Thomas Weisel Partners

Another Holiday Blowout for Apple?

John Paczkowski in Mobile on December 28, 2009 at 5:15 am PT

“We’re thrilled to report our best quarter ever.” Apple CEO Steve Jobs has uttered those words or some variation of them after many of the company’s holiday quarters. This year will be no different if analysts are to be believed.

Eight Percent Decline in Apple Shares Best Ignored

John Paczkowski in News on December 9, 2009 at 4:30 am PT

On Nov. 16, Apple shares hit a 52-week high of $208.70. Two weeks later and they’re trading under $190. That’s an unsettling eight percent decline. But according to Piper Jaffray analyst Gene Munster, it’s no cause for concern.

Apple Dreaming of a Federal Reserve Green Christmas

John Paczkowski in News on November 30, 2009 at 7:04 am PT

Expectations for Apple are running high following its record September quarter and the company is well-poised to meet them, if Black Friday sales are any indication. Thomas Weisel Partners visited 41 Apple retail locations in the United States, Canada and the U.K. over the weekend and was impressed by what it saw: “robust sales driven by sustained brand strength, rising demand for app-ready iPod touches and a positive-mix in Macs driven by Black Friday discounting.”

Would Oracle Ever Abandon Its Bid for Sun?

John Paczkowski in News on November 9, 2009 at 12:22 pm PT

Is there any possibility that Oracle would abandon its bid for Sun? And if Oracle were to walk away, what would happen to Sun? Thomas Weisel Partners analyst Doug Reid weighs both of these questions in a note to investors today, and his answers are worth considering in light of reports that the European Commission may object to the deal.

Palm Investors: All Hail Jon Rubinstein

John Paczkowski in News on June 11, 2009 at 11:10 am PT

Jon Rubinstein’s appointment as Palm CEO was well received by investors. Clearly, the Pre father’s background at Apple and his recent efforts to rebuild Palm around a new and competitive operating system–the OS the company should have had two years ago–have convinced Wall Street that he’s the guy to bring back the company’s long-lost edge.

Energy Conversion Devices: Big Customer In Cash Crunch

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on May 7, 2009 at 12:05 pm PT

Trouble is brewing for Energy Conversion Devices. Yesterday, the company noted in a press release that one of its largest customers, London-listed Solar Integrated Technologies has discontinued discussions with a commercial lender on a new line of credit, and extended its current loan agreement with a unit of General Electric until July 3.

The Next Target for Google: Corporate IT Budgets

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on March 20, 2009 at 4:15 pm PT

There’s an old debate in the Valley about whether Google is really a media company or a technology company. In a sense, it is a silly debate, which is mostly a matter of semantics. A better question is this: Now that Google has become one of the world’s largest media companies, at least as measured by advertising dollars, what does it do next?

Oracle: Weisel Cuts Estimates, Target; Earnings Wednesday

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on March 16, 2009 at 10:05 am PT

Thomas Weisel Partners analyst Tim Klasell this morning trimmed his EPS estimates and price target for Oracle ahead of the company’s earnings report for the fiscal third quarter ended February, which is due on Wednesday afternoon.

SunPower: Three Analysts Slash ’09 Estimates; Earnings Thursday

Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily in News on January 27, 2009 at 10:54 am PT

With SunPower set to report earnings on Thursday after the close, solar analysts have taken a fresh look at the company this morning–and at least three of them did not like what they saw. Analysts at Friedman Billings Ramsey, Thomas Weisel Partners and Pacific Crest all had words of warning this morning for investors in the stock, sharply reducing their forecasts for 2009.

Oracle Layoffs: Hundreds, Not Thousands

John Paczkowski in News on January 12, 2009 at 11:31 am PT

Oracle has apparently ushered in the new year with a bit of a bloodletting. Thomas Weisel Partners analyst Tim Klasell says the company recently sacked some employees in sales and marketing. The Times of India reports that 40 workers were just let go at the company’s Bangalore offices. And quite a few more may be joining them soon–but not the rumored 8,000.