Paul Otellini Busts Some Myths About Intel

Think Intel has no real future in the post-PC era? CEO Paul Otellini would like a word with you.
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Earnings Preview: Analysts Say Oracle is #Winning

Despite a recent drop in its share price, analysts expect Oracle to report a strong quarter tomorrow as corporate IT budgets continue to bounce back.
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Tablets For All! (And Especially Apple)

It’s entirely reasonable to think we’re headed into a tablet bubble. Or you could argue that tablets are on their way to becoming a $150 billion market, dominated by Steve Jobs and company.

As Web IPOs Heat Up, Prominent Internet Analyst Khan Jumps From J.P. Morgan to Banking at Credit Suisse

In yet another sign that the Internet market is getting very interesting to Wall Street, well-known analyst Imran Khan is jumping from his perch as managing director at J.P. Morgan to become a banker at Credit Suisse, sources said. In this new role, the high-profile Khan–well known for his reports on digital companies–will be running investment banking for Internet markets, including IPOs and M&A.

Flash Storage Startup Fusion-io Speeds Up Trading At Credit Suisse

Keep a close eye on Fusion-io. Its flash-memory based storage technology is quietly winning lots of business in data centers around the world. I say quietly, because very often the companies using it don’t like to broadcast that fact to the world. One who is willing is Credit Suisse, though it won’t say much.

Kindle Feels iPad’s Heat, Sees E-Reader Lead Going Up in Smoke

When Apple CEO Steve Jobs first announced the company’s new iBookstore and iBooks application for the iPad back in January, he said that while Amazon had done a great job with its Kindle e-book reader, Apple planned to “stand on their shoulders and go a little further.” And while that remark might have seemed like simple Jobsian bravado at the time, these days it’s looking downright prophetic. According to a new survey from ChangeWave, the iPad has doubled its share of the e-reader market since August and is now just 15 percentage points shy of the Kindle.

AT&T Screwed Without iPhone Exclusivity? Don’t Bet on It

AT&T shareholders who are worried about the company’s loss of iPhone exclusivity have little to fear. The Verizon iPhone that’s rumored to be headed to market in the first quarter of 2011 probably won’t hurt AT&T’s business all that much.

MetroPCS: Buy the Stock Before Earnings, Credit Suisse Says

Credit Suisse analyst Jonathan Chaplin advised investors to go long MetroPCS heading into the company’s Q1 earnings announcement on Thursday. He thinks PCS will report stronger than expected results.

Just the Toilet Paper, Mayonnaise and Kindle for You Today, Sir?

Amazon’s Kindle will soon make its brick-and-mortar debut. On Wednesday afternoon, Target said it will begin selling the e-reader this weekend, confirming rumors that have been circulating for a couple weeks.

Apple: Credit Suisse Pounds the Table, Ups Target to $300

Credit Suisse analyst Bill Shope this morning repeated his Outperform rating on Apple, lifting his price target on the shares to $300, from $275.

HP Beats Estimates, Raises Outlook

iPhone 3.0. It’s Finally Here

YouTube: The Money Pit

IBM-Sun Day Monday?