HP-Palm: The Analysts Weigh In

Now that they’ve had some time to digest the news of Hewlett-Packard’s acquisition of Palm, analysts are weighing in on the deal. More than 30 of them issued notes on the subject this morning, and they were largely positive. Consensus seems to be that while the deal seems expensive given Palm’s dire straits, it’s a wise move for HP, one that could make the company a player in the mobile devices market and strengthen its long-term positioning.

Report: Solar Stocks' Aggressive Accounting Raises Red Flags

The solar technology industry may report a stronger-than-expected third quarter but could face disappointment in subsequent quarters, warns Hapoalim Securities analyst Gordon Johnson in a note to clients today. Johnson says that his checks suggest demand for photovoltaic modules in Germany has been better than expected, raising the prospect that solar tech makers could demonstrate better sales growth and margins than expiated when they report the September quarter.

Dueling Solar Views: Pricing vs. Market Share

Today’s dispatches from the land of the sun reflect caution and opportunity as regards the solar energy technology business. Analyst Gordon L. Johnson with Hapoalim Securities writes in an initiation-of-coverage report on the solar stocks that the credit crunch could hurt solar panel demand because installation of panels is funded up to 70 percent by debt.