Risk of Supply Shock From AT&T

Another investor question arising from Monday’s megamerger–which plumbers will AT&T go with? Combined, AT&T and Deutsche Telekom’s T-Mobile USA spent roughly $11 billion in 2010 on wireless capital expenditures–that is, the plumbing that keeps their networks flowing freely.

AOL: Does It Have a Second Act? Jefferies Launches With Hold.

Jefferies analyst Youssef Squali late Monday launched coverage of AOL with a Hold rating and $27 price target. He thinks AOL just might be able to pull off a turnaround–but patience will be required.

Google, Amazon Likely to Lead Black Friday's E-Commerce Gains

Black Friday is expected to kick off a more upbeat e-commerce season this year, but heavyweights Amazon.com, Google and eBay are poised to make the biggest holiday gains, analysts said.

IT Spending: Jefferies Sees Signs Of Hope

Is corporate IT spending showing signs of life? Jefferies enterprise software analyst Katherine Egbert thinks so. She issued about a flurry of research notes today, saying various nice things about the improving climate, lifting targets and estimates for an assortment of stocks.

Solarfun Not Having Fun; Jefferies Slashes Estimates

Seems like there’s never any good news from the solar sector. Solarfun Power shares are getting whacked today by a report from Jefferies solar analyst Paul Clegg, who basically points out that the company is suffering from the dual maladies of sagging demand and a weakening balance sheet.