2 posts and columns on research notes

Palm Running Out of Time–Again

in News on March 19, 2010 at 7:14 am PT

Remarking on Palm’s gruesome third quarter during an earnings call yesterday, CEO Jon Rubinstein called the company’s performance “extremely disappointing to me personally.” This sentiment seems to be widely held among investors, who are dragging the company’s shares through the mud today, and analysts questioning whether Palm can ever pull off the turnaround for which it’s striving.

Voices

Amazon: Fretting Over Margins

in News on January 13, 2009 at 11:40 am PT

The Street is suddenly concerned about pressure on gross margins at Amazon.com. The issue came up in two Street research notes this morning; while in the real world it takes three data points to declare a trend, I’ll settle for two.