ARM Warns about Weak Demand in the Second Half
ARM Holdings’ CEO announced that it expects weak end-market demand in coming periods, but we don’t think such a view will impact Apple.
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What Is Going on at Intel?
The chip giant has faced some pressure recently, but why?
Microsoft’s ‘Surface’ is No Apple Killer, But It Will Hurt Computer OEMs
Tech-giant Microsoft announced its Windows 8 tablet, “The Surface.” We don’t expect it to kill the iPad, but we think it’s positive for Microsoft and a negative for Google and computer OEMs.
Addressing Intel’s Bear Case
After increasing more than 30% since September of last year, Best Idea Portfolio holding Intel has fallen 10% during the past month. Despite the pullback, we think the firm’s stock price rise is far from over, with the company registering a 9 on our Valuentum Buying Index.