theskew.blogspot.com

The Skew

Or add to your news reader:. Monday, July 6, 2009. What kind of crummy blog is this? Where are the updates? I’ve accepted a position at Concept Capital. The blog is on extended hiatus for the time being. I am still active in the markets and reachable at royhoward@gmail.com. I look forward to hearing from you. Posted by Roy Howard. Links to this post. Monday, June 8, 2009. Live stream of the Apple WWDC. Posted by Roy Howard. Links to this post. June 8, 2009. Posted by Roy Howard. Links to this post. Round...

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Or add to your news reader:. Monday, July 6, 2009. What kind of crummy blog is this? Where are the updates? I’ve accepted a position at Concept Capital. The blog is on extended hiatus for the time being. I am still active in the markets and reachable at royhoward@gmail.com. I look forward to hearing from you. Posted by Roy Howard. Links to this post. Monday, June 8, 2009. Live stream of the Apple WWDC. Posted by Roy Howard. Links to this post. June 8, 2009. Posted by Roy Howard. Links to this post. Round...

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The Skew | theskew.blogspot.com Reviews

https://theskew.blogspot.com

Or add to your news reader:. Monday, July 6, 2009. What kind of crummy blog is this? Where are the updates? I’ve accepted a position at Concept Capital. The blog is on extended hiatus for the time being. I am still active in the markets and reachable at royhoward@gmail.com. I look forward to hearing from you. Posted by Roy Howard. Links to this post. Monday, June 8, 2009. Live stream of the Apple WWDC. Posted by Roy Howard. Links to this post. June 8, 2009. Posted by Roy Howard. Links to this post. Round...

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theskew.blogspot.com

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The Skew: Roundup – May 14, 2009

http://theskew.blogspot.com/2009/05/roundup-may-14-2009.html

Or add to your news reader:. Thursday, May 14, 2009. Roundup – May 14, 2009. It wasn’t just Ken Lewis with his arm twisted behind his back. In mid-October, the Treasury told. A panel of 9 major banks that they had to either voluntarily take capital infusions or they would be tied down and given them anyway. IBM said 2010 earnings of $10-11 are likely. Large scale PV projects will not be eligible for subsidies – they are likely to promote feed-in tariffs instead. Synaptics has a touchscreen design win.

2

The Skew: Cisco ( $CSCO ) Cheat Sheet – 2Q:2009

http://theskew.blogspot.com/2009/05/cisco-csco-cheat-sheet-2q2009.html

Or add to your news reader:. Wednesday, May 6, 2009. Cisco ( $CSCO ) Cheat Sheet – 2Q:2009. Cisco reports tonight. Here’s the quick and dirty consensus:. 160; Revenue. 160; Gross Margin (%). 160; EBIT. 160; Operating Profit. 160; EBITDA. 160; Pre-tax Profit. 160; Net Income. And an earnings preview (cribbed from an alert service):. Company is scheduled to report third quarter results tomorrow after the market closes. Reuters. Product revenue $6.46B. Services revenue $1.63B.

3

The Skew: Intel (INTC) 1Q:2009 results

http://theskew.blogspot.com/2009/04/intel-intc-1q2009-results.html

Or add to your news reader:. Tuesday, April 14, 2009. Intel (INTC) 1Q:2009 results. That said, it’s very possible Intel is deliberately suggesting the revenue outlook for next quarter is bleaker than it may actually be – expect many on the call to think they are low-balling. Posted by Roy Howard. Subscribe to: Post Comments (Atom). Semicaps at 2*book are less attractive ($LRCX $AMA. Roundup – 4/17/09 ($MU $C $GME $ERTS $NTDOY $SNE $. Google $GOOG 1Q:2009 results. Intel (INTC) 1Q:2009 results.

4

The Skew: 19 April 2009

http://theskew.blogspot.com/2009_04_19_archive.html

Or add to your news reader:. Friday, April 24, 2009. There will be gradation and disputes ( #BANKS $BAC $C $JPM ). White House Chief of Staff Rahm Emanuel said. Stress tests on the biggest 19 U.S. banks will reveal a “gradation,” with some being “very, very healthy” and others needing assistance. WSJ: Banks Have A Few Days To Dispute Assessments. Posted by Roy Howard. Links to this post. Apple stores are selling less. Apple stores are generating less sales. Posted by Roy Howard. Links to this post. Bank ...

5

The Skew: Quick and dirty – May 13, 2009

http://theskew.blogspot.com/2009/05/quick-and-dirty-may-13-2009.html

Or add to your news reader:. Wednesday, May 13, 2009. Quick and dirty – May 13, 2009. Applied Materials reported better revenue, worse orders, guided to a midpoint of revs in-line with consensus and suggested orders will be up next quarter. Typically these stocks trade on direction of orders. At 2* book, Applied has already gravitated higher in anticipation of some recovery. Watch the stock for stability around $11. Below there is trouble. 160; Numbers are too low! 160; I think you have to think Inte...

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Or add to your news reader:. Monday, July 6, 2009. What kind of crummy blog is this? Where are the updates? I’ve accepted a position at Concept Capital. The blog is on extended hiatus for the time being. I am still active in the markets and reachable at royhoward@gmail.com. I look forward to hearing from you. Posted by Roy Howard. Links to this post. Monday, June 8, 2009. Live stream of the Apple WWDC. Posted by Roy Howard. Links to this post. June 8, 2009. Posted by Roy Howard. Links to this post. Round...

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