7 posts and columns on BMO Capital

Carriers Willing to Live With High iPhone Subsidies for Now

in Mobile on May 21 at 5:00 am PT

If there’s a handset subsidy battle to be fought, it probably won’t happen until after the debut of the LTE iPhone.
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BMO: Salesforce’s Quarter Should Be Better Than the Last One

in Enterprise on February 6 at 2:17 pm PT

Salesforce.com may make up for the miss on billings that caused shareholders to sell off its stock last quarter.
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The Pressure’s on Hewlett-Packard as It Reports Earnings Today

in Enterprise on August 18, 2011 at 4:30 am PT

In the wake of a dismal outlook from Dell, a key downgrade, and evidence of poor sales of the TouchPad tablet, Hewlett-Packard will face the music after the market closes today.
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A Palliative for Palm

in News on March 26, 2010 at 12:00 pm PT

Today brought with it some much needed good news for Palm: A contrarian upgrade on its shares from research outfit BMO Capital.
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Voices

Dell: More Estimate Cuts Ahead of Earnings Thursday

in News on November 18, 2008 at 5:26 pm PT

Numbers aren’t really working out that well for Dell. One of Its rivals scored points today with impressive preliminary results, but–of more significance–there are ominous sounds coming from Intel’s direction regarding the rest of this year and the whole of next year. Cautionary pre-earnings notes took their toll this morning as well, and drove the numbers down.

Voices

Apple: Will Sept. Quarter Guidance Disappoint the Street?

in News on July 15, 2008 at 8:38 am PT

Apple (AAPL) has a well-established pattern of low-balling its financial guidance–and BMO Capital’s Keith Bachman thinks we will see more of the same when it comes to the September quarter. In a research note this morning, Bachman takes a look at the direction Apple is likely to provide on September quarter numbers.

Voices

Apple: BMO Capital Ups Estimates on Strong Mac Sales

in News on July 7, 2008 at 9:30 am PT

BMO Capital’s Keith Bachman this morning raised his EPS estimates for Apple’s (AAPL) September 2009 fiscal year to $6.36 from $6.21, reflecting increases in his estimates on both notebook sales and iPhones average selling prices. Bachman repeated his Outperform rating and $205 price target on the stock.