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Daily Archives: March 15, 2007

Cisco Buys Webex, But Does The Software Work?

Posted: March 15, 2007 at 11:07 am

The news is already everywhere that Cisco (CSCO) is buying web videoconferencing company Webex (WEBX) for $3.2 billion. Webex shares are up 22% to  $56.50 on the news.But, how good ...
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Market_crash

Attention Web 2.0 Start-Ups: Party May Be Ending

Posted: March 15, 2007 at 10:55 am

From Internet Outsider Who says Wall Street firms are always bullish?  According to Reuters, Merrill Lynch published a report today suggesting that housing market woes could drag the economy into ...
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Puppet

Viacom vs. Google: Who’s The Daddy?

Posted: March 15, 2007 at 10:52 am

From Internet Outsider The key question in the Viacom v. GooTube war is who-needs-whom more?  The best way to answer this question is to study the percentage of "views" on ...
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Fight

Will the “Value Effect” and “Size Effect” Persist? Do They Even Exist?

Posted: March 15, 2007 at 10:50 am

From Investment IntelligencerIn my "dumbest column of the year" post, I suggested that DFA and other smart investors have capitalized on the "value effect" to design better passive funds.  Astute ...
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Bsc315

BSC Historical Earnings

Posted: March 15, 2007 at 10:48 am

From Ticker SenseBear Stearns (BSC) beat earnings estimates yet again.  They did, however, only beat by 2 cents per share, which is the smallest spread since their 1-cent beat in ...
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In Search of a Multiple – Amgen

Posted: March 15, 2007 at 10:21 am

Amgen is definitely seeing hard times lately, as they have been a fixture of the 52-week low club for a couple of weeks now.  For those who don’t regularly follow ...
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Cisco’s Great Acquisition of WebEx Targets Microsoft & Others

Posted: March 15, 2007 at 8:58 am

Cisco (CSCO-NASDAQ) and WebEx (WEBX-NASDAQ) have announced a definitive agreement for Cisco to acquire WebEx to broaden out Cisco's collaboration and video/audio communication applications for business.  This will extend Cisco's ...
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BigBand Networks Premium IPO Pricing (BBND)

Posted: March 15, 2007 at 8:24 am

BigBand Networks (BBND-NASDAQ) ignored the concerns of the IPO markets and isn't pricing as though there is a lot of concern in the market today.  Last night BigBand priced 10.7 ...
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What Subprime Mess?

Posted: March 15, 2007 at 8:05 am

Sometimes it is quite amazing how fast the tide can turn.  Just two days ago everyone was still looking for subprime mortgage and any lender or financial institution that had ...
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OPEC: Oil Demand Is Going Up, Or Is That Down?

Posted: March 15, 2007 at 7:30 am

OPEC's forecast for oil demand in the coming year is a great "one the one hand, but on the other hand" exercises in analsys.According to Reuters: "demand for its crude ...
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Pre-Market Stock News (MAR 15, 2007)

Posted: March 15, 2007 at 7:12 am

(AEG) AEGON NV is paying 100 million Euro to acquire OPTAS NV, a Dutch life insurer. (AGII) Argonaut is acquiring PXRE Group (PXT) and will be the 73% owner of ...
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February Site Visitors Show Weakness For Some Search And Newspapers

Posted: March 15, 2007 at 6:51 am

Feb-07 Total Internet : Total Audience 64.21Yahoo! Sites28.62FACEBOOK.COM23.63Microsoft Sites21.84Time Warner Network19.45Weatherbug Property17.76Google Sites17.77Fox Interactive Media16.98Comcast Corporation16.99EA Online13.610Earthlink12.111CRAIGSLIST.ORG7.312eBay7.213ESPN7.114Bank of America6.815Cox Enterprises Inc.6.616Wells Fargo6.517AT&T, Inc.6.218United Online, Inc5.519Ask Network5.220Internet Broadcasting Systems5.221Dell5.022Washington Mutual5.023Verizon Communications ...
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Intercontinental Exchange Confirms Rival CBOT Offer Over CME Offer

Posted: March 15, 2007 at 6:48 am

There is now confirmation from the Intercontinental Exchange (ICE-NYSE) that it is indeed making a rival Offer for the Chicago Board of Trade (BOT-NYSE).  CNBC's David Faber first reported that ...
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Motorola News Bad For Chip Companies

Posted: March 15, 2007 at 6:32 am

Merrill Lynch thinks that Motorola (MOT) is not selling as many of its new RIZR phones as Wall St. would like. And, sales of its older RAZR seem to be ...
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ICE Tries to Break Up the CME/CBOT Merger (ICE, CME, BOT)

Posted: March 15, 2007 at 6:30 am

CNBC’s David Faber just announced a new twist to mergers among the exchanges.  Faber is reporting that the Intercontinental Exchange (ICE-NYSE) is making a rival offer of 1.42 shares for ...
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