NOK: N900 is first handset that looks close to iPhone in quality. Nice touch screen, great graphics, and slide out keyboard. Would be nice to see an iPhone with a slide-out keyboard – but that’s like a 2 button mouse – just not likely to happen. Also nice camera – with cropping and tagging of photos right in the handset.
ISI says best employment report since last August. Recession is ending, read GDP will rise 4.0% in Q3 and Q4.
IDC is raising PC forecasts, after raising handset forecasts yesterday. Expect global shipments in 2009 to decline 1% instead of prior view of down 3.2%.
ISI research saying “unprecedented synchronized global recovery”
Consumer Discretionary is the most heavily shorted sector. Wonder if those shorts come off when everyone returns to Hedgistan next week?
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