ARM Sells More of Less
February 7, 2014
end markets continue to grow quickly in unit terms, but the average value of semiconductor content per unit is falling causing ARM's royalty growth to decelerate rapidly. Although solid earnings growth awaits driven by the continued growth of mobile and non-mobile devices, including the internet of things, the counter warrants a lower valuation more suitable for its slowing growth prospects.
GTI’s 2013 Year in Review – Smartphones Jump the Shark
January 3, 2014
21 longs were up 30.1% since initiation with an average holding period of 316 days and an annualized return of 41.5%, and 18 shorts were down 6.9% since initiation with an average holding period of 358 days and an annualized return of up 10%.
CES 2013 – Six Major Trends Emerge
January 17, 2013
The show had a noticeably sleepier feel than last year, with seemingly less attendees and exhibitors. Even so, six major trends for 2013 emerged including rising resolutions, touch everywhere, W8’s latent potential, the return of integrated mfrs, Intel’s challenges, and HTC’s absence.
21Vianet Soars through the Clouds in China
November 29, 2012
In 2011-2016, internet data traffic in China is forecast grow 5.8-fold, posting a CAGR of 42%. As the largest carrier-neutral operator of data centers in China, and now moving into cloud services with the help of Microsoft, 21Vianet is in the sweet spot of China’s internet growth.
Global PC Forecast: The Return of the Hare
September 20, 2012
The market has written PCs off for dead, but with a shot in the arm from tablets, volumes are still forecast to post a 5 year CAGR of 13.7% & revenue 5.1%. Investment opportunities abound.
Asustek Blooms in a PC Desert
More Inside …
September 12, 2012
In a world where design is dictated by Microsoft and Intel, Asustek has done what the rest of the PC community can’t do, innovate. Beyond PCs, it’s broken out of the Microsoft silo and is now taking Android by storm.