Is This 1985 All Over? Cramer Thinks So
Cramer (TheStreet.com video link) thinks that this year is looking like stocks and the cycle are going to be a 1985 re-run. The stocks started running and the companies became huge. The share buybacks…
All Work
Douglas A. McIntyre
Apple Rumor Delays, Likely False Rumors
Yesterday I was asked a strange question, "Have you heard anything about the iPhone being delayed?" As of then I had not. But today there is a story on Engadget that shows a mixed…
Amazon.com DRM-Free Service Won’t Kill Apple (AMZN, AAPL)
What happens when an online retailer like Amazon.com (AMZN-NASDAQ) gets to compete against Steve Jobs and Apple (AAPL-NASDAQ) at the race to DRM-free music downloads? The most likely truth may be not that much.…
Hewlett-Packard Earnings Preview (Q2 2007)
Hewlett-Packard (HPQ-NYSE) reports earnings after the close today. Forget about today’s earnings because they already fessed up that they sent out an email noting that they would beat expectations. This quarter report is going…
Why Oracle Wants Agile Software (ORCL, AGIL)
Larry Ellison Inc., I mean Oracle Corp. (ORCL-NASDAQ), is paying $495 million to acquire a small niche software player Agile Software (AGIL-NASDAQ). The buyout price is $8.10 per share and that will make most…
Bausch & Lomb Selling Itself Away Too Cheap
Bausch & Lomb (BOL-NYSE) announced today that it has entered into a definitive merger agreement with affiliates of Warburg Pincus, the global private equity firm. The transaction is valued at approximately $4.5 billion, including…
Microsoft Sets Halo 3 Release Date (MSFT, TTWO, GME)
Microsoft (MSFT-NASDAQ) has announced that September 25, 2007 will be the release date for its long-awaited video game blockbuster ‘Halo 3.’ Normally a video game release date would be just another day, but the…
Pre-Market Stock News (May 16, 2007)
(AGIL) Agile Software being acquired by Oracle for $495 million.(AMAT) Applied Materials trading down 5% after offering guidance, although it beat earnings and was initially trading up 2% after earnings.(ASYS) Amtech Systems announced a…
Earlybird Analyst Calls (May 16, 2007)
BID cut to Outperform at JMP Securities.BRCD raised to Overweight at JPMorgan.BPO raised to Buy at Stifel Nicolaus.CCIX started as Outperform at FBR.CMO started as Strong Buy at JMP Securities.CNQ cut to Equal Weight…
New Study Show Cable Customer Satisfaction Low: Opening For Phone Companies?
The new American Customer Satisfaction Index has been released, and one of the takeaways from the survey of 80,000 consumers is that they think service from the cable companies is really poor. According to…
Europe Markets 5/16/2007
Markets in Europe were off slightly at 6.40 AM New York time. The FTSE was down .1% to 6,562. BT (BT) was down .5% to 317.75. Reuters (RTRSY) was down .3% to 624. Vodafone…
Motorola (MOT): Good Products, Wrong Market
Motorola (MOT) has introduced a slug of high-end phones that range from a thinner version of the RAZR to a new multimedia handheld device to compete with Blackberry. The phones look good. No denying…
NY State Kicks Dell (DELL) While It’s Down
The New York State Attorney General is after Dell (DELL) for deceiving consumers when it sold and financed Dell computers for the citizens of the fair state. It appears that New York thinks that…
Sirius: Will Programming Train Wreck Hurt Merger?
XM Satellite Radio (XMSR) favorites Opie and Anthony made some sexual remarks about Queen Elizabeth and Condoleezza Rice. The show hosts made an obligatory apology and XM said it was embarrassed and ashamed. The…
Media Digest 5/16/2007 Reuters, WSJ, NYTimes, FT, Barron’s
Reuters writes that shares of Starbucks (SBUX) hit an 18-month low on concerns about growth. Reuters reports that the State of New York sued Dell (DELL). Reuters writes that "the suit alleges that Dell…
Asia Markets 5/16/2007 Shanghai Up
Markets in Asia rose The Nikkei was up .1% to 17,529. Canon (CAJ) was up 1.5% to 6970. Hitachi (HIT) was up 2% to 897. NEC (NIPNY) was down 2.3% to 605. NTT (NTT)…
Time To Buy NYSE Euronext (NYX)
By Yaser Anwar, CSC of Equity Investment Ideas
Conflicting Signals on Semi Equipment Orders
By William Trent, CFA of Stock Market Beat Trade group Semiconductor Equipment and Materials International (SEMI) is expecting stong equipment orders from memory makers this year, according to DigiTimes. Investment on 12-inch fabs and…
Cognos’ Cleanup
Another SAB 108 housekeeping cleanup dealing with options, this one from Cognos’ 2007 10-K. Cognos went the beginning-of-year retained earnings adjustment route to clean up two errors. The first dealt with stock option practices.…
Tuesday’s Top Biotech & Medical Stocks
by H.S. AyoubBioHealth Investor.com Biotechnology PROTALIX BIOTHERAPEU +18.45% GENETIC TECH SPON +13.83% NPS PHARM INC +6.34% VIACELL, INC. +6.13% DYAX CORP +4.66% Diagnostic Substances SYNOVICS PHARMACEUTL +7.14% TORREYPINES THERAPEU +4.99% ISTA PHARMACTLS +3.83% NYMOX…