Apurva Agarwal
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- Apurva's Portoflio
- Microsoft Corporation
- Merck & Company, Inc.(new)
- Texas Instruments Incorporated
- SunPower
- Intel Corporation
- Micron Technology, Inc.
- Netflix, Inc.
- Apple Inc.
- Radioshack Corporation
- Cree, Inc.
- NVIDIA Corporation
- AOL Inc. AOL Inc.
- Broadcom Corporation
- Nokia Corporation Sponsored American Depositary Shares
- QUALCOMM Incorporated
- Caterpillar, Inc.
- Advanced Micro Devices, Inc.
- Samsung
- Groupon, Inc.
- Ford Motor Company
- Applied Materials, Inc.
- Abercrombie & Fitch Company
- Research In Motion Limited
- Cisco Systems, Inc.
- Zynga Inc.
- Adobe Systems Incorporated
- F5 Networks, Inc.
- Juniper Networks, Inc.
- Sina Corporation
Clipped from theatlantic.com using the Trefis clipping tool:
Call it if you want, but this is what economic destruction looks like. Print newspaper ads have fallen by two-thirds from $60 billion in the late-1990s to $20 billionin 2011. ... Read more [ less... ]
[img width="400" height="275" title="newspaper" caption=""]http://library-trefis.s3.amazonaws.com/496-newspaper.jpg[/img]
Clipped from theatlantic.com using the Trefis clipping tool:
Call it if you want, but this is what economic destruction looks like. Print newspaper ads have fallen by two-thirds from $60 billion in the late-1990s to $20 billionin 2011. ... Read more
Smartphones are driving demand for mobile-DRAM - which typically has higher margins than PC DRAM. Coupled with low margins, PC DRAM is also facing stagnation in demand due to slowdown in PC sales, as well as low memory content growth per PC.
Clipped from isuppli.com using the Trefis clipping tool:
DRAM shipments in smartphone handsets, as measured in 1 gigabit-equivalent units, are expected to rise to 1.7 billion in 2011, up 157.2 percent from 672.0 million in 2010. ... Read more
[ less... ]
Clipped from isuppli.com using the Trefis clipping tool:
DRAM shipments in smartphone handsets, as measured in 1 gigabit-equivalent units, are expected to rise to 1.7 billion in 2011, up 157.2 percent from 672.0 million in 2010. ... Read more
[ less... ]
Smartphones are driving demand for mobile-DRAM - which typically has higher margins than PC DRAM. Coupled with low margins, PC DRAM is also facing stagnation in demand due to slowdown in PC sales, as well as low memory content growth per PC.
[img width="481" height="274" title="2011 10-18 DRAM_Smartphone" caption=""]http://library-trefis.s3.amazonaws.com/288-2011_10-18_dram_smartphone.jpg[/img]
Clipped from isuppli.com using the Trefis clipping tool:
DRAM shipments in smartphone handsets, as measured in 1 gigabit-equivalent units, are expected to rise to 1.7 billion in 2011, up 157.2 percent from 672.0 million in 2010. ... Read more
DRAM content growth in tablets to make up for declining demand from PC market.
Clipped from isuppli.com using the Trefis clipping tool:
Tablet devices like Apple's iPad represent the next substantial growth area for the DRAM market, during the next few quarters compared to the PC market. ... Read more
[ less... ]
Clipped from isuppli.com using the Trefis clipping tool:
Tablet devices like Apple's iPad represent the next substantial growth area for the DRAM market, during the next few quarters compared to the PC market. ... Read more
[ less... ]
DRAM content growth in tablets to make up for declining demand from PC market.
[img width="551 height="315" title="2011 10-12 DRAM" caption=""]http://library-trefis.s3.amazonaws.com/184-2011_10-12_dram.jpg[/img]
Clipped from isuppli.com using the Trefis clipping tool:
Tablet devices like Apple's iPad represent the next substantial growth area for the DRAM market, during the next few quarters compared to the PC market. ... Read more
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