Tech Trader Daily (Free subscription) | yesterday
... 19 cents. Gerra maintains a Neutral rating, but cuts his target to $11, from $14. ThinkEquity’s Vijay Rakesh picked on the same theme, citing signs of weak notebook orders from Taiwanese notebook contract manufacturers. He says notebook shipments in November are tracking down 20% from October, and weakening substantially into December, possibly another 20% drop. Rakesh says...
Xbitlabs (Free subscription) | 12/11/2008
... signs of weakness at both notebook and motherboard manufacturers in Taiwan.According to analyst Vijay Rakesh from ThinkEquity, there has been “significant weakening in November of corporate notebook demand”, as a result Acer and Dell had already reduced their orders for new laptops. Several days ago Asustek Computer and Apple also cut their notebook outsourcing orders. This will primarily...
Market Watch (Free subscription) | 21/10/2008
"We believe SanDisk is deleveraging its balance sheet, making it a cleaner [acquisition] target," analyst Vijay Rakesh of ThinkPanmure told clients in a research note. "Nonetheless, fundamentals in the NAND flash market remain very weak, but we expect the bar on SanDisk to be lowered significantly and still continue to be an acquisition play with the stock trading under tangible book...
