Tech/Media/Telco
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News and Views
Tech names bounced yesterday in what appeared to be a technical move. (Ex. CSCO testing a $21 support level before closing at $21.21, up .4%. Also recall that the RSI on close was 36.22). In an article published yesterday Business Insider discusses RIMM’s position among smartphone players, arguing that the company could become the new Palm. RIMM, however finished up 1.5% as BlackBerry service issue in India could be resolved as early as this week. PAY +8.5% made a new 52-week high of 25.03 yesterday after reporting solid quarterly results. Prices for capacitive screens for smartphones are expected to remain high due to tight supply, according to DigiTimes. This should benefit SYNA, CY & ATML. Macro/Technicals Active Names Enterprise/Service/ SW: TIBX, MSFT, ADBE, CMVT, DLB, LWSN PCs/Devices/Net: BIDU, DELL, MOT, HPQ, RIMM, LXK Semis/Circuits: Storage: WDC, SYNA, EMC, STX, SNDK, NVDA, LSI Network Products: CSCO, BRCD, PLCM, FTR, TKLC Telco: VZ, T, TWX, ROIAK, VSAT, LEAP, S, WIN Electronic components: APH, TNB, ENS, AVX, ENTG, CREE Media: AOL, CVC, SIRI, PLA, VMED Smaller Caps: BDE, ADPT, AXTI, QTM, GUID, COHU, MRVC, CELL Sector News, M&A, Capital Raises DELL, PAR: Dell to ratchet up its bid in battle for 3Par- FT HPQ + PAR = CSCO + EMC- TheStreet.com The way the network storage sector is starting to stack up, it looks like it won't be long before everyone has chosen a mate. VIP Vimpelcom to dissuss Orascom purchase today- Reuters Tech P/E M&A: Court Square to buy Fibertech for $500 mln – WSJ Vodafone-Essar decides against IPO for now- Reuters TRB: Eisner Said to Be Tribune Chairman Candidatewhen the company exits bankruptcy- BBG Capacitors lead times reach 18-20 weeks- iSuppli AAPL: Apple set to dominate tablet market through 2012- iSuppli AAPL, AMZN: Apple iPad, Kindle Sales Warn of Coming Tablet Tsunami- eWeek AMZN: said on Wednesday that more of its new third generation Kindles were ordered in the first month of availability than any previous models. GOOG, Skype: Google Gmail Phone Calling Presents Skype Challenge- eWeek Publicis talks over stake in Brazil's Talent- FT HTC Droid Incredible to receive Android 2.2 Froyo on September 1st?- IntoMobile HPQ, PALM: HP, Palm offering $1 million for webOS apps- IntoMobile LCD monitors: PC vendors reducing LCD monitor orders for 2011 due to weak demand- Digitimes China Unicom said on Thursday it will launch more than 10 smartphone models by the end of the year.- Reuters Research Away PAYX upgraded to hold from sell at Deutsche Bank, px tgt $25 CREE initiated with an Overweight at Morgan Stanley - Target $75 Cantor Flows Enterprise/Service/ SW: TIBX, MSFT, ADBE, CMVT, DLB, LWSN PCs/Devices/Net: BIDU, DELL, MOT, HPQ, RIMM, LXK Semis/Circuits: Storage: WDC, SYNA, EMC, STX, SNDK, NVDA, LSI Network Products: CSCO, BRCD, PLCM, FTR, TKLC Telco: VZ, T, TWX, ROIAK, VSAT, LEAP, S, WIN Electronic components: APH, TNB, ENS, AVX, ENTG, CREE Media: AOL, CVC, SIRI, PLA, VMED Smaller Caps: BDE, ADPT, AXTI, QTM, GUID, COHU, MRVC, CELL
SOX:
321.50;
+.97%
VIX:
26.70;
-2.77%
Leaders:
PAY +8.5%, NETL +8.33%, IXYS +7.9%, OVTI +7%
Laggards:
MAG -7.8%, IMOS -5.5%, SPEC -5.4%, VTSS -4.4%