A Couple of Morning Worries

While we are in the midst of earnings, which means there is a lot of information being thrown around, two data points in particular caught my attention.

I'm not referring to the cap-ex cut at Intel (INTC) that was offset by the cap-ex increase at Taiwan Semiconductor (TSM). To me that makes perfect sense given the continued, if not accelerated, shift in the market away from PCs to smartphones and tablets. That bodes well for Qualcomm (QCOM). QCOM and TSM increasing capital spending likely means that its largest customer -- again Qualcomm -- is doing well. But we know this....353 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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