YouTube (GOOG) Licenses Content No One Wants
Google’s (GOOG) YouTube has cut a deal with Digital Music Group (DMGI) to license 4,000 hours of video content from the golden age of TV. DMGI will receive revenue from the advertising that runs…
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Newest first · Page 563MU: Micron Misses, and We’re Dying of Not-Surprise
By William Trent, CFA of Stock Market Beat “There’s a big surprise! I think I’m gonna have a heart attack, and die of not-surprise!” – The parrot Iago (voice by Gilbert Gottfried) in Aladdin…
Video Market Growth Eludes DIVX
Divx (DIVX) has a good quarter. Revenue was $16.7 million, up 58% from last year. But, forecasts for Q1 07 were for revenue to be as low as $17.3 million. This is at a…
Cisco Gets In MySpace’s Face
Cisco (CSCO) would seem, at first blush, to be the last company that would get on the social networking bandwagon. Cisco is a router company. It sell to big telecom and big cable. Social…
Tech Press Wrap 2/9/2007 TechCrunch, Engadget, Gizmodo
TechCrunch reports that search firm Powerset is after Google’s (GOOG) market by offering natural language search. The tech site points out that many critics see flaws in the new company’s plans. TechCruch tested the…
SLAB: Silicon Labs is Running Out of Options
By William Trent, CFA of Stock Market Beat According to today’s press release: Silicon Laboratories Inc. (SLAB), a leader in high-performance, analog-intensive, mixed-signal integrated circuits (ICs), today announced a definitive agreement with NXP, formerly…
Broadcom Reaction After Guidance
Broadcom Corp. (BRCM-NASDAQ) expects first-quarter revenue of between $890 million and $900 million, according to acting Chief Financial Officer Bruce Kiddoo in a conference call after earnings. Wall Street is expecting $900 million in…
Sun (SUNW) Spots
Morningstar carries a "fair value estimate" on Sun Microsystems (SUNW) of $4.50. The research firm says that investors should consider selling the stock at $5.40. That’s pretty harsh. The stock currently trades at $6.59.…
The Trouble With China’s Internet Companies
The large internet companies in China are facing two problems. The first is that they are not very large. The second is that they are making less money. Sina.com (SINA), the company that owns…
Tech Blog Watch: TechCrunch, Engadget
According to TechCruch, Yahoo! has launched a new application called Pipes. The application is, according to Yahoo! "an interactive feed aggregator and manipulator". TechCrunch also reports that Jobster has changed its business model to…
Google Say Internet No Good For TV
Managers from Google (GOOG) are trying to make the case that the internet is not made for distribution of full-length video. And, a number of large cable companies appear to agree. The argument being…
Ebay Rattles Google’s Cage
Google (GOOG) probably thought it had a deal all wrapped up to be the sole provider of search and search based ads to News Corp’s (NWS) huge social network site, MySpace. They do have…
Analyzing Cisco (CSCO)
By Yaser Anwar, CSC of Equity Investment Ideas Cisco’s Q2 results were better than expectations with revenue coming in $8.4 billion towards the high end of the guidance of $8.3 billion. EPS was $0.33…
Google Moves From A Stock Of Hope To A Stock Of Doubt
Google’s (GOOG) stock is having a really rocky time. On January 31, the stock hit $505. Today, it dropped below $470. A drop of 7% in such a short time is worth a look.…
Semiconductor Industry Should Quit Patting Itself on the Back (and Building Capacity)
By Wlliam Trent of Stock Market Beat Semiconductor Industry Association provided the monthly global sales report for December. The Semiconductor Industry Association (SIA) today reported that global sales of semiconductors reached a record $247.7…