Daily Archives: November 7, 2007

“Made In China ” Gets A Lot Worse, Cheap Gets Expensive

Posted: November 7, 2007 at 7:54 pm

"More than four million Chinese-made toys sold in the U.S. as Aqua Dots are being recalled after reports that children became seriously ill after swallowing beads containing a chemical that ...
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Netease.com, Not All Chinese Web Stocks Created Equal (NTES)

Posted: November 7, 2007 at 6:54 pm

Just when you think that all Chinese Internet and communications stocks only go up, you get to see Netease.com, Inc. (NASDAQ:NTES) fall by more than 10% after an earnings report. ...
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Cisco Systems Analyst Q&A Session With Chambers (CSCO)

Posted: November 7, 2007 at 6:13 pm

Q&A SESSION for Cisco Systems (NASDAQ:CSCO) (once again contextual rather than verbatim):Our earnings summary is here.If you want Chambers conference call notes before Q&A they are here.GOLDMAN SACHS (Brant Thompson?)... ...
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Morgan Stanley (MS) Says Write-Offs Are Huge

Posted: November 7, 2007 at 6:04 pm

Morgan Stanley sees $6 billion in potential losses from subprime. The company said it held $12.3 billion in Q3 U.S. subprime exposure, according to MarketWatch.Douglas A. McIntyre ...
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The 52-Week Low Club (C)(MS)(MER)(WM)

Posted: November 7, 2007 at 5:36 pm

Washington Mutual (WM) Mortgage company in bad environment. Down to $19.72 from 52-week high of $46.38.Capital One Financial (COF) Big financial loss. Down to $50.05 from 52-week high of $83.84. ...
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AIG (AIG): Tough Quarter

Posted: November 7, 2007 at 5:07 pm

American International Group. (AIG) today reported that its net income for the third quarter of 2007 was $3.09 billion or $1.19 per diluted share, compared to $4.22 billion or $1.61 ...
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John Chambers Conference Call Commentary (CSCO)

Posted: November 7, 2007 at 4:59 pm

The following commentary is what we took out of context rather than verbatim. The following comments were all given by Cisco Systems' (NASDAQ:CSCO) Chairman & CEO John Chambers, and we ...
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First Solar Rides Cosmic Rays (FSLR)

Posted: November 7, 2007 at 4:36 pm

First Solar (NASDAQ:FSLR) is trading so well after-earnings that it might be thought of as "First Stellar." The solar company posted net income of $46.0 million, or $0.58 EPS after ...
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Advertising And “Simpsons” Help News Corp (NWS)

Posted: November 7, 2007 at 4:15 pm

News Corp (NWS) reported first quarter consolidated operating income of $1.05 billion, up 23% as compared to the $851 million reported a year ago, primarily as a result of double-digit ...
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Cisco Beats Again, On a Confusing Report (CSCO)

Posted: November 7, 2007 at 4:15 pm

John Chambers & Co., A.K.A. Cisco Sytems (NASDAQ:CSCO), has just posted earnings. The networking and data communications giant posted revenues of $9.6 Billion, and non-Gaap earnings of $2.5 Billion. Non-GAAP ...
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Cisco Likely Headed Over $35 Or Back Under $32 (CSCO)

Posted: November 7, 2007 at 12:31 pm

Tonight is the Cisco Systems (NASDAQ:CSCO) much awaited earnings conference call, and this will likely set the tone for tech stocks. Estimates from First Call are still $0.36 EPS on ...
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Lazard Defending Fuel-Tech (FTEK)

Posted: November 7, 2007 at 11:56 am

Fuel-Tech (NASDAQ:FTEK) is being defended by Lazard Capital after the net earnings miss yesterday. Analyst Sanjay Shrestha, Managing Director & Senior Analyst, Alternative Energy & Industrials, maintained a BUY rating ...
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A Conversation With FT.com Chief Ien Cheng

Posted: November 7, 2007 at 10:44 am

Those who believe that the newspaper industry is going the way of the Dodo and buggy whip and can't conceive that enhanced online versions of papers can ever do especially ...
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The Market Loses Faith In Yahoo! (YHOO)

Posted: November 7, 2007 at 10:05 am

The big rally in Yahoo! (YHOO) did not last long. Modest earnings and excitement about its 40% stake in Alibaba took the shares from $26.55 in mid-October to $33.99 at ...
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Geron Positive Spinal Cord Injury Data (GERN)

Posted: November 7, 2007 at 8:46 am

Geron Corp. (NASDAQ:GERN) is trading up in pre-market activity on news that would have been much more eagerly received back in the emergence of stem cell news. Geron announced that ...
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