Arik Hesseldahl in News on September 22, 2011 at 9:59 am PT
Analysts covering HP all seem united in their approval of its apparent move to oust CEO Léo Apotheker. They’re a lot less enthusiastic about his replacement.
Arik Hesseldahl in Enterprise on March 17, 2011 at 12:09 pm PT
Assessments of the disruptions that companies around the world are expecting as a result of the earthquake in Japan are still emerging nearly a week after the initial event. One thing that’s clear is that some companies will be worse off than others.
Voices
Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on April 8, 2010 at 11:30 pm PT
It may be hard to imagine given how much attention the market pays to the mobile phone market, but the subscriber growth rate in the U.S. wireless industry is rapidly grinding towards zero.
Collins Stewart telecom analyst Greg Miller this morning noted that the industry “continues to slow at a surprisingly fast rate.”
Voices
Tiernan Ray, Blogger, Barron's, Tech Trader Daily in News on October 5, 2009 at 1:42 pm PT
Collins Stewart analyst Thomas Eagan thinks you may be swapping your Comcast shares for Time Warner Cable sometime soon.
In a note to clients this morning, Eagan writes that investors may rotate out of Comcast if the company decides to invest $12 billion to $14 billion for a stake in GE’s NBC-Universal, as rumored.
Voices
Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on August 13, 2009 at 1:43 pm PT
The best days for the Palm Pre may already have past. That was the implication of the Sell call on the stock this morning from Morgan Joseph – and the same theme can be found in a similarly bearish note this morning from Collins Stewart analyst Ashok Kumar.
John Paczkowski in News on July 14, 2009 at 1:33 pm PT
If Intel’s latest earnings are truly an indication of how the tech industry is holding up in the econalypse, then the tech industry isn’t doing too badly (though, obviously, it has seen better days). After market close Tuesday, the chip behemoth posted second-quarter results far in excess of expectations.
John Paczkowski in News on July 14, 2009 at 1:33 pm PT
If Intel’s latest earnings are truly an indication of how the tech industry is holding up in the econalypse, then the tech industry isn’t doing too badly (though, obviously, it has seen better days). After market close Tuesday, the chip behemoth posted second-quarter results far in excess of expectations.
John Paczkowski in News on June 16, 2009 at 10:00 am PT
On stage at our
All Things Digital conference last month, Yahoo CEO Carol Bartz said that a search deal with Microsoft would require a “boatload of money,” and an outright acquisition even more. It doesn’t require a great feat of augury to see that an agreement between the two–at least at this time–isn’t that likely, as a number of analysts have recently noted.
Voices
Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on June 3, 2009 at 1:21 pm PT
Collins Stewart analyst Ashok Kumar this morning upped his rating on Apple to Buy from Hold, setting a $170 price target.
Kumar contends that Apple will gain share in the smart phone segment from both Research In Motion and Microsof Windows Mobile. He also writes that Google Android is “positioned to be a winner” in the sector.
