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SA Editor Eric Jhonsa  

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  • AMD sets 2H15 guidance, unveils new CPUs, offers ambitious roadmap [View news story]
    Just corrected the post. Thanks for the heads-up.
    May 6, 2015. 09:19 PM | 5 Likes Like |Link to Comment
  • Bloomberg: Microsoft weighing bid for Salesforce [View news story]
    Intel rose sharply on the Altera M&A reports, which seem pretty legit (given they've come from several different news sources). Shorts couldn't be happy about seeing them.
    May 6, 2015. 01:03 PM | Likes Like |Link to Comment
  • Groupon posts mixed results, offers light Q2 guidance (updated) [View news story]
    That will be booked as a one-time gain. Won't come up in non-GAAP results.
    May 6, 2015. 11:34 AM | 2 Likes Like |Link to Comment
  • Corning selling $750M worth of debt, gets low interest rates [View news story]
    Thanks. Updated the post to make note of that.
    May 6, 2015. 11:11 AM | 1 Like Like |Link to Comment
  • Groupon posts mixed results, offers light Q2 guidance (updated) [View news story]
    It does look like some analysts didn't update their models. You also see this occasionally when a company pre-announces/warns 2-3 weeks before earnings.
    May 6, 2015. 10:47 AM | Likes Like |Link to Comment
  • Bloomberg: Microsoft weighing bid for Salesforce [View news story]
    Google would be my first guess as well. Especially since they just got a new CFO.
    May 5, 2015. 10:50 PM | 1 Like Like |Link to Comment
  • Vringo +12.9%; case data points to U.K. ZTE settlement [View news story]
    Updated the post to clarify that the order was for legal fees.
    May 1, 2015. 10:08 AM | 2 Likes Like |Link to Comment
  • Skyworks up 3.3% on FQ2 beat, strong FQ3 guidance [View news story]
    Thanks for the info.
    Apr 30, 2015. 06:11 PM | 1 Like Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    I always roll my eyes when people suggest the media is out to get Apple. No company (and I really mean NONE, in tech or otherwise) gets a larger amount of favorable media coverage than Apple. And few get more bullish analyst coverage.
    Apr 30, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    Because the WSJ report was about a component defect. The post mentioned it affected production. Never said it was an issue users reported seeing.

    That said, it's probably worth spelling out that the issue didn't affect shipped Watch units. Updated the post to make note of it.
    Apr 30, 2015. 03:08 PM | Likes Like |Link to Comment
  • QuickLogic down 9.5% due to soft Q2 guidance [View news story]
    They said the designs were set to enter production in Q1, and were pushed out to Q2. They're among the 5 S2 production designs QUIK expects to support in Q2.
    Apr 30, 2015. 12:30 PM | Likes Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    $20B would be equal to nearly 3% of Apple's market cap, so it would matter some. But I think the bigger concern about EU tax policy changes would be the impact on Apple's future tax payments in the region. Ditto for GOOG, AMZN, etc.
    Apr 30, 2015. 12:59 AM | 2 Likes Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    I suggest reading up on how the EU/EC operate. Regulators set policies on what they consider "illegal state aid," much as they do over things like antitrust and cross-border trade. Also, the issue isn't just about Apple's operations in Ireland, but about their tax collections within the broader EU zone (and elsewhere), as handled by subsidiaries based in Ireland. The EC definitely has a lot of say over that.

    I don't get paid based on clicks. And the tax disclosure has been covered widely in the media, so it's quite a stretch to say the story (just one part of a 3-part roundup) has been sensationalized. Google News turns up over 40 articles about it as of this moment.

    As for covering EU tax probes of other U.S. companies, that's been done plenty of times (here's one example - http://bit.ly/1Q0b5tO). But it was Apple that just made a disclosure, not some other company.

    P.S. It's Yahoo Finance and Marketwatch, not Yahoo Finalcials and Marketwatcher
    Apr 29, 2015. 09:28 PM | 15 Likes Like |Link to Comment
  • Apple roundup: Watch component defect, tax disclosure, smartphone share [View news story]
    I can assure you it's far from a slow news day. Ireland is part of the EU, so the EC has jurisdiction.
    Apr 29, 2015. 06:31 PM | 17 Likes Like |Link to Comment
  • Yelp posts mixed results, offers soft guidance; shares tumble [View news story]
    The consensus estimate is from Thomson/First Call. You can find it on the following Yahoo Finance page.

    http://yhoo.it/1GGnfUx
    Apr 29, 2015. 04:38 PM | 3 Likes Like |Link to Comment
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