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Daily Archives: February 14, 2007

Coke Still Bubbles (KO)

Posted: February 14, 2007 at 8:48 am

Coke had a good quarter. Revenue rose 7% to $5.93 billion. The WSJ said that investors expected $5.78 billion.The really impressive growth came from overseas Unit case volume was up ...
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The Next Version After Vista: Vienna (MSFT)

Posted: February 14, 2007 at 8:41 am

Word has been circulating for several days that Microsoft (MSFT) is already well along in work on the OS that will come after Vista.Steve Ballmer has promised that future Windows ...
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Full Research Notes (FEB 14, 2007)

Posted: February 14, 2007 at 8:27 am

ACS raised to Outperform at RBC and raised to Neutral at Credit Suisse.ADLR started as Outperform at FBR.AMAT raised to Buy at First Albany.APPB raised to Buy at Jefferies.BSCraised to ...
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Pre-Market Stock Notes (FEB 14, 2007)

Posted: February 14, 2007 at 8:10 am

(ABAX) Abaxis announces distribution agreement with Cardinal Health.(ALTR) Altera guided Q1 sales slightly lower; but $0.30 EPS vs $0.25e.(AMAT) Applied Materials now indicated up almost 5% after beating earnings.(ASML) ASML ...
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Goldman Sachs Analyst Summary (FEB 14, 2007)

Posted: February 14, 2007 at 7:45 am

1-800-FLOWERS.Com (FLWS-NASDAQ) cut to Sell at Goldman Sachs.HSBC (HBC-NYSE/ADR) cut to Sell at Goldman Sachs.VeraSun Energy (VSE-NYSE) cut to Sell at Goldman Sachs.Goldman Sachs raised estimates on Applied Materials (AMAT), ...
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Nvidia’s Bad News (NVDA)

Posted: February 14, 2007 at 7:43 am

Nvidia (NVDA) had a hell of a quarter. Then the CFO said revenue would decline quarter-over-last-quarter.For the quarter ending in January, both earnings and revenue rose. The topline hit $879 ...
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Earlybird Research Notes (FEB 14, 2007)

Posted: February 14, 2007 at 7:35 am

ADLR started as Outperform at FBR.AMAT raised to Buy at First Albany.APPB raised to Buy at Jefferies.BWLD cut to Mkt Perform at Piper Jaffray.CCI raised to Buy at B of ...
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Are Sirius Common Shares Worthless? (Revised)

Posted: February 14, 2007 at 7:10 am

Sirius (SIRI) has about $352 million in cash and $1.1 billion in debt. Over the first nine months of 2006, the company had an operating loss of $831 million on ...
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Europe Markets 2/24/2007 DaimlerChrysler Up Almost 5%

Posted: February 14, 2007 at 6:37 am

Stocks:  (BCS)(BP)(BT)(GSK)(PUK)(RTRSY)(UN)(VOD)(BAY)(DCX)(DB)(DT)(SAP)(SI)(ALU)(AXA)(FTE)(STM)(V)Markets in Europe were slightly higher at 6.40 AM New York times.The FTSE was up .1% to 6,385. Barclays was up .7% to 780.5. BP was up .1% to ...
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Detroit Ostrich Farm: Building What Customers Want?

Posted: February 14, 2007 at 6:20 am

A week ago, the head of car mega-dealer AutoNation, called on Detroit to build cars configured the way that customers want them.  The big dealer's concern is that American car ...
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Is Chrysler Being Repaired Or Sold

Posted: February 14, 2007 at 6:01 am

Reuters says that the German media Handelsblatt and Frankfurter Allgemeine Zeitung are reporting that DaimlerChrysler (DCX) is seriously considering spinning off its troubled Chrysler unit. The report goes so far ...
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Qualcomm’s Dangerous Bet

Posted: February 14, 2007 at 5:40 am

Qualcomm (QCOM) has told the delegates at the huge 3GSM World Congress that the company's legal battle with its largest customer Nokia (NOK) will continue. According to BusinessWeek: "Should Nokia ...
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Suits Against Google News Will Disappear

Posted: February 14, 2007 at 5:29 am

The BusinessWeek headline reads "Belgian Court Deals Google A Bombsheel". Hardly.A court in Belgium has ruled that Google (GOOG) needs to take down news titles and summaries that are covered ...
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Has Sony Won The HD DVD War?

Posted: February 14, 2007 at 5:17 am

Engadget reports that Sony (SNE) is declaring victory in the war between the new Blu-Ray and HD DVD. Sony claims that disk sales for its Blu-Ray platform were 2-to-1 better ...
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Does MSFT Vista Have A Large Security Hole?

Posted: February 14, 2007 at 5:09 am

The Inquirer is reporting the Microsoft (MSFT) Vista has a large security hole in its User Account Control. The problem affects whether the system can download software without storing it ...
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