2, 2009

Semiconductor Industry Ends Disaster Preparedness Drills

holdon2009 semiconductor sales are down from 2008 by nearly record amounts, but they’re improving. That’s the latest word from the Semiconductor Industry Association, which said today that global chip sales rose in September from the previous month–the seventh straight month of gains.

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Friday, October 16, 2009

iPhone Supply Issues Dulling Apple’s Shine?

steve_moneybags_thumbOverwhelming demand for the iPhone has made it hard for Apple to keep the device in stock globally, so much so that some observers wonder if the company’s fourth-quarter earnings might be a slight disappointment.

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Thursday, October 15, 2009

Worldwide Demand for iPhone 3GS Outstripping Supply

iphoneboxesDemand exceeding supply for the Apple iPhone 3GS is one of the big takeaways from Piper Jaffray analyst Gene Munster’s earnings preview for Apple’s September quarter and it obviously bodes well for the company’s investors. Munster sees Apple beating the Street’s estimates thanks to increased Mac and iPhone sales.

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I’m Family Guy, and I’m a PC

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Tuesday, October 13, 2009

Intel Profit, Sales Beat Street

intcAs the world’s largest maker of computer chips, Intel is considered a bellwether for the wider industry. So the fact that the company’s latest revenue and profit numbers handily beat expectations is a very good sign indeed.

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Thursday, October 8, 2009

OMFG: 4.1 Billion Text Messages Sent Every Day in U.S.

imagesSome 740 billion text messages were sent in the first half of 2009 in the U.S. This according to the CTIA’s semiannual wireless industry survey, which helpfully breaks down that astonishing figure to an even more astonishing 4.1 billion texts per day. That’s about double the number sent during the same period last year.

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Friday, October 2, 2009

Global Chip Sales Down 21.3 Percent Year-to-Date. But Hey, They Rose Five Percent in August!

chipsWorldwide sales of semiconductors in August rose five percent over July, racking up their sixth month of consecutive gains, according to the Semiconductor Industry Association. Great news were it not for the fact that at $19.1 billion, August sales were down a horrific 16.1 percent year-over-year. Furthermore, for the first eight months of 2009, sales are at $133.8 billion–about 21.3 percent below what they were at this time last year.

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Thursday, October 1, 2009

O2 Suffers iPhone Drought

o2-iphone-ukWell this certainly doesn’t bode well for O2: The U.K. wireless carrier, which has reportedly been selling about 2,200 iPhones a day since it secured exclusive distribution rights to the device in 2007, has run out of the 3GS model. Extremely high levels of demand have emptied not just the company’s physical retail outlets, but its online store as well.

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Friday, September 25, 2009

Analyst: Reports that Verizon Snubbed Palm “Off Base”

shut-up-foolAnalysts who follow Palm are already rolling their eyes over TheStreet.com’s claim that Verizon has balked at adding the company’s new Pre handset to its lineup. In a research note this morning, Deutsche Bank’s Jonathan Goldberg dismissed it as “off base.”

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Wednesday, September 23, 2009

Imaginary Demand for Mythical Apple Tablet Exceeds All Estimates

aapl_tabletThough it’s not available for purchase and its specs and form factor aren’t yet known, Apple’s mythical tablet device is in high demand. In fact, according to an RBC Capital/ChangeWave survey, many of us would buy one, given the opportunity and the right price.

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Monday, August 31, 2009

The Chips Are Up

reboundCould the global semiconductor industry be heading for a much anticipated recovery? It’s starting to look that way. Chip sales rose in July for the fifth consecutive month on a month-to-month basis, according to the trade group, Semiconductor Industry Association. Which is not to say sales are robust; down 18.2 percent year-over-year, they’re abysmal, but they are showing continuing signs of recovery.

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Apple to Rivals: Thanks for the Free Advertising

sprint-pre-vs-apple-iphone-1iPhone sales are trending well in the September quarter and Apple has app developers and its rivals to thank for it. This according to Piper Jaffray analyst Gene Munster, who says those two groups are doing a great deal to reinforce Apple’s brand.

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Friday, August 28, 2009

Apple Inks Chinese iPhone Deal

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Thursday, August 27, 2009

Dude, You Posted Your Earnings Three Minutes Early

dellguy1-150x150Dell’s profit fell 23 percent in its second quarter. Its sales fell 22 percent. But the company still beat Wall Street expectations, and that’s what counts these days. Dell shares spiked nearly seven percent when the news was released, oddly, three minutes before the close of trading Thursday.

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About John

John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper.

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Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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