All Work

Douglas A. McIntyre

Apple Fights The Telephone Company

AT&T (T) was supposed to get a big benefit from selling the Apple (AAPL) iPhone. But, AAPL may have turned that on its head. With iPhones and iPods that have WiFi access, customers are…

Douglas A. McIntyre · 19 years ago

Are Cable Companies Losing Their Attraction

Reuters is quick to point out that cable companies, which use to be good defensive plays in choppy markets, may be losing that distinction.  Maybe. The old notion was that when the economy was…

Douglas A. McIntyre · 19 years ago

Media Digest 9/7/2007 Reuters, WSJ, NYTimes, FT, Barron’s

According to Reuters, Lehman Brothers (LEH) and National City are cutting 2,150 mortgage jobs. Reuters writes that more PC game players are beginning to use notebooks as their processing power increase. Retuers writes that…

Douglas A. McIntyre · 19 years ago

Asia Markets 9/7/2007

Markets in Asia were mostly lower. The Nikkei fell .6% to 16,122. Docomo (DCM) fell 1.2% to 170000. Sony (SNE) fell 1.4% to 5640. The Hang Seng was off .2% to 24,006. China Mobile…

Douglas A. McIntyre · 19 years ago

‘If, Then’…. Amgen Could Recover Much More (AMGN, BIIB)

Amgen (NASDAQ:AMGN) has seen a slight recovery of late, mostly on reports that the U.S. Senate is asking Centers for Medicaid and Medicare Services to reconsider the drastically cut reimbursement rates.  Shares just last…

Douglas A. McIntyre · 19 years ago

National Semiconductor, Good But Maybe Not Enough (NSM, SMH)

National Semiconductor (NYSE:NSM) posted $0.30 EPS on revenues of $471.5 million versus analyst targets of $0.25 EPS on revenues of $467.4 million (on items).  The company is guiding sales up 4% to 7% or…

Douglas A. McIntyre · 19 years ago

VeriFone’s Strong Numbers (PAY)

VeriFone Holdings (NYSE:PAY) has just posted $0.42 EPS and $231.9 Million in Revenues versus First Call estimates of $0.40 and $226.8 million.  If you look below you’ll see they are also raising guidance.  Analysts…

Douglas A. McIntyre · 19 years ago

The 52-Week Low Club

The Ryland Group (RYL) In home building and mortgage businesses. Enough said. Down to $26.61 from 52-week high of $60.13. Dillard Department Stores (DDS) Same store sales down last month. Drops to $21.06 from…

Douglas A. McIntyre · 19 years ago

Apple: Jobs Retreats

Even Steve Job makes mistakes. Dropping the price of the iPhone by $200 made so many current customers angry that AAPL is offering rebates to anyone who bought the handset before the cut. For…

Douglas A. McIntyre · 19 years ago

Bioheart Sets IPO Terms (BHRT)

Bioheart Inc. has set its IPO terms and it will trade under the NASDAQ ticker "BHRT."  BioHeart has set its IPO terms and plans to offer 3.575 million shares in a price range of…

Douglas A. McIntyre · 19 years ago

Earnings Preview: National Semiconductor (NSM)

National Semiconductor (NYSE:NSM) reports earnings after the close today.  Analysts are looking for $0.25 EPS on revenues of $467.4 million, according to First Call.  As far as what to expect next quarter, estimates are…

Douglas A. McIntyre · 19 years ago

Bankrate & Move: Cheaper To Partner Than Merge (RATE, MOVE)

Bankrate, Inc. (NASDAQ:RATE) And Move, Inc. (NASDAQ:MOVE) have announced a distribution agreement for Bankrate to be the provider of mortgage and home equity rate data on the Move network of Web sites. Move will…

Douglas A. McIntyre · 19 years ago

Retail Sales In August Not On Life Support

Just yesterday and the day before, the tone was looking to be that sub-prime fallout and the recent tightening on credit was helping to squash Joe Q. Consumer in the U.S.  Yesterday, CostCo (COST)…

Douglas A. McIntyre · 19 years ago

Same-Store-Sales: Wal-Mart Vs. Target (WMT, TGT, COST)

You have to love a morning where Target (NYSE:TGT) and Wal-Mart (NYSE:WMT) have big news out on the same day.  This morning both retail giants released August Same-Store-Sales.  Surprisingly, both did pretty well and…

Douglas A. McIntyre · 19 years ago

Pre-Market Analyst Calls (September 6, 2007)

APLX cut to Neutral at First Albany; cut to Neutral at Sun Trust Robinson Humphrey (company being acquired by Cognos).AZN started as Neutral at UBS.BFF started as Buy at Oppenheimer.COGN raised to Overweight at…

Douglas A. McIntyre · 19 years ago

HP Wants Part Of Cellphone Business

It is not enough that Apple (AAPL) is getting more aggressive with prices on its iPhone to take market share from the likes of Nokia (NOK) and Motorola (MOT). Now, Hewlett-Packard (HPQ) want a…

Douglas A. McIntyre · 19 years ago