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Components

Q3 Results – Rotten start

          Q3 reporting got underway last night with both bellwethers IBM and Intel reporting Q3 results. Both sets of results were disappointing and both fell after...

Apple and TSMC – Forgotten reality

          It is no secret that Apple is thinking of moving its chip manufacturing from Samsung to TSMC, but while everyone is getting excited about the...

HPQ / Dell – Developmental defect.

          Share prices, sentiment and outlook for both HPQ and Dell have crashed recently as confidence that Windows 8 will drive a PC replacement cycle has...

ARM vs. Intel – No silver bullet.

          It is no secret that ARM is looking to replace Intel x86 chips wherever it can. In mobile this has been easy as ARM’s superior...