Stifel Nicolaus

Will the Turnaround at Cisco Systems Stick?

Arik Hesseldahl in News on February 8 at 6:25 am PT

Is the restructuring by CEO John Chambers at Cisco Systems taking hold? Today’s earnings announcement should tell the tale.

Where’s the Fire? Kindle Sales Pushing Six Million for the Quarter.

John Paczkowski in News on January 30 at 3:23 am PT

Has anyone seen one of Amazon’s new Kindle Fires in the wild? I haven’t. But evidently they’re everywhere.

Having Shed Many Extra Pounds, Is Cisco Getting Back in Shape?

Arik Hesseldahl in Enterprise on November 9, 2011 at 12:03 pm PT

Having worked off a few of those extra few inches around its waist, is Cisco Systems about to report quarterly results that would indicate the turnaround it has been promising? One analyst says maybe.

Cisco Shares Climb as Analysts Give a Tentative Thumbs Up

Arik Hesseldahl in News on September 14, 2011 at 9:50 am PT

Analysts are giving a cautious stamp of approval after Cisco Systems reset its growth expectations for the next three years. They also seem to like how Cisco has picked a fight with Juniper.

The Bull Case for Demand Media–And Why Wall Street May Not Buy It

Peter Kafka in Media on April 29, 2011 at 11:25 am PT

Demand Media says reactions to Google’s algorithm changes have been overblown, and at least one Wall Street analyst believes it. But what if Google’s not done making changes?

Analyst Invites You to a Good, Old-Fashioned PlayBook Burning

John Paczkowski in Mobile on March 24, 2011 at 3:34 am PT

Now that Research in Motion has told us how much we’ll have to pay for a BlackBerry PlayBook tablet and when we’ll be able to do so, it’s got to convince us why we should bother. And that may prove more difficult than imagined, buzz around Motorola’s Xoom being what it is and demand for the iPad 2 being what it is; consumers are still queuing up to buy the latest iteration of Apple’s tablet, and ship times for purchases made online are hovering at 4-5 weeks.

The Daily Is Doomed! the Daily Is a Hit!

Peter Kafka in Media on February 2, 2011 at 3:30 am PT

Rupert Murdoch’s iPad newspaper doesn’t make its official debut for a few hours, but that isn’t stopping people from handicapping its chances. Here’s the bull and bear take, helpfully provided by the same Wall Street analyst.

Voices

Apple: As Regulators Poke Around, Should Investors Be Worried?

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on June 11, 2010 at 1:07 pm PT

Apple has attracted attention from regulators over a couple of recent moves which negatively affect the businesses of various competitors. This week, Google complained that Apple’s new rules on sharing iPhone and iPad user data with advertisers unfairly advantages the company’s own iAd service over rivals like Google’s AdMob–and the government is reportedly looking into the issue.

Voices

SanDisk: Stifel Sees Upside, Auriga Reiterates "Sell"

Tiernan Ray, Blogger, Barron's, Tech Trader Daily in News on July 21, 2009 at 5:03 pm PT

Strength in the NAND flash memory chip market, and from Apple’s iPhone in particular, should help SanDisk beat expectations when it reports Q2 earnings when it reports tomorrow, according to a note today from Stifel Nicolaus analyst Patrick Ho.

Yahoo Shares Leap on Talks News. Microsoft? Not So Much.

Kara Swisher in News on April 13, 2009 at 1:06 pm PT

Yahoo shares leapt on the news, broken in this column Friday and confirmed by others later, that its CEO, Carol Bartz, was in discussions with Microsoft CEO Steve Ballmer about a possible commercial advertising and search partnership. Yahoo’s stock rose 7.05 percent, or 95 cents a share, to close at $14.42. In honor of that, Yahoos today must be going to the Internet giant’s homepage and clicking on its famed exclamation point, which causes the page to, well, sound off with a hillbilly Yahoooooooooo!