IBM (IBM) has become a target of antitrust regulators in the European Union. Several media sources say that a US company called T3 Technologies claims that IBM refused to offer its software…
Check with Sun (JAVA). The server end of the tech industry has poor margins and unforgiving competition. HP (HPQ) has a server division. It grew only .7% in the company’s last fiscal…
This week is the launch of earnings season, and we have outlined the companies which we believe will have the largest impact on their sector or on the overall market. Johnson &…
According to Reuters, Bank of America will get a huge financial aid package from the government. Reuters reports that Congress is advancing legislation to release the balance of the TARP funding. Reuters…
Motorola (MOT) will lay off 4,000 more people this year. In the fourth quarter, it sold only half as many handsets as it did in the same quarter a year ago. The…
According to Reuters, Steve Jobs will take a medical leave from Apple (AAPL) until June 30. Reuters reports that Bank of America (BAC) is in discussions with the government to get billions…
Thomas Alva Edison accumulated 1,093 US patents over his lifetime. Most R&D operations are not that efficient. Corporations hate research. It is expensive. The scientists know more about a company’s products than…
It is picking low-hanging fruit to say that Yahoo!’s (YHOO) new CEO, Carol Bartz, can’t fix the portal company. Yahoo!’s shares are down about 3% on the news of the selection. Bartz…
If a world where corporate earnings are completely predictable is a "10" and a world where they cannot be predicted at all is a "1", most of the last several years have…
For the latest reported period, ending December 31, short sellers did not make any notable moves in or out of tech, financials, or industrial shares. What they did do was take impressively…
According to Reuters, Citigroup (C) is near a deal to form a venture putting its brokerage business together with the one at Morgan Stanley (MS) Citi would be paid about $2 billion.…
According to the FT, "Steve Ballmer, Microsoft’s chief executive officer, has increased the pressure on Yahoo to hand over control of its search business to his software company." And: "The best time…
Douglas A. McIntyre The conventional wisdom about Microsoft (MSFT) will that it will never make a lot of money on its gadgets, the Zune and Xbox, and it will never make any money on its…
According to Reuters, Microsoft (MSFT) Windows 7 is "on schedule" and will begin testing with consumers. Reuters reports that Obama will lay out his case for stimulus package in a speech. Reuters…
Shares of Logitech International (NASDAQ: LOGI) are trading lower after the company withdrew its guidance. What is interesting is that the stock of this Swiss computer and gaming peripheral leader is holding…