Barron’s rank an article last week saying that Comcast (CMCSA) is undervalued. The financial magazine quotes one money manager as saying "Comcast trades on a very low valuation, and investors need to…
Below is the short interest for major company stocks traded on the Nasdaq. The figures are from August 15 and compare to numbers from July 13, 2007. Investors were not willing to…
JDSU, which makes communications test and measurement solutions and optical products for the telecom and cable businesses, turned in another lackluster quarter. These are supposed to be the days of broadband expansion…
Verizon (VZ) and Comcast (CMCSA) along with all of their other telecom and cable friends have been hoping that the broadband growth party would never end. VZ has put $23 billion into…
Skype is not working out very well for Ebay (ABAY). That is not just because the service has been down for two days, keeping it over 200 million subscribers off of the…
Ebay (EBAY) paid a lot of money for Skype. It ought to at least work. This AM the world’s largest VoIP service is off-line as is the home website help page. Perhaps…
Billionaire Paul Allen disclosed that he was looking that the possibility of taking Charter Communications (CHTR) private or "a recapitalization or restructuring designed to reduce Charter’s leverage", according to The Wall Street…
Verizon (VZ) is trying to take business from cable companies like Comcast (CMCSA) and Time Warner Cable (TWC) using its new $23 billion fiber-to-the-home project. The cable guys are trying to take…
Cablevision (CVC) announced earnings today. The most notable piece of news was that Verizon’s (VZ) FiOS fiber-to-the-home business is affecting cable subscriptions at about the rate that Cablevision has been projecting for…
In a recent survey reported on at GigaOm, thirty-four towns were tracked for TV and broadband customer activity in the initial 90 days that Verizon’s (VZ) fiber optics product was available. Verizon…
Cable companies don’t have cell phone service to market to customers. And, Sprint does not have a broadband-to-the-home operation like the ones the big cable guys operate to market their internet and…
According to Reuters, Microsoft’s (MSFT) CEO defended the company’s move heyond the desktop. Reuters writes that Amgen (AMGN) turned in better than expected results as several key drugs did well. Reuters reports…
Charter (CHTR) is down over 10% to $3.90. Some of that is in sympathy with the drop in Comcast (CMCSA) which put out earnings this AM. Wall St. was concerned about the…
(AAPL) Apple traded down initially, but shares are up 7% pre-market after earnings and maintaining 2008 iPhone sales.(AKAM) Akamai Tech $0.30 EPS vs $0.30 estimate; shares down over 10% pre-market on guidance…
At Comcast (CMCSA) revenue for the quarter rose 31% to $7.7 billion. Net income was up up 28% to $588 million. Cable evenue increased 12% to $7.3 billion for the second quarter…
Douglas A. McIntyre 