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Douglas A. McIntyre | Jul 3, 2007 at 4:52 AM EDT

As Microsoft (MSFT) Sales Improve, Can A PC Rally Be Far Behind?

The Vista train may be pulling out of the station. After checking a number of software sales indicators, an analyst…

Douglas A. McIntyre | Jul 3, 2007 at 4:34 AM EDT

SAP (SAP): The Dog Ate My Downloads

It may go down in history as one of the most elaborate defenses of trade secret theft. Oracle (ORCL) has…

Douglas A. McIntyre | Jul 3, 2007 at 3:20 AM EDT

Media Digest 7/3/2007 Reuters, WSJ, NYTimes, FT, Barron’s

According to Reuters, SAP (SAP) admitted that one of its divisions has inappropriately downloaded documents from rival Oracle (ORCL), but…

Douglas A. McIntyre | Jul 3, 2007 at 2:48 AM EDT

Asia Markets 7/3/2007

Markets in Asia rose. The Nikkei was up a fraction to 18,150. Hitachi (HIT) was up 1% to 882. Sony…

Douglas A. McIntyre | Jul 2, 2007 at 4:26 PM EDT

Rival Movie Gallery (MOVI) Falls Apart As Blockbuster (BBI) Gets New CEO

The day started well enough for the bricks-and-mortar movie rental companies. Blockbuster (BBI) hired a new CEO and its shares…

Douglas A. McIntyre | Jul 2, 2007 at 3:45 PM EDT

The 52-Week Low Club

Lennar (LEN), Hovnanian (HOV), and Beazer Homes (BZH). Forget the stock price. Each has lost about 50% of its market…

Douglas A. McIntyre | Jul 2, 2007 at 3:07 PM EDT

Blockbuster (BBI): Close All The Stores

Start with this. Blockbuster (BBI) has $2.4 billion in rent due from now until its last current store lease expires.…

Douglas A. McIntyre | Jul 2, 2007 at 11:47 AM EDT

The Share Price Humiliation Continues At The New York Times (NYT)

Goldman Sachs made about as brutal a call as it could have on The New York Times Company (NYT). It…

Douglas A. McIntyre | Jul 2, 2007 at 10:40 AM EDT

OGE Corp: Unloading OGE Enogex, Its MLP, In An IPO (OGE, OGP)

A subsidiary of OGE Corp (NYSE:OGE), OGE Enogex Partners L.P., has filed registration papers with the SEC for an IPO…

Douglas A. McIntyre | Jul 2, 2007 at 9:04 AM EDT

Limelight (LLNW): Cowen Wears The Dunce Cap

Last week Cowen & Co. released a note on Limelight Networks (LLNW), a recent IPO in the content delivery industry,…

Douglas A. McIntyre | Jul 2, 2007 at 8:42 AM EDT

Local.com (LOCM): A Little Blackmail With Your Patent?

Local.com (LOCM) received a couple of patents that would appear to be pretty valuable. The first patent number 7,231,405 is…

Douglas A. McIntyre | Jul 2, 2007 at 8:35 AM EDT

IPO FILING: Och-Ziff, A Hedge Fund Manager

OCH-ZIFF CAPITAL MANAGEMENT GROUP LLC, a hedge fund manager with some $26.8 Billion in assets under management from more than…

Douglas A. McIntyre | Jul 2, 2007 at 8:18 AM EDT

Apple (AAPL) iPhone’s Big Profit Margin

According to BusinessWeek, Apple (AAPL) sells its iPhone for $499 to $599, but the handset only costs $200 to $220…

Douglas A. McIntyre | Jul 2, 2007 at 7:48 AM EDT

Pre-Market Research And News 7/2/2007

Wachovia says that it believes shares in Echostar (DISH) will go higher. Bloomberg writes that Apple (AAPL) sold 500,000 iPhones,…

Douglas A. McIntyre | Jul 2, 2007 at 7:40 AM EDT

Morning Research Calls 7/2/2007

SIA says that May semiconductor sales rose 2.4% from the same month last year. Piper Jaffray upgrades Packeteer (PKTR) Lehman…

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Latest Articles

All Latest Articles

As Microsoft (MSFT) Sales Improve, Can A PC Rally Be Far Behind?

SAP (SAP): The Dog Ate My Downloads

Media Digest 7/3/2007 Reuters, WSJ, NYTimes, FT, Barron’s

Asia Markets 7/3/2007

Rival Movie Gallery (MOVI) Falls Apart As Blockbuster (BBI) Gets New CEO

The 52-Week Low Club

Blockbuster (BBI): Close All The Stores

The Share Price Humiliation Continues At The New York Times (NYT)

OGE Corp: Unloading OGE Enogex, Its MLP, In An IPO (OGE, OGP)

Limelight (LLNW): Cowen Wears The Dunce Cap

Local.com (LOCM): A Little Blackmail With Your Patent?

IPO FILING: Och-Ziff, A Hedge Fund Manager

Apple (AAPL) iPhone’s Big Profit Margin

Pre-Market Research And News 7/2/2007

Morning Research Calls 7/2/2007

AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings

Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer

AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings

Latest Articles

All Latest Articles

As Microsoft (MSFT) Sales Improve, Can A PC Rally Be Far Behind?

SAP (SAP): The Dog Ate My Downloads

Media Digest 7/3/2007 Reuters, WSJ, NYTimes, FT, Barron’s

Asia Markets 7/3/2007

Rival Movie Gallery (MOVI) Falls Apart As Blockbuster (BBI) Gets New CEO

The 52-Week Low Club

Blockbuster (BBI): Close All The Stores

The Share Price Humiliation Continues At The New York Times (NYT)

OGE Corp: Unloading OGE Enogex, Its MLP, In An IPO (OGE, OGP)

Limelight (LLNW): Cowen Wears The Dunce Cap

Local.com (LOCM): A Little Blackmail With Your Patent?

IPO FILING: Och-Ziff, A Hedge Fund Manager

Apple (AAPL) iPhone’s Big Profit Margin

Pre-Market Research And News 7/2/2007

Morning Research Calls 7/2/2007

AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings

Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

Featured Reads

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer