Cramer on Momentum Ending
Cramer said that a lot of momentum is ending on his Wall Street Confidential video on TheStreet.com today. The profit taking is coming out of the REIT’s after the EOP/Zell deal because they are…
All Work
Douglas A. McIntyre
Tech Press Digest 2/12/2007 TechCrunch, Engadget, Gizmodo, The Inquirer
The Inquirer writes that Dell (DELL) cannot ship its XPS line of computers with Vista because the Nvidia (NVDA) drivers are not compatible with the new Microsoft (MSFT) OS. The Inquirer also writes that…
New Blodget Book Out: Wall Street Self-Defense Manual
Henry Blodget’s new book, published as a joint venture between Atlas Books and Slate Magazine (part of The Washington Post Company) launched last week in NY. The book was introduced at an event that…
Semiconductor Oversupply: You Ain’t Seen Nuttin Yet!
By William Trent, CFA of Stock Market Beat At Stock Market Beat we have been talking about a looming semiconductor glut for the better part of a year. Although there are now admissions that…
Chairman Cox: The First 80 Weeks
From AAO Weblog At the Practising Law Institute’s “SEC Speaks” series last Friday, SEC Chairman Christopher Cox delivered a speech recapping his first 80 weeks on the job, likening himself to Phileas Fogg in…
TechCrunch Rains On “Next Google”
A lot of media attention has been paid to Poweset’s "natural language search" as a potential competitor to Google. The biggest problem for Powerset would appear to be that it comes to the game…
Starbucks: Slow Days For Mr. Coffee
Without anyone noticing, Starbucks (SBUX) has dropped from an intraday price of $40 on November 16 to $32.40 today. That’s a lot in less than three months, especially for "growth" stock. Obviously, there are…
Onyx Pharma Soars on Liver Cancer Drug
Onyx Pharmaceuticals (ONXX-NASDAQ) is probably as happy as you could imagine that it partnered with Bayer (BAY-NYSE/ADR). ONXX shares are up 60% after they announced that an independent data monitoring committee has reviewed the…
AMD’s Quad Core Already Outdone by Intel
Chip processing power is almost becoming as viral as web video. You and I are the winners, but at what point would the manufacturers actually start to benefit? AMD (AMD-NYSE) has unveiled architectural features…
Pre-Market Stock Notes (FEB 12, 2007)
by Jon C. Ogg (AAPL) Apple shares up 1.5% on Citigroup upgrade to Buy.(ADL) AMDL Inc announces key anti-cancer drug for China.(ADZA) Adeza Biomedical is being acquired for $24.00 per share buy Cytyc (CYTC).(ARIA)…
Earlybird Research Notes (FEB 12, 2007)
by Jon C. Ogg ADBE raised to Buy at Oppenheimer.ADSK started as Peer Perform at Bear Stearns.ALGN raised to Outperform at Piper Jaffray.ARIA raised to Overweight at JPMorgan.BSX cut to Peer Perform at Bear…
Where Were US Companies In Essar Bidding?
Vodafone (VOD) bought a majority of India’s fourth largest mobile phone operating company, Hutchison Essar. The price tag was $11.1 million. Vodafone apparently made the move because cell phone penetration in Europe is high,…
More Rivals For iPhone (AAPL)
Sites like Engadget have been talking about Microsoft’s (AAPL) cell phone version of the Zune multimedia players for several days. Apple (AAPL) will not launch the iPhone until June, so it may not have…
The Humiliation Of Google Continues
It appears that Google’s (GOOG) purchase of YouTube gets more complicated by the minute. Two websites with pirated content claim that Google offered them advertising keywords including "bootleg" movie download" to help them market…
YouTube (GOOG) Licenses Content No One Wants
Google’s (GOOG) YouTube has cut a deal with Digital Music Group (DMGI) to license 4,000 hours of video content from the golden age of TV. DMGI will receive revenue from the advertising that runs…
Media Digest 2/12/2007 Reuters, NYTimes, WSJ, Barron’s, FT
According to Reuters, oil fell 1% on comments that Saudi Arabia was satisfied with current market conditions. Reuters reports that Toyota (TM) will build a new plant in India by 2010. Reuters also writes…
Asia Markets 2/12/2007
Markets in Asia were mixed with the Nikkei closed for a holiday. The Hang Seng fell .4% to 20,593. Cathay Pacific was up .9% to 21.8. China Mobile was down 1.6% to 75.2. China…
TPX: Tempur-Pedic Tries to Sneak by Management Raises
By William Trent, CFA of Stock Market Beat We noted recently that Small Cap Watch List and Mid Cap Watch List member Tempur-Pedic (TPX) is on a tear lately. Of course, with that kind…
MU: Micron Misses, and We’re Dying of Not-Surprise
By William Trent, CFA of Stock Market Beat “There’s a big surprise! I think I’m gonna have a heart attack, and die of not-surprise!” – The parrot Iago (voice by Gilbert Gottfried) in Aladdin…
Dell’s “New” CEO
From The Average Joe Investor Back in May, I posted on Dell’s (Nasdaq: DELL) troubles. At the time, I didn’t really think too much of the shares and didn’t own any shares. Over the…