3 posts and columns on SOX

Voices

The Enterprization of Consumer Apps

in Voices on October 31, 2011 at 3:00 pm PT

The classic comedy “Trading Places” explores what happens when people from completely different walks of life switch places. In the technology world, we are witnessing a similar swap.
Nick Mehta headshot

Departing Sun Co-Founder to Employees: “Kick Butt and Have Fun!”

in News on January 26, 2010 at 3:10 pm PT

With European Commission approval of its $7.4 billion buyout by Oracle in hand, Sun’s leadership is saying its goodbyes. Last week, we heard from Sun CEO Jonathan Schwartz, who–as I reported yesterday–will soon resign his position. Today, it’s Sun co-founder Scott McNealy who is bidding farewell. Sources close to the company tell me that he too will leave Sun following the close of Oracle’s $7.4 billion buyout. His all-hands memo to employees after the jump.

Voices

Chips: Inventory Restocking–Or A Real Bottom?

in News on March 17, 2009 at 4:37 pm PT

Chip stocks are suddenly on a ferocious tear: the SMH, the semiconductor HOLDRs, have rallied 16 percent in six days. There’s a spreading view that semiconductor demand may have hit bottom. But not everyone is convinced. Auriga USA analyst Daniel Berenbaum this morning asserted in a research note that “the recent rush to call the bottom in semiconductor stocks is based largely on supply-side data that effectively ignores continued deterioration in demand.” Berenbaum thinks the SOX, the widely tracked semiconductor stock index, will eventually return to its November lows in the 170 range.