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Friday, August 28, 2009

Apple Inks Chinese iPhone Deal

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Intel Raises Outlook

intcIntel is a bellwether for the tech sector; as goes Intel, so goes the industry. So, if the company raises its third-quarter revenue forecast because of stronger-than-expected demand for its microprocessors and chipsets, as it did today, then the industry may truly be stabilizing.

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Wednesday, July 22, 2009

Apple Defies Recession

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iPhone 3GS Now Available in Federal-Reserve-Note Green

Demand for Apple’s iPhone 3GS, which topped one million handsets sold in its first weekend at market, has surpassed even the company’s presumably aggressive targets. Reporting earnings Tuesday, Apple said it sold 5.2 million iPhones in its third quarter and finally copped to something that’s long been apparent to anyone who’s been keeping an eye on its iPhone availability widget: Demand for the new iPhone 3GS is far outpacing supply.

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Tuesday, July 21, 2009

AMD Earnings Better When Ignored

amddownthumbWhen Intel CEO Paul Otellini said “the worst is now behind us,” he was clearly not referring to AMD. Posting earnings Tuesday afternoon, AMD reported an ugly loss of $330 million, or 49 cents a share–greater than the 47 cents analysts had been expecting.

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Monday, July 20, 2009

Q3 Apple Earnings: Hold and Wait for the Boom

steve_boomWell, nobody is buying Apple’s conservative estimates for this quarter. Certainly not after the release of the latest Mac sales data from NPD Group this morning. Analysts had been calling for Apple to sell 2.45 million Macs in its third quarter. Instead, NPD says the company sold approximately 2.6 million.

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Thursday, July 16, 2009

Layoffs at Cisco

The 1,500 to 2,000 job cuts announced during Cisco’s second-quarter earnings call are apparently well under way. Sources say the company is sacking upward of 600 employees at its Silicon Valley headquarters today.

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Mac Shipments Up. Also, Mac Shipments Down.

confused-apeDomestic Mac shipments for the second quarter of 2009 rose to 1.422 million, a 2.5 percent year-over-year increase. Or, they fell to 1.2 million, a decline of 12.4 percent. All depends on whom you believe, Gartner or IDC.

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Tuesday, May 19, 2009

So Much for Those Better-Than-Expected HP Earnings [UPDATED]

pcloadletter.jpgHewlett-Packard’s second-quarter financials may have been in line with forecasts, but they were troubling nonetheless. A number of analysts predicted that the company might report better-than-expected earnings. Sadly, it did not.

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Wednesday, March 11, 2009

National Semi Chips Away at Workforce

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Thursday, February 5, 2009

Lenovo Boss Falls on Sword as Losses Mount

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Tuesday, January 20, 2009

Earnings Week: You Want The Truth?

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Tuesday, December 23, 2008

iSuppli Announces Laptopaleolithic Age

“We believe that the shipment crossover of desktop PCs to mobile PCs will now happen this year and not next year, as we originally anticipated.” Intel CEO Paul Otellini made that prediction this past April, and it would appear he’s been proven right.

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Thursday, December 4, 2008

AMD Adjusts Q4 Revenues From “Roughly Flat” to “Roughly Crappy”

Oh, they’re all piling on now. This week has brought with it bad news from Palm, Research In Motion, Adobe, AT&T, and Nokia. Now AMD has joined them as well. In a terse statement issued this morning, the company warned that its fourth-quarter revenue will come in significantly lower than previously expected, thanks to souring computer sales.

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Wednesday, December 3, 2008

Research in Slow Motion

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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. Read more »

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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