Cray: DARPA Concern Overblown

Shares of Cray continue to trade down today as they have for the last month or so, prompting a note from Thomas Weisel analyst Doug Reid this morning reiterating his “Overweight” rating on the shares.

Can Apple Shares Keep Defying Gravity?

Since the beginning of the year, Apple shares have more than doubled from $90.75 on Jan. 2 to almost $186 today. Google has done about half that performance, while Microsoft has done one-third. But that’s apparently not enough, according to Thomas Weisel analyst Doug Reid, who has raised his price target on Apple to $210 from $180. BoomTown is getting dizzy.
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PCS: Buckling Under the Weight of Sprint, Verizon

The cut-rate prepaid cellular market, though representing fully a third of the growth in wireless in the U.S., is not always a comfortable place to be, as evidenced by the results today from Metro PCS, the discount prepaid cellular operator whose stock was cut by a third after disappointing Q2 earnings.

Solar: Street Feeling Upbeat After Intersolar Conference

It’s a nice day for the solar sector, which is getting a boost from a flurry of analyst comments following the recently completed Intersolar trade show in Munich. “By the end of Intersolar, we sensed growing, albeit cautious optimism,” Cowen’s Robert Stone writes in a research note this morning.

A Software IPO! SolarWinds Prices At $12.50 a Share

Wow, an actual, honest-to-goodness, venture-backed software IPO. We’re getting one today.

Google: Weisel Sees Search Momentum Holding Up

Citing ComScore data from last night’s search engine results for November, Thomas Weisel analyst Christa Quarles concludes that “Google continues to gain audience market share from its competitors and dominates the rankings globally while both Yahoo! and Microsoft continue on a downward trend.”

Yahoo: Weisel Sees Catalysts, but Chops Numbers on Declining Display Ads

In a report today, while chopping estimates slightly for Yahoo, Thomas Weisel analyst Christa Quarles takes a look at “2009 Potential Catalysts” for Yahoo shares–revolving, of course, around the matter of a potential deal to sell Yahoo assets to Microsoft.

Dell: Weisel Sees Bad Omens in Weekend Store Checks

Dell shares are down today after a disappointing Black Friday weekend at Best Buy stores. A survey of 35 PC experts indicates that salespeople prefer HP to Dell by a margin of 5 to 1, and that Dell is the only brand at Best Buy with negative comments–pointing to potential quality issues.