Microsoft’s Online Push (MSFT)(TWX)(YHOO)(GOOG)
Microsoft thinks it has come up with a way to out-Google Google. Target display ads by consumer behavior. The big software company is going to track the interests of its 263 million Hotmail users…
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Newest first · Page 571Short Sellers Question EMC’s Future
Stocks: (EMC)(IBM)(HPQ)(DELL)(HIT)(SYMC) EMC is the dominant player in storage hardware. But, research firm IDC recently released a report saying that IBM was dominating both EMC and Symantec in the Storage Infrastructure Software segment, EMC…
Could Internet Ad Rates Spiral Down?
Stocks: (MSFT)(TWX)(YHOO) Internet ad rates have been rising faster then some customers can handle. Affordablity is website impressions is starting to become a major issue for some marketers. Some ad impressions on certain MSN…
HP’s Growth Trouble (HPQ)(AAPL)(SNE)(MSFT)(SNDK)
The market is assuming that Hewlett-Packard will grow 6% next year, from its current annual revenue of $92 million. This is the company’s forecast, and CEO Mark Hurd has earned enough respect with Wall…
As Google Passes Yahoo! The Internet’s Calculus May Save The Laggard
Stocks: (GOOG)(YHOO) Yahoo! was passed by Google in terms of unique visitors in November. Google had 475.7 compared to 475.3 for Yahoo!. All of Microsoft’s sites stayed in first place with 501.7 million according…
How Can LCD Revenue Be Down With Unit Sales Up 29 Percent?
By William Trent, CFA of Stock Market Beat Readers surprised by our general bearish stance on LCD panel makers generally point out how much demand for the monitors (both as computer monitors and flat…
Is The Future Of Web Portals Good Or Bad
Stocks: (MSFT)(YHOO)(AAPL)(VZ)(TWX) Website A VC argues that being in the portal business is a losing game. More and more traffic will go to niche sites. Who needs a big site to index everything? CNN…
A Big Mistake In Internet Traffice Measurements
Stocks: (YHOO)(MSN)(GOOG) Someone has to be wrong. One the one hand, Nielsen/NetRatings and Comscore, and on the other the head of Topix, the large online news aggregator. A survey of web page referrals, including…
Dell Trails Badly (DELL)(HPQ)(SUNW)
It is sometimes lost in the news, but Dell’s year is worse on a chart than it is often portrayed in the media. WIth the former CEO of American Airlines joining as Dell’s CFO,…
Juniper Gets Jilted (JNPR)(ALU)(MOT)(NT)(RBAK)
The gang down on Wall St. thinks Juniper got left at the altar when Ericsson bought rival Redback. Juniper and Redback noth sell edge routing equipment for the internet. CIBC was so upset that…
SEMI Equipment Takes A Breather – Don’t Hold Your Breath Waiting For it to End
By William Trent, CFA of Stock Market Beat Semiconductor Equipment and Materials International (SEMI) has released its latest semiconductor equipment bookings and billings data. “North American semiconductor equipment bookings and billings have moderated in…
Catalysts That Make Apple Computer (AAPL) A Buy- Revisited
By Yaser Anwar, CSC of Equity Investment Ideas This post is going to be an Apple Fiesta- I’m going to include my own take but this time also some very smart comments of readers…
Google Pay Off PayPal Customers
Stocks: (EBAY)(GOOG) According to The New York Times, Google’s Checkout online payment system is offering customers some pretty big incentives to switch from Ebay PayPal. Google is paying for customer promotions and will not…
Ericsson Chase Cisco
Stocks: (ERIC)(CSCO)(ALU)(RBAK)(JNPR)(T)(BLS) Ericsson is buying Redback Networks, a broadbank data routing company, for $2.1 billion. The total market for IP edge routing, Redback’s strenth, is forecast to be $5 billion by 2009. Redback’s big…
Another Reason To Sell Yahoo!: Fox
Stocks: (NWS)(TWX)(GOOG)(YHOO) Rupert Murdoch. Never drawn. Never beaten. Not in the newspaper industry, cable programming, satellite TV, studios, and now, the internet. Murdoch looks as old as Methusela and probably is. But, his purchase…