Western Digital Expands Portfolio and 4 Chip and Big Data Stocks on the Move

Intel Corporation (NASDAQ:INTC):  Accordfing to DigiTimes, Intel Corporation’s Chief Executive Officer, Paul Otellini, recently met with Acer executives in Taiwan to dismiss the smartphone business. The sources say Otellini hoped to persuade the vendor to release Intel based, entry-level or mid-range smartphones and expand the business through a three-way partnership, but instead, Acer is expected to continue to focus on the PC business .

QUALCOMM Incorporated (NASDAQ:QCOM):  ISuppli’s teardown of the iPhone 5, revealed that Apple has basically kept the same suppliers. In the past they used companies like Samsung, Qualcomm Incorporated, Broadcom, Murata, Dialong, and Texas Instruments. Apple has been using Qualcomm’s, 4G LTE chips in the iPhone 5. LTE is more complex than 3G, so the company had to use two different phones in order to deal with the various mobile networks that will launch it. Both have different 4G chips, so Qualcomm has benefited.  Apple has been trying to reduce their dependence on Samsung, as the two are currently in a legal battle over patents. Now, all of  the DRAM chips for the iPhone that used to be from Samsung are from Elpida. The company is also utilizing SanDisk’s components for the first time.

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ARM Holdings PLC. (NASDAQ:ARMH):  According to DigiTimes who cited industry sources, China-based operators of Internet services are interested in adopting ARM Holdings PLC-based (NASDAQ:ARMH) servers. Hewlett-Packard (NYSE:HPQ) and Dell (NASDAQ:DELL)are among those that are currently developing ARM-based server systems.

Seagate Technology PLC (NASDAQ:STX):  A year after the Thailand flood disaster partially derailed production, the global hard disk drive (HDD) industry has fully recovered. Driven by the enterprise market as well as the arrival of the Windows 8 operating systems, shipments to the computer market are expected to hit a record high this year.

Western Digital Corp. (NYSE:WDC):  WD, a subsidiary of Western Digital Corporation, will be at Gitex Shopper 2012 presenting their expanded ‘Connected Life’ product portfolio. This includes a range of devices designed to enable consumers to seamlessly stream as well as store and share high definition digital content throughout the home. This will also allow for remote access.

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