Zynga IPO Flops, Netflix Rumors Fizzle

Intel  cuts Q4 guidance, expecting revenue of $13.4B-$14B against a previous estimate of $14.2B-$15.2B. The firm blames a reduction in inventories and microprocessor purchases across the PC supply chain due to hard disc drive supply shortages.

The then-gen iPad is expected to be abrupt

Apple's  manufacturing transition to the then-gen iPad is expected to be abrupt, DigiTimes claims. Q1 production is totaling 9.5M-9.8M units. Investors in major iPad 2 component suppliers, just as BRCM, STM, SWKS, and TQNT, will want to keep a close eye on which names Apple decides to rely on for its straightway tablet.

H-P  warms to building servers using ARM-based chips, as engineer Michael Wolfe argues it's time for them to be considered for high-performance computing applications. Compared with the Intel and AMD-based chips that dominate the market, Wolfe claims ARM-based chips not only consume less power, however could offer integration and customization benefits.

Apple's  iAd mobile ad business is undergoing a strategy shift afterwards being faces with competition from  Google's  AdMob and others. Advertisers no longer have to commit anyway $1million to a campaign or for screen taps. IDC estimates iAd has 15% of the mobile display ad market, 24% for Google and 17% for startup Millenial Media.

AOL  will combine its dial-up Internet business with its Web services in its new reorganization. It plans to have four business units pursuant to this agreement the new structure, the others being advertising, local services and the Huffington Post media group. The hope is to get consumers to use more of the company's features.

The market for online daily-deals

PayPal  is taking on  Groupon  and LivingSocial with plans to enter the market for online daily-deals. It's a market which could potentially more than double in size by 2015 to $4.2B. PayPal plans to target its 103M clients with coupons tailored to their buying habits and mobile-phone locations.

Broadcom  is guiding for its Q4 revenue to be at the high end of a prior guidance range of $1.7B-$1.8B, ahead of today's Analyst Day. Broadcom is as well lifting its gross margin guidance. Analysts will likely press Broadcom on whether its strength was broad-based, or as is the case with other chipmakers centered around wireless chips.

Focus Media  continues its efforts to counter Muddy Waters' fraud allegations, releasing survey data from global marketing technology firm Ipsos that finds the number of displays in Focus Media's ad network to be in broad outline in-line with the company's stated figures. Muddy Waters is likely to be skeptical of the survey data's validity.

League of its own

YouTube  is simply in a league of its own: comScore estimates Google's video sites accounted for 43.8% of the 201.4M web video views that happened worldwide in October. The #2 site, China's  Youku.com , accounted for just 2.3%, during Facebook accounted for 1.3%. Barclays believes YouTube is on track to generate $1.6B in 2011 revenue.

According to Digitimes, sources are saying  Apple will have 7.85-inch display iPad on the market by Q4 2012. These sources as well claim that Apple will buy LCD panels from AUO and LPL. Amazon's Kindle Fire , with its 7-inch screen and cost of only $199 may be the impetus behind Apple pursuing a less expensive iPad. Steve Jobs, although, expressed firm disapproval of 7-inch iPads.

It's been reported that  Cisco   will be restructured again. New employees will lead the company's Data Center and Security divisions, on the heels of prior reorganization efforts: 8 months ago Cisco shook up its consumer business, only 7 months afterwards its management-by-committee organization changed, and one month following the formation of a Cloud and Systems Management Research Group.

Like deals it made in previously quarters with  Comcast   and  Time Warner Cable,  Verizon   will purchase $315 million in wireless spectrum licenses from Cox cable company. As part of this collaboration, both companies will sell each others' services. In some cases because of struggling to keep up with companies like Verizon, Cox recently terminated its mobile phone service.