It would be helpful if you included the time of that Reuters report.
From the percent changes (GE "fell nearly 4 percent" but it ended down 1.56% or about 40% of the panic at the open), it looks like it is based on the U.S. markets at about 10 am, or earlier. The U.S. pre-market was even worse for many stocks, especially AAPL.
Look at a chart of EWJ to see how the U.S. market reaction improved through the day.
AT&T offering free month of iPad data service By Steven Sande posted Mar 15, 2011 1:05PM
Have a new iPad 2, or even one of those dusty, slow, and fingerprint-smeared original iPads? If you have the AT&T 3G model, the mobile carrier wants you to try out "the Nation's Fastest Mobile Broadband Network" for free for one month.
According to an email making the rounds to AT&T customers, you can get a free month on the iPad 2GB data plan (normally US$25). There's no commitment, early termination fee, or activation fees associated with the offer.
To take advantage of the offer, you just need to contact AT&T at 1-888-237-5888 or visit an AT&T Store. You cannot access the offer through on-iPad activation.
To avoid being charged $25 monthly after your free month of service is up, you just need to cancel the service prior to 30 days after activation or before you use 2 GB of data. That can be done through the AT&T My Wireless Account web page, visiting an AT&T Store, or calling the toll-free number listed above.
Free is a good thing. If you have a 3G GSM iPad that isn't currently using an AT&T data plan, this is your opportunity to take advantage of at least one month of service at no cost.
Touch screens are manufactured in Korea or China with the big provider being Samsung.
They may also be coming from Taiwan but not absolutely sure and Slacker probably knows more.
I dont have any special insight into the issue, but from what I can tell both the LCD's and touch panels for the iPad/iPhone are supplied from various sources in Korea/Taiwan. Apple has supposedly prepaid for LCD's from Toshiba and Sharp at the beginning of the year but I doubt that they have been brought on-line.
In terms of real component shortages, I think it is going to be more about things we have never heard of....there is a report that Qualcomm uses Mitsubishi Gas Chemical for some resin in their chips. Who knew? and who knows how difficult it is to find a 2nd source?
At the end of the segment, when asked who will prevail in tablets, he says "Android" because it's a superior OS.
Watch the whole thing or at least the end.
I didn't see that comment about Android at all, but I've only seen the online version, maybe the TV version had some extra time and comments.
I'd be surprised if either one said anything as Android positive as that. Both Mossberg and Carr are quite iPad positive it seems to me. Although Mossberg did say that Android had become the big competitor to Apple in smartphones, he didn't say that about tablets, and both guys said the iPad has a huge lead that will be hard for competitors to overcome.
btw here's Walt Mossberg's iPad 2 review that he released last week: online.wsj.com