Richard Davenport

Intel's Earnings Will Benefit the PC Supply Chain

Agreed that SYNA is way oversold. Looking for additional positive PC supply chain data points, as well as solid results from SYNA itself, to rectify that.

Marvell: Negative Outlook for Western Digital, RIMM and Others

Hi Mindspec, I'm not sure how you can judge Connexiti without ever having used it. We certainly do not steal data from anyone. We have more supply chain data than anyone anywhere, and our research calls accurately predict earnings misses with over 90% accuracy. I'm happy to give you a demo--just let me know.

Standard Microsystems: Weak Guidance Negative for PC Supply Chain

Agreed that AAPL may be less affected than Dell or HP. But the Street is still looking for total Dec revs for AAPL up +25% Q/Q, which is only modestly below seasonal norms of +31.5%, and stands in stark contrast to sharply lower guidance from everyone in its supply chain.