9 posts and columns on Jeffries

Voices

Investors Spooked by China

in News on October 2, 2011 at 8:15 am PT

Investors dumped the stocks of some of China’s biggest Internet companies, as scandals with some smaller Chinese firms have shaken Wall Street’s confidence in the country’s businesses.

First Day PlayBook Sales: Is 50,000 Too Big a Number?

in News on April 22, 2011 at 4:30 am PT

The launch of Research in Motion’s BlackBerry PlayBook earlier this week may not have been quite the spectacle for which the company had hoped, but first day sales appear to have been respectable, just the same.

Gloom, Doom Loom for Motorola Xoom?

in Mobile on April 6, 2011 at 10:50 am PT

When it debuted in February, Motorola’s Xoom was widely described as the first comparable competitor to Apple’s iPad. And while it may be that, it’s not proving much of a rival in the market.

IPhone 5: LTE? NFC? Natural Language Voice Interface?

in Mobile on April 1, 2011 at 4:32 am PT

With the unveiling of the next iteration of the iPhone likely postponed until after WWDC, speculation has begun in earnest about what sort of enhancements Apple’s building into it.

Voices

Netflix: Upgrade-Palooza!

in News on January 28, 2010 at 1:30 pm PT

Netflix shares are skyrocketing today, after the company late yesterday posted strong Q4 results, with better expected forward guidance. The upside surprise has triggered a mass re-rating of the stock by the Street, triggering at least five analyst upgrades, plus a host of other estimate and price target revisions.

My Bing-a-Ling

in News on May 26, 2009 at 11:51 am PT

What’s in a name? Apparently, the answer to Microsoft’s many search problems. As we previously reported, the software behemoth plans to debut its new search service at our D: All Things Digital conference later this week, and when it does it may have a new name. Reports claim that Microsoft Live Search, once known as Windows Live Search, and prior to that as MSN Search, will henceforth be known as… Bing.
dingaling

IBM to Buy Red Hat…Someday…Maybe

in News on May 15, 2009 at 11:00 am PT

Red Hat is destined to be acquired, most likely by IBM–according to Jefferies analyst Katherine Egbert, anyway. Noting that Oracle’s acquisition of Sun Microsystems is bad news for Red Hat, Egbert says the open-source outfit is going to need a partner sooner or later and that IBM may well volunteer for the position.
ibm_redhat

Voices

Savvis: Jefferies Downgrades to Hold; Sees Rising Capex

in News on September 23, 2008 at 6:37 am PT

Jefferies analyst Jonathan Schildkraut this morning cut his rating on Savvis (SVVS) to Hold from Buy, citing “decreasing visibility and a belief the company will need to spend more in capex.” He notes that since the Web-hosting company reported Q2 results, its shares have appreciated 8 percent in period in which its peers have fallen by an average 14 percent.

Voices

Nortel: "We're Giving Up," Says Jefferies; Cuts Rating

in News on August 4, 2008 at 2:30 pm PT

Nortel Networks (NT) shares are trading lower today after Jefferies analyst George Notter cut his rating on the stock to Hold from Buy. In a research report entitled “We’re Giving Up,” Notter writes that he is “increasingly concerned about the company’s ability to hit expectations and drive margin expansion in the face of an eroding CDMA revenue stream.”