Brian Marshall

Could Security Be HP’s Unexpected Strength?

Arik Hesseldahl in News on December 19, 2011 at 6:44 am PT

Could security be the business that helps turn HP around? One analyst thinks so.

Google’s Got “Cupertino Envy”

John Paczkowski in Mobile on August 18, 2011 at 3:01 am PT

Is Google’s acquisition of Motorola Mobility a validation of Apple’s business model?

“Painful But Necessary”: Analysts Comment on Cisco’s Cuts

Arik Hesseldahl in News on July 19, 2011 at 5:30 am PT

Analysts are generally positive on yesterday’s news that Cisco Systems is reducing its headcount by 11,500. Next step: Trim Cisco’s long-term growth expectations with Wall Street.

Cisco’s Big Layoff Only Weeks Away, Gleacher Analyst Says

Arik Hesseldahl in News on July 11, 2011 at 5:30 am PT

The next step in the restructuring at networking giant Cisco Systems — a reduction of about 5,000 jobs — is likely weeks away. Then there’s one more step to go after that, analyst Brian Marshall says.

Chambers Promises Changes at Cisco, But the Task Ahead Is a Big One

Arik Hesseldahl in Enterprise on April 6, 2011 at 7:48 am PT

Cisco CEO John Chambers promises changes, but problems at the networking giant run deep.

Tired: Speculating About Verizon iPhone. Wired: Speculating About Verizon iPhone Sales.

John Paczkowski in Mobile on January 10, 2011 at 3:16 am PT

Verizon Wireless will hold an event in New York tomorrow where, as we first reported here, it will announce the availability of Apple’s iPhone on its network. And when it does, it will halt once and for all the near-pathological Verizon iPhone speculation that preceded it. But only because those who speculated about the existence of a Verizon iPhone have been struck by a new monomania: Speculating about first-year Verizon iPhone sales numbers.

IT Trends in 2011 and Beyond: More Cloud, Flash and Virtualization

Arik Hesseldahl in Enterprise on December 31, 2010 at 10:38 am PT

2010 was a good year for IT growth and will be a tough one to follow, Gleacher analyst Brian Marshall says.

ITunes Video Rentals a $1 Billion Business by 2015?

John Paczkowski in Mobile on December 29, 2010 at 10:57 am PT

How big is Apple’s iTunes video rental business? In a research note today, Gleacher & Co. analyst Brian Marshall hazards a guess: Apple’s serving about 475,000 rentals a day and raking in upward of $60 million per quarter doing it.

Did iPad Data Deal Extend AT&T’s iPhone Exclusivity?

John Paczkowski in News on May 6, 2010 at 10:30 am PT

There’s an interesting theory being floated today by Broadpoint AmTech research analyst Brian Marshall: By agreeing to offer “breakthrough” 3G prepaid data plans for Apple’s iPad, AT&T won an exclusive on the device and extension of its iPhone exclusivity agreement.

Apple Shares: “A Magical and Revolutionary Product at an Unbelievable Price”

John Paczkowski in Mobile on April 21, 2010 at 9:43 am PT

“After the big run, what’s next? The big run.” So begins a research note from RBC analyst Mike Abramsky that’s a good representation of the market’s reaction to Apple’s latest blow-the-roof-off-the-sucker quarter. The 90 percent spike in profit the company reported yesterday, which surpassed already lofty expectations, inspired a rush of analyst notes this morning, all of them enthusiastic.