Broadpoint AmTech

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.

iPad: King of All Media?

John Paczkowski in News on April 1, 2010 at 6:10 am PT

When Apple’s iPad arrives at market Saturday, it will have access to all manner of content: Millions of songs; thousands of movies; and eBooks, magazines and newspapers from a growing list of publishers. After the jump, a handy table from Broadpoint.AmTech analyst Brian Marshall breaking out providers of the latter.

Voices

Google’s Little Fiber Experiment Could Cost Over $1 Billion

Eric Savitz, Blogger and Columnist, Barron's in News on February 10, 2010 at 3:30 pm PT

The surprise announcement that Google is going to experiment with installing ultra fast optical fiber-based broadband Internet access to up to 500,000 people has some very real potential economic consequences.

Voices

Apple: Eight Reasons to Buy the Stock Here

Eric Savitz, Blogger and Columnist, Barron's in News on January 13, 2010 at 5:01 am PT

Apple sure did have a nice run in 2009, with a 150% run-up off the March low. So can the stock move up from here? Oh, yes it can, according to Broadpoint.Amtech vice chairman Richard Prati. In a note to clients today, Prati wrote that the stock is likely to hit new highs throughout 2010, despite the recent its current level near its all-time high.

Voices

Could Asian Players Buy Take-Two Interactive?

Eric Savitz, Blogger and Columnist, Barron's in News on January 11, 2010 at 12:54 pm PT

Could the U.S. video game companies be acquisition targets for their Asian rivals? Broadpoint.AmTech analyst Brian Schachter raised that question in a research report Friday, asserting that there is excess capital at many Asian video game companies, particularly in China.

QOTD

“If the new management team cannot fix user engagement, most of the other initiatives will not mean much. The company has laid out a strategy to focus on ‘niche-at-scale’ content and advertising. We are simply not believers in this strategy, and we do not give the company credit for it working.”

– Broadpoint AmTech analyst Benjamin Schachter isn’t convinced that the new AOL is any better than the old one.

AOL Now Aol.

John Paczkowski in News on November 23, 2009 at 11:00 am PT