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Daily Archives: January 21, 2007

Sun Rises, Intel Turns The Tables On AMD

Posted: January 21, 2007 at 10:35 pm

Sun Microsystems (SUNW) is planning to use Intel (INTC) chips in its servers. As if things were not already bad enough for AMD (AMD), which is Sun's exclusive provider now.How ...
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The Shorts Move Out Of Sprint/NexTel

Posted: January 21, 2007 at 6:37 pm

Things don't get much more humiliating for a big public company than when the Wall Street Journal runs a piece that says the firm cannot hire a No.2 executive. SprintNextel ...
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Exxon Mobil Short Interest Drops

Posted: January 21, 2007 at 6:08 pm

January short interest in Exxon Mobil (XOM) dropped over 8 million shares in January to 50 million. Intuition might say it should go the other way. With the price of ...
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What Happened To PayPal’s Traffic?

Posted: January 21, 2007 at 5:48 pm

Maybe it is a coincidence. Google recently started to offer a $10 credit to e-commerce customers who use its CheckOut product. For a few days Google (GOOG) even highlighted the ...
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Are Broadcom and Marvell Better Off Together?

Posted: January 21, 2007 at 3:47 pm

Broadcom's (BRCM) stock dropped some when analysts speculated that it might not make components for the Apple iPhone (AAPL). Another tech company, Marvell Technology (MRVL) went up on rumors that ...
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The Shorts Beat On Telecom Dog Qwest

Posted: January 21, 2007 at 1:03 pm

Qwest (Q) is to small, took sickly, to compete. It does not have the emerging high-speed infrastructure of its larger brothers AT&T (T) and Verizon (VZ). Nor does it have ...
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Short Sellers Signal Concerns About Ford (F)

Posted: January 21, 2007 at 12:44 pm

Short interest in Ford Motor (F) was already extraordinarily high in December, but this month it rose over 30 million shares to sit at 175 million. The figure stands in ...
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Barron’ Digest January 21, 2007 Issue

Posted: January 21, 2007 at 12:11 pm

Symantec (SYMC) has not been able to prove that its takeover of Veritas Software was a good deal. The company missed forecasts in the last quarter and will likley come ...
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7 Highly Entrenched CEO’s (Part 1)

Posted: January 21, 2007 at 9:00 am

Stock Tickers: DELL, CSCO, IACI, FO, VIA, CBS, CMCSA, CMCSK, NWSThis story is re-run from yesterday morning for those who missed it on RSS or already deleted.This week I composed ...
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Steve Jobs Is Replaced By Accountants

Posted: January 21, 2007 at 8:12 am

Apple (AAPL) has apparently pointed a finger at inside attorneys as the fellows who did most of the options backdating work that is now under investigation. But, the company may ...
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