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Dasan's Articles
DRAM, NAND and SD card pricing and commentary
DRAM and NAND pricing trends. We are entering the seasonally weakest period for pricing. Geeky tech analysts all know how much the tech industry grinds to a halt for Chinese New Year, which is only a few days away. If you want evidence of this, look at the SD card chart - SD cards are very sensitive to this seasonality.
AMZN: Priced for perfection, they delivered perfection
Earnings recap and Kindle model for AMZN. Expectations could not have been higher going into the quarterly earnings call, and they beat them!
Monthly Gaming Industry Report
Two dense pages of data - covering the three biggest gaming markets in the world: Macau, Vegas/Nevada, and Atlantic City. Startling trends in Vegas. Macau still hot. Atlantic City challenged by PA casinos, but overall trend is improving.
GOOG earnings recap
No big surprises here for anyone who tracks search metrics. Detailed one-page summary of the call.
XLNX Earnings Recap
XLNX is one of my favorite companies to get a feel for how the tech industry is doing. This quarter was another "beat" quarter by them, no big surprise. My recap is attached.
EBAY earnings recap
I gotta admit - Ebay numbers are looking better! This is my standard one-page summary of the quarter, with my take on the situation.
IBM 4Q09 Earnings Recap
My quick recap of the IBM quarterly earnings results. Hard not to like this company, improving margins and disciplined execution and acquisition strategy. Great positive read for overall tech mosaic.
US Online Search Metrics for Dec2009
Analysis of the US Online Search market for December, 2009. PDF now posted - very timely. Another name for this could be "The Rise of Bing" especially with rumors that Apple may be replacing Google search on the iPhone with Bing.
DRAM, NAND and SD card pricing and commentary
Memory prices and commentary. A lot of good data here on one simple page. Data culled from public sources, presented in easy-to-use graph format. (We've used this data to mine for good stock ideas).
INTC Q409 Earnings recap
My take on INTC earnings. Nice beat & raise quarter. Good harbringer for tech earnings season ahead. Not really a surprise as the PC data was so good and telegraphed the quarter.
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