Sanford C. Bernstein

LTE iPhone Could Bring Sprint “To Its Knees”

John Paczkowski in Mobile on March 19 at 4:50 pm PT

Sprint has made a big bet on the iPhone. And if it doesn’t pull it off, things could get ugly.

Apple’s Tablet: MacBook Airbus?

John Paczkowski in Mobile on January 22, 2010 at 5:00 am PT

If the bandwidth-guzzling iPhone is truly the “Hummer of cellphones,” as the New York Times dubbed it last year, you might figure that Apple’s coming tablet will swill data like an Airbus. That might be true eventually, but initially, analysts say, the tablet is not likely to put much strain on the mobile broadband infrastructure of whatever carrier it ends up with, whether Verizon or AT&T.

Voices

Mainframes Remain Lucrative Business for IBM

William M. Bulkeley and Keith J. Winstein, Reporters, The Wall Street Journal in News on October 9, 2009 at 11:44 am PT

A mainframe computer may seem as out-of-date as a typewriter in the age of Google and iPhones. But the half-century-old business is still crucial and lucrative enough to be drawing scrutiny from U.S. antitrust investigators. International Business Machines Corp. is now almost alone in the market for mainframes: high-end computers that run everything from Amtrak’s reservation system to benefits payments for the Social Security Administration.

Investors to Sun: We've Got Another Place for You to Put the Dot You Put in Dot-com

John Paczkowski in News on April 7, 2009 at 10:28 am PT

The market today continues to have its say on Sun’s rejection of IBM’s acquisition offer. The consensus: IBM threw Sun a rope and the company used it to make a noose. Shares of Sun–which fell nearly 27 percent Monday following the collapse this weekend of merger talks with IBM–are slipping again today on fears that the company has bollixed up what may have been its only chance at salvation.

Investors to Sun: We’ve Got Another Place for You to Put the Dot You Put in Dot-com

John Paczkowski in News on April 7, 2009 at 10:28 am PT

The market today continues to have its say on Sun’s rejection of IBM’s acquisition offer. The consensus: IBM threw Sun a rope and the company used it to make a noose. Shares of Sun–which fell nearly 27 percent Monday following the collapse this weekend of merger talks with IBM–are slipping again today on fears that the company has bollixed up what may have been its only chance at salvation.

The Omega Men of the Internet?

Kara Swisher in News on June 4, 2008 at 5:00 am PT

BoomTown hates to miss any possible opportunity to reference a Charlton Heston movie and, thus, was struck by a report by a Wall Street analyst that Google and Amazon will be the sole survivors of the most recent digital age. Sanford C. Bernstein analyst Jeffrey Lindsay said as much in a 310-page report, “U.S. Internet: The End of the Beginning” he penned, noting that only the search giant and the e-commerce pioneer had legs.