There is still some conversation about the federal government restricting short-selling activity in certain stocks. The counterargument to these restrictions is that short selling plays an important role in the valuation of…
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…
Short sellers jumped out of major financial shares but piled into the stocks for major industrial firms based on data as of June 15. Shorts clearly think the restructuring of the bank…
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%…
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.…
Reuters: Baclays (BCS) sold BCI to Blackrock (BLK) for $13.3 billion Reuters: WHO declared a flu epidemic Reuters: Congress bash Fed, Treasury, and B of A (BAC) on Merrill Reuters: US is…
Reuters: Fiat closed its deal for control of Chrysler. Reuters: California may be hit by an economic “meltdown.” Reuters: May foreclosures were third highest month ever recorded. Reuters: The US named a…
Dell Inc. (NASDAQ: DELL) raised $1 billion in the corporate bond issuance markets today. While these are shorter-term than many others, this is just further and further evidence that corporate bond spreads…
The short interest in most large banks fell very sharply for the period ending May 29, an indication that traders believe that TARP repayments and ongoing strong earnings mean the fate of American…
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: …
There is rather a large amount of buzz out there, and perhaps some confusion, today about Acer’s use of the Android operating system from Google Inc. (NASDAQ: GOOG) for netbooks. Acer will…
