Lam Research (LRCX) shares are trading lower after Citigroup analyst Timothy Arcuri asserted in a research note that Samsung is likely to push out orders and delivery for equipment targeted at DRAM capacity expansion. He says Samsung is pushing out $750 million to $1 billion of equipment orders – and [...]
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Sprint will offer the Samsung Galaxy Tab 7″ tablet computer starting Nov. 14th for $399.99 with a two-year data contract.
Sprint (S) today announced it is taking pre-orders for Samsung Electronics’s (SSNLF) Galaxy Tab tablet, which is based on the Android operating system from Google (GOOG), following Verizon Communications’s (VZ) announcement [...]
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Spansion (CODE) shares are trading on the news that a U.S. International Trade Commission judge found that Samsung does not violate Spansion’s patent rights. Spansion has been seeking to block imports of Samsung flash memory chips.
Bloomberg notes that a ruling in Spansion’s favor could have resulted in a ruling ban [...]
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The market has turned sour today on the mobile-phone related chip stocks. Exactly why isn’t clear.
TheFlyOnTheWall.com blamed a drop in Qualcomm (QCOM) shares, in particular, on “speculation that Samsung and Motorola (MOT) have cut 3G chip orders.” I’d note that in a post late yesterday, I pointed out that Rodman [...]
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Verizon Wireless (VZ, VOD) this morning said it will start selling the Samsung Galaxy Tab, an Android-based 7-inch tablet, on November 11 at $599.99. Service plans start at $20 a month.
Or you can buy an iPad.
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The Samsung Focus will be the first Windows Phone 7 device available at AT&T in November, for $199.
Microsoft (MSFT) CEO Steve Ballmer took to the stage inside a big loft space on West 22nd Street in Manhattan this morning to introduce the company’s Windows Phone 7 operating system [...]
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Micron Technology (MU) disclosed in an SEC filing that Samsung has agreed to pay the company $275 million under a new 10-year patent cross-licensing agreement. The company said $200 million of the total is due by October 12, with $40 million due by January 31, 2011, and $35 million by [...]
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In markets good and bad, the rumor mill keeps cranking.
Blue Coat Systems (BCSI) shares are trading higher on rumors that Dell (DELL) might be interested in making an offer, according to TheFlyOnTheWall.com.
There is talk, according to TheFly, that OmniVision (OVTI) could get a bid from Samsung in the $32-$34 a [...]
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Samsung warned that there could be a glut of DRAMs in the market starting in the December quarter if PC sales continue to weaken, Reuters reports.
“If the PC market continues to slow, we may see a kind of oversupply in Q4 or Q1,” Kwon Oh-hyun, head of Samsung’s [...]
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Samsung is considering equipping its televisions with Google’s (GOOG) Android software as the consumer electronics industry steps up its push into Internet-connected TVs. The comment, reported by Bloomberg, came from Yoon Boo Keun, who runs the Korean company’s TV business.
The Samsung exec also said the company is likely to meet [...]
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