Lehman

Yup, Online Ads Are Coming Back

Peter Kafka in Media on October 12, 2010 at 10:45 am PT

Online ads grew by 13.9 percent in Q2, says an industry trade group. Which is good to know, but we’re just about to start getting Q3 numbers, starting with Google on Thursday.

CBS Tells Ad Networks It’s Going Cold Turkey

Peter Kafka in Media on December 14, 2009 at 3:00 am PT

CBS says it will stop doing business with ad networks, which are ubiquitous on the Web, and will offer access to its audience of 60 million unique visitors solely via its own salesforce. The company is one of a handful of big publishers trying to force buyers to pay more for its stuff. Clever or quixotic?

Disney “Transitioning” Ideal Bite, Its $20 Million “Green” Lifestyle Newsletter

Peter Kafka in Media on October 12, 2009 at 6:27 pm PT

Ideal Bite, the green-flavored lifestyle newsletter business Disney bought in June 2008, faces an uncertain fate: Its parent company is shuttling the unit from one corporate silo to another and says it’s not sure what will become of it once that happens. Translation: The job market is going to see a few more resumes.

Is a Shorter Web Address Worth Big Money? bit.ly Raises $2 Million

Peter Kafka in Media on March 30, 2009 at 11:30 am PT

What’s the value of a service that takes a long Web address and makes it shorter–but doesn’t have a business model? Several million dollars, according to investors who have just sunk $2 million into bit.ly, a start-up incubated by the Betaworks gang.

Voices

Travel Trouble: Expedia's Woes Pressure Orbitz, Priceline

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on October 31, 2008 at 11:34 am PT

In a post-earnings conference call yesterday, Expedia remarked that the soft market they’d been seeing in the U.S. and U.K. ever since Lehman went bankrupt has now extended to “nearly all” geographies and products–including air, hotels and car rentals. Priceline and Orbitz share the same problem–Orbitz to the greatest extent, since its business is primarily focused on air. Travel well.

Voices

Dueling Solar Views: Pricing vs. Market Share

Tiernan Ray, Blogger, Barron's, Tech Trader Daily in News on October 9, 2008 at 12:53 pm PT

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.

Voices

What's Wrong With Photon Dynamics? (Updated)

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on September 10, 2008 at 3:37 pm PT

Something funny is going on today with Photon Dynamics (PHTN). The company, which is an equipment supplier to the flat-panel display business, has an agreement in place to be acquired by Orbotech (ORBK) for $15.60 a share in cash. In fact, on Friday the company announced that its holders had approved the deal. So riddle me this: Why is the stock trading like something about the deal has gone very wrong?

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Google: Lehman Trims Target, Estimates; Also Cuts Estimates on eBay, Amazon, Yahoo (Updated)

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on September 10, 2008 at 1:08 pm PT

Douglas Anmuth, Internet analyst at Lehman, this morning trimmed his price target and EPS estimates for Google (GOOG) to reflect the strengthening of the dollar against the Euro and other currencies. Anmuth trimmed his 2008 EPS estimate to $19.21 from $19.46; for 2009, he goes to $22.41, from $23.52. He cut his price target to $600 from $620. However, Anmuth maintains his Overweight rating on the shares.

Voices

Solar Shares Collapsing; Where's the Bottom?

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on September 9, 2008 at 3:09 pm PT

As far as I can tell, the sun is operating normally. But you might think otherwise judging from this week’s action in solar stocks. The sector, which suffered considerable losses yesterday, today went into freefall, with many names in the sector suffering losses of more than 10 percent. Exactly why investors decided to bail on the stocks today is unclear, but there are a number of factors that appear to be contributing to the current solar scare.