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Jon C. Ogg

Sprint May Finally Get the iPhone (S, AAPL, RIMM, T, VZ)

If there is one thing that we have been wondering about time after time, it is this: WHEN WILL SPRINT SELL THE IPHONE???  Sprint Nextel Corporation (NYSE: S) is reportedly set to begin selling…

Jon C. Ogg · 15 years ago

Dish Network’s Plans Becoming Clearer (DISH, T, S, VZ)

Back in February, Dish Network Corp. (NASDAQ: DISH) acquired two bankrupt satellite communications companies, TerreStar Network Corp. and DBSD North America, Inc., for $1.375 and about $1 billion respectively. At the time there was…

Jon C. Ogg · 15 years ago

Is Consumer Electronics Spending Immune To The Weak Economy?

The economy is still slowing.  Retail spending is spotty.  Housing is still in the toilet.  Unemployment remains at the nosebleed level.  And unease about leadership is near an all-time high.  So ask yourself this…

Jon C. Ogg · 15 years ago

Is VMware Alienating Customers? (VMW, EMC, NFLX, CTXS)

VMware Inc. (NYSE: VMW) is still the essentially unchallenged king of virtualization.  History dictates that when the king taxes the population too egregiously that bad things start to happen.  This may be a lesson…

Jon C. Ogg · 15 years ago

Battle Looms for the North Pole Oil

In 2007 a Russian submarine planted a flag on the sea floor underneath the North Pole, and the country claimed the North Pole as Russian territory. Now Denmark/Greenland is preparing its own claim. Five…

Jon C. Ogg · 15 years ago

Why “Sell the News” on Seattle Genetics (SGEN)

There is an old rule of thumb from biotech investors and traders… SELL FDA APPROVALS.  This is very counter-intuitive on the surface but we wanted to explain in more detail why this is the…

Jon C. Ogg · 15 years ago

The One Analyst Defending H-P (HPQ, DELL, IBM)

To say that Hewlett-Packard Co. (NYSE: HPQ) has undergone some winds of change would be the understatement of the year.  One analyst has come out in defense of H-P.  Auriga now sees opportunity in…

Jon C. Ogg · 15 years ago