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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.
Thursday, January 14th, 2010
The Porn Dynasty
One of the reasons given by the Chinese government why they want GOOG to censor search results is that they want to protect their innocent citizens from pornography. I love data and numbers, so let's see if their claims hold up.
Tuesday, January 12th, 2010
China Syndrome 2
Today I'm not going to take the time to remove the jargon or acronyms. My apologies to normal people that don't think like a tech analyst.
• Chinese stocks down across the board on interest rate hikes in China, growing concern over durability white-hot Chinese economy.
• HDD numbers from IDC – raising 1H10 units. 1Q10 now 151.2M v prior 147.6M and 2Q10 to 148.6M from 141.8M. estimates that WDC 4Q09 revenue will range from $2.33-2.43B v cons $2.33B
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