10 posts and columns on Trip Chowdhry

Apple TV? Think Bose VideoWave, Only More Apple-ish.

in News on October 25, 2011 at 3:35 am PT

What might an Apple HDTV look like? A souped-up Bose VideoWave?
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Apple: Will Steve Ballmer Show Up at the WWDC Keynote?

in News on May 27, 2010 at 5:00 am PT

So, maybe there could be a surprise or two at the Apple Worldwide Developers Conference, after all. Trip Chowdhry, an analyst with tiny Global Equities Research, contends that 7 minutes of the June 7 keynote by Apple CEO Steve Jobs has been blocked off for a presentation by Microsoft to talk about Visual Studio 2010, the company’s suite of development tools.

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Motorola: Two New Phones at CES?

in News on December 29, 2009 at 3:39 pm PT

Motorola may be planning to announce a pair of new phones at next week’s Consumer Electronics Show in Las Vegas, according to Global Equities Research analyst Trip Chowdhry.

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Oracle May Spin MySQL to Win EU Okay for Sun Deal, Analyst Says

in News on September 15, 2009 at 4:45 am PT

In order to win European Union regulatory approval for the pending acquisition of Sun Microsystems, Oracle may need to spin-off or sell Sun’s MySQL open-source database business, according to analyst Trip Chowdhry, of Global Equities Research.

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Apple to Offer $899 Tablet With OLED Screen?

in News on August 12, 2009 at 4:11 pm PT

The rumors of the much-anticipated, yet-to-be-confirmed Apple tablet continued to pile up. The latest version comes from that old rumormonger, Trip Chowdhry, proprietor of the boutique research firm Global Equities Research. Once a month or so, Chowdhry publishes Silicon Scorp, a roundup of chatter he’s hearing around the Valley.

Palm Investors: All Hail Jon Rubinstein

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.
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Morgan Stanley Upgrades Apple to King of Mobile Internet

in News on May 26, 2009 at 9:11 am PT

Apple has $29 billion in cash, no debt, a 36 percent gross margin, and it’s on the cusp of another iPhone ugrade cycle. Little wonder, then, that analysts are raising their target prices on the company’s stock. Among those doing so today: Morgan Stanley’s Kathryn Huberty, who says “Apple is emerging as the clear leader in the battle over the mobile Internet.”
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Coming to the Valley: A Four-Day Work Week?

in News on December 18, 2008 at 9:05 am PT

Global Equities’ Trip Chowdhry thinks so. His theory is that companies trying to hold onto talent while waiting out the recession will do so by shifting to a four-day week. Workers’ salaries would be reduced by 20 percent, but so would their commuting time. Totally worth it, right? Here’s the kicker, though: Chowdhry also contends that widespread 20 percent salary cuts means real estate prices in the Bay Area will be forced down from “artificially inflated prices.” Where do I sign up?

Research in Slow Motion

in News on December 3, 2008 at 11:00 am PT

New From Google Labs: Google Layoffs?

in News on December 2, 2008 at 4:37 pm PT

If Global Equities Research analyst Trip Chowdhry is right, Google’s latest 10-Q is more prophecy than financial guidance, more foreknowledge than forecasting. In a dismal research note issued this week, Chowdhry suggests Google is headed for a two-year revenue contraction, one that could force the company to sack as much as 15 percent of its staff.