It is time to take partial profits, especially on short-term trades on Apple AAPL and its supplier Avago. In the case of Apple, China Mobile CHL is likely to officially announce tomorrow that it will carry iPhone. In the case of Avago, it just almost doubled its size by acquiring LSI (LSI). Professionals often surround their long-term
Thailand is the center of disk drive manufacturing. Recent flooding in Thailand damaged a large number of manufacturing facilities resulting in a lack of adequate supply of disk drives. Seagate [s:STX] is one of the largest manufacturers of disk drives in the world. Compared to the competitors, Thailand
FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI). The data is most negative for Nvidia (NVDA). The data is also negative for Broadcom (BRCM), Altera (ALTR), and Texas Instruments (TXN).