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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: marc ultra who wrote (49560)9/27/2010 12:59:27 PM
From: dvdw©  Respond to of 95487
 
Marc, seems like you will be fine. You have an open mind and awareness enough to recognize the next primary trend is never the same as the last primary trend. Too often folks dont realize that primary trends have shelf life.

Duly noted from within your post history; just continue letting your thinking guide you...Price is always just an artifact of prevailing systems intent.



To: marc ultra who wrote (49560)10/1/2010 6:51:48 AM
From: marc ultra2 Recommendations  Respond to of 95487
 
Chip suppliers to new iPad and iPhone named, CRUS loses to Wolfson, INTC to provide flash:

Cirrus Logic Off; Reportedly Loses Audio Slot In iPad 2, iPhone 5
By Eric Savitz

Cirrus Logic (CRUS) shares are down sharply on fears that the company, which has been providing audio chips for the Apple (AAPL) iPhone, could lose the slot in the iPhone 5 and iPad 2.

As Apple Insider reports, the Taipei-based Economic Daily News today writes that Apple has decided on its component suppliers for the next versions of the iPhone and the iPad.

* Qualcomm (QCOM) will reportedly provide baseband chips for both devices.
* Samsung will reportedly supply the CPU.
* Marvell (MRVL) will reportedly supply the Wi-Fi chip.
* Intel (INTC) is reportedly to provide the flash memory.
* Broadcom (BRCM) is reportedly the supplier for touch-screen controllers.
* Wolfson is reportedly supplying the audio chip - which is why CRUS is getting smacked.
* The Bluetooth chip is reportedly from CSR.
* Texas Instruments (TXN) is reportedly providing the power management chips.

CRUS is down $1.15, or 6.1%, to $17.87.

In London trade, Wolfson (WLF.L) is up 14.8%

Meanwhile, QCOM is up 93 cents, or 2.1%, to $45.24.