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.
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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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