7 posts and columns on Doug Reid

Analyst Invites You to a Good, Old-Fashioned PlayBook Burning

in Mobile on March 24, 2011 at 3:34 am PT

Now that Research in Motion has told us how much we’ll have to pay for a BlackBerry PlayBook tablet and when we’ll be able to do so, it’s got to convince us why we should bother. And that may prove more difficult than imagined, buzz around Motorola’s Xoom being what it is and demand for the iPad 2 being what it is; consumers are still queuing up to buy the latest iteration of Apple’s tablet, and ship times for purchases made online are hovering at 4-5 weeks.

Another Holiday Blowout for Apple?

in Mobile on December 28, 2009 at 5:15 am PT

“We’re thrilled to report our best quarter ever.” Apple CEO Steve Jobs has uttered those words or some variation of them after many of the company’s holiday quarters. This year will be no different if analysts are to be believed.
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Cray: DARPA Concern Overblown

in News on December 21, 2009 at 1:45 pm PT

Shares of Cray continue to trade down today as they have for the last month or so, prompting a note from Thomas Weisel analyst Doug Reid this morning reiterating his “Overweight” rating on the shares.

Apple Dreaming of a Federal Reserve Green Christmas

in News on November 30, 2009 at 7:04 am PT

Expectations for Apple are running high following its record September quarter and the company is well-poised to meet them, if Black Friday sales are any indication. Thomas Weisel Partners visited 41 Apple retail locations in the United States, Canada and the U.K. over the weekend and was impressed by what it saw: “robust sales driven by sustained brand strength, rising demand for app-ready iPod touches and a positive-mix in Macs driven by Black Friday discounting.”
santajobs_whip

Would Oracle Ever Abandon Its Bid for Sun?

in News on November 9, 2009 at 12:22 pm PT

Is there any possibility that Oracle would abandon its bid for Sun? And if Oracle were to walk away, what would happen to Sun? Thomas Weisel Partners analyst Doug Reid weighs both of these questions in a note to investors today, and his answers are worth considering in light of reports that the European Commission may object to the deal.
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Can Apple Shares Keep Defying Gravity?

in News on September 28, 2009 at 11:38 am PT

Since the beginning of the year, Apple shares have more than doubled from $90.75 on Jan. 2 to almost $186 today. Google has done about half that performance, while Microsoft has done one-third. But that’s apparently not enough, according to Thomas Weisel analyst Doug Reid, who has raised his price target on Apple to $210 from $180. BoomTown is getting dizzy.
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Dell: Weisel Sees Bad Omens in Weekend Store Checks

in News on December 1, 2008 at 1:02 pm PT

Dell shares are down today after a disappointing Black Friday weekend at Best Buy stores. A survey of 35 PC experts indicates that salespeople prefer HP to Dell by a margin of 5 to 1, and that Dell is the only brand at Best Buy with negative comments–pointing to potential quality issues.