Goldman Sachs is out with some key calls in technology sector today. While some calls are positive, our take on this is more of a cautious stance due to the broad nature…
Sony (SNE) never got into the multimedia handheld business the way that Apple (AAPL) did with the iPod. The Japanese company’s joint venture with Ericsson that builds and markets handsets is behind…
The New York Times recently made the point that Acer may soon pass Dell (DELL) as the world’s second-largest PC manufacturer. This analysis indicates that Dell favored direct sales for too long…
Software is supposed to be a high margin business and hardware a sector in which most companies struggle with gross margins. Hardware components are expensive and there is almost no getting around…
We have another rough couple of quarters ahead of us in PC and computer sales. There are some things to take heed here which will come front and center for the sales…
Reuters: Airlines are cutting back on first class seating. Reuters: Xstrata wants merger talks with mining rival Anglo American. Reuters: Employers are cutting 401 (K) plans. Reuters: Brand loyalty is being hurt by…
Yahoo! (YHOO) and Google (GOOG) actually have something to worry about, if Steve Ballmer is not bluffing. The Microsoft (MSFT) CEO says that he company is prepared to spend 5% to 10%…
Reuters: Investors are putting money into emerging markets except Eastern Europe. Reuters: Stanford will go to court for a $8 billion fraud allegation. Reuters: RIM’s (RIMM) outlook disappointed. Reuters: CEOs at bailed out…
Contrary to the growing optimism for a takeout, Palm (PALM) is a company with little revenue, huge losses, a messy financing situation, and an expensive stock that would appear to have few suitors.…
Microsoft (MSFT) may price Windows 7 as low as $100 to offset the effects of the recession on PC operating system sales and the public’s rejection of Vista, the current version of…
Analysts have said that Apple (AAPL) does not need Steve Jobs. Apple shares are up 60% since he took a break to work on his health with his doctors. Because the form…
Reuters: Rio Tinto (RTP) has killed a deal with Chinalco for one with BHP (BHP). Reuters: US regulators insisted JP Morgan (JPM) and Amex (AXP) raise money to exit the TARP. Reuters: …
Walt Mossberg, the tech columnist of The Wall Street Journal, made a good point recently. Smartphones like the Apple (AAPL)iPhone are not phones at all. They are miniature portable computers. Suddenly, there…
Robert Zoellick, the head of the World Bank, recently said that the current efforts to right the world’s economy are wholly inadequate. It is a position in which he has been joined…
A drop in server sales is bad news for companies that build them including HP (HPQ), IBM (IBM), and Dell (DELL) and the firms that supply chips–AMD (AMD) and Intel (INTC). But,…
