8 posts and columns on Barron’s Tech Trader Daily

Q4 Laptop Market Better Than Feared, Says Sterne Agee

in News on December 13, 2010 at 8:00 am PT

The PC notebook market seems to be doing better than expected, to judge by recent shipment data, writes Sterne Agee analyst Vijay Rakesh writes in a note to clients this morning.

Cablevision Reportedly to Buy Bresnan for $1.3 Billion

in News on June 14, 2010 at 12:00 am PT

As has been rumored, Cablevision will buy Bresnan Communications from a group of private investors led by Providence Equity Partners for about $1.3 billion, Reuters reports, citing “a source familiar with the situation.”

Nokia Risks "Fading Into Irrelevance," Analyst Warns

in News on June 8, 2010 at 11:15 am PT

Can Nokia effectively compete against the Apple iPhone and the onslaught of phones based on Google Android? Rodman & Renshaw analyst Ashok Kumar this morning wonders in a brief research note if the company is at risk of an “interminable slide.” He notes that checks find the company is is paring back orders for the September quarter due to “continued share loss.”

RIM Hit by Second Outage in a Week

in News on December 23, 2009 at 8:35 am PT

Research in Motion shares are holding up well despite a second service outage in one week for North American and South American users of the BlackBerry, following last Thursday’s crash.

Is Stimulus Plan Slowing Spending on Telco Gear?

in News on April 16, 2009 at 1:12 pm PT

Spending on telecommunications equipment has apparently slowed down in anticipation of pending details on a piece of the government stimulus that will provide incentives for building out the nation’s broadband network, according to Avi Cohen, head of research at Avian Securities.

Report: Nortel Mulling $1 Billion Offers for Various Assets

in News on December 23, 2008 at 12:00 pm PT

Nortel Networks, the once multibillion dollar telecom vendor now trading as a micro cap, may be considering offers of as much as $1 billion for its product portfolio of gear that lets phone companies string Ethernet networking to homes and businesses.

Cisco's Chambers: No Current Talks on Big Deal; EMC Off

in News on August 6, 2008 at 10:19 am PT

Cisco Systems (CSCO) CEO John Chambers said in an interview on CNBC that the company is not currently in any negotiations for a large acquisition, Reuters reports. The comment came in response to a question about whether the company might be in talks to acquire enterprise storage giant EMC (EMC).

Update: Extreme In "Serious" Talks With Bidder, JMP Says

in News on May 16, 2008 at 11:07 am PT

A quick update on my post yesterday regarding rumors that Extreme Networks (EXTR) might be acquired by privately held Enterasys. In a research note yesterday, JMP Securities analyst Samuel Wilson wrote that “sources suggested to us that at least one interest party has stepped forward to begin serious discussions with the company.”