Thursday, April 30, 2009

Asian Hardware

This is all pretty obvious if you're a tech investor but this week Acer (#3 in PCs), Taiwan Semi (largest semiconductor foundry) and Amkor (semi assemble and test house) all guided up for the June quarter, a quarter which is normally flat-to-down. It is interesting in a wish-you-were-long way that hardware is bottoming just like ti usually does.

The trajectory of the upward curve is another matter but things are certainly not getting worse.


According to this study, Google's brand value has surpassed $100 billion. #1 worldwide and therefore more than that of Microsoft. That may be a wee bit toppy but on the other hand you have to dance while the music is playing. Years later, I still can't believe I passed on that IPO.

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