Apple’s iPhone 4S Cracked Open, Money Spills Out

Research house IHS iSuppli has opened up Apple’s iPhone 4S to see who’s in and out among its suppliers and to estimate how much it cost to make.
iphone_4s_teardown

Chips: Citi Turns Bullish; Upgrades Nvidia, STMicro, IDT; Upbeat on Semi Equipment

In a welcome instance of positivity, Glen Yeung of Citigroup advised this morning that now is the right time to invest in the chip and semiconductor sectors, asserting that now is the right time for it to jump in for the next upturn. He specifically called out Integrated Device Technology, Nvidia and STMicro as investment targets.