Fixing AMD (AMD) By Breaking it
Hector Ruiz, former CEO and current chairman of AMD (AMD), was undoubtedly the worst big company chief of the last decade. What he could not ruin with his modest intelligence he made up for…
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If the segment of tech which markets to large businesses was supposed to be one of the last bastions of earnings safety, it has just fallen. SAP (SAP), the second largest enterprise software company…
IBM (IBM) Pessimism Overblown
A number of people are trying to convince IBM (IBM) shareholders that the company may miss its quarterly numbers. Not likely. IBM stock was almost $121 on Friday. It trades at $104 today.
A Revival At Level 3 (LVLT)?
Level 3 Communications (LVLT) has done remarkably well this year since it is viewed as a company with only modest growth and positive cash flow prospects. The stock price is slightly down YTD at…
CBS (CBS): A Ray Of Hope
CBS (CBS) continues to make the argument that network television advertising will do relatively well during a recession. Wall St keeps rejecting the idea. CBS shares are now down to $14.43, off over 50%…
Weak Techs Fade As Economy Heads To Toilet (AMD)(JAVA)(EMC)(HPQ)(IBM)(VMW)
Joe Tucci, the CEO of EMC (EMC), has done his best to ruin his company and its spin-out VMWare (VMW). VMWare has the look and feel of a public firm but Tucci holds it…
Day Trader Alert: SiRF Technology (SIRF)
SiRF Technology Holdings Inc. (NASDAQ: SIRF) has just made a mid-day mystery move on essentially no news. It seems that traders are tying it to the G1 phone launch from Google based upon an…
Day Trader Alert: Ciena (CIEN)
Ciena Corporation (NASDAQ: CIEN) shares rose this morning after they had been cored to the bone. Despite its sector woes in telecom equipment and fiber optics, Barron’s called the stock a bargain this weekend…
Oracle (ORCL): Tech Prospers (NT)(MSFT)(GOOG)(JAVA)
Shares in some tech companies are down as far as the banks and brokerage firms. Sun (JAVA) and Nortel (NT) are in that group, but they are hardly alone. Firms which have the lead…
Microsoft (MSFT): Buying Search Engine Share Overseas
Everyone who looks at the news knows that Microsoft (MSFT) has a search engine market share problem in the US. By most measures, it has about 10% of the pie. If it had been…
Thwarting The Google (GOOG) Deal With Yahoo! (YHOO)
The Association of National Advertisers, which includes big marketers like GM (GM), Procter & Gamble (PG), and Wal-Mart (WMT), argues that Google (GOOG) should not be allowed to sell advertising for Yahoo! (YHOO) The…
Foreign Buyers Start To Shift Though US Tech Wreckage
Samsung, one of the largest companies in South Korea, says it may want to buy US flash chip company Sandisk (SNDK). The US firm’s stock has dropped from a 52-week high of $56.46 to…
Google (GOOG) Browser: Crush Mozilla, Challenge Microsoft (MSFT)
Microsoft’s (MSFT) Internet Explorer has dominated the browser world for nearly a decade. It has also been part of legal accusations that the world’s largest software company used the ubiquity of its operating systems…
Microsoft (MSFT): An Internet Fishing Expedition
Microsoft (MSFT) has not been able to home grow its own online business so it has decided to buy the solution a piece at a time. Yahoo! (YHOO) was supposed to be the largest…
Another Meaningless Internet Number: MySpace (NWS) Overtakes Yahoo! (YHOO) In Ad Views
The online research business has become so crowded that the firms jockey for position by posting nearly meaningless numbers. ComScore took its turn at releasing inane figures saying that advertising views at MySpace (NWS)…