IDTI sounds positive
at 2005-11-12 20:28:48
IDTI reported after market today and the management sounded positive than the pessimistic market expectations. Top line and EPS was better, guidance is inline for revenues but EPS guidance is higher-just what I want. Company is already 80% booked for the quarter, 10% ahead of typical seasonality- is it demand or are people double ordering? Inventory in the channel and at OEMs seems to be a
Brightpoint shining bright
at 2005-11-12 20:28:48
CELL reported results ahead of expectations on both revenues and EPS. For those of you who do not know what CELL does, a quick introduction is in order: CELL is a distributor of handsets for various carriers throughout the world. CELL also distributes accessories for handhelds. CELL usually has great visibility into the end-market demand. Overall it seems as though handset demand remains strong
IBM spreads wings in India
at 2005-11-12 20:28:48
As I had speculated last week about IBM starting to do more acquisitions in India, IBM bought a small outfit in India fews days back. IBM has announced that it has acquired Network Solutions Pvt. Ltd., a Bangalore-based infrastructure services company. Network Solutions will allow IBM to augment its networking and managed services portfolio. Network Solutions seems to be a network implementation
"The ole dollar, it's gonna go down."~ Bill Gates
at 2005-11-12 19:43:05
Sell real estate
at 2005-11-12 19:43:05
For moderate-income Californians - those earning $30,000 to $60,000 - almost a third are spending more than half their income on housing.
WHAT WILL HAPPEN WHEN INTEREST RATES RISE FURTHER???
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