6 posts and columns on Cannacord Adams

Palm Running Out of Time–Again

in News on March 19, 2010 at 7:14 am PT

Remarking on Palm’s gruesome third quarter during an earnings call yesterday, CEO Jon Rubinstein called the company’s performance “extremely disappointing to me personally.” This sentiment seems to be widely held among investors, who are dragging the company’s shares through the mud today, and analysts questioning whether Palm can ever pull off the turnaround for which it’s striving.

iPad Production Is on Track. No, It’s Not. Yes, It Is.

in News on March 4, 2010 at 8:59 am PT

Seems there’s a bit of disagreement over those rumored iPad production issues we’ve been hearing about. Last week, Canaccord Adams analyst Peter Misek warned that a bottleneck at Apple’s manufacturing partner might limit initial availability of the device or even delay its launch. Then yesterday, Digitimes–not the most reliable of sources–published a report suggesting there would be no such inventory issues or delays. Now, ThinkEquity analyst Vijay Rakesh has issued a note echoing Misek’s claim.

Voices

Palm: Sales Well Short of Targets at Verizon, Canaccord Says

in News on February 25, 2010 at 5:00 am PT

Sales of Palm smart phones at Verizon Wireless are coming in well short of targets, according to Canaccord Adams analyst Peter Misek. Misek told his firm sales force [Wednesday] afternoon–and then told me–that he thinks sales of the Pre Plus and Pixi Plus so far are less than 50 percent of Palm’s target levels.

Analysts to Yahoo CEO: Where Are Those "Boatloads of Money" You Were Talking About?

in News on July 29, 2009 at 2:06 pm PT

Wall Street is finally having its say about the newly announced Microsoft-Yahoo deal, and while opinions are mixed, there is some consensus on who got the better end of the deal: Microsoft. Seems the Street would have much preferred the “boatloads of money” Yahoo CEO Carol Bartz once said she’d demand for a search deal than the “boatloads of value” she claims to have given them this morning. After the jump, a roundup of analysts’ notes issued about the deal.
microsoft_as_yahoo

Analysts to Yahoo CEO: Where Are Those “Boatloads of Money” You Were Talking About?

in News on July 29, 2009 at 2:06 pm PT

Wall Street is finally having its say about the newly announced Microsoft-Yahoo deal, and while opinions are mixed, there is some consensus on who got the better end of the deal: Microsoft. Seems the Street would have much preferred the “boatloads of money” Yahoo CEO Carol Bartz once said she’d demand for a search deal than the “boatloads of value” she claims to have given them this morning. After the jump, a roundup of analysts’ notes issued about the deal.
microsoft_as_yahoo

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Wireless Carriers: Bernstein Sees Potential Disaster Looming

in News on March 5, 2009 at 9:37 am PT

One odd thing about the current state of the wireless phone market is that while demand for handsets seems to be in free fall–Canaccord Adams’s latest forecast, for instance, has 2009 units down 26 percent–the U.S. wireless carriers all seem fairly upbeat on their growth prospects for 2009.