Dell Hires A CEO In Waiting (DELL)
Dell hired the former CEO of American Airlines to become the PC company’s CFO. Donald Carty is a Dell board member and has been mentioned in this column as a potential replacement for Dell…
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Newest first · Page 572Nielsen/NetRatings Internet Search Results for November
By Jon C. OggDecember 19, 2006 There are some key Internet Search numbers out from Nielsen/NetRatings for November 2006, and we compared them to October for relevence (numbers rounded):NOVEMBER 2006Google 3.097 Billion searches, 31%…
Huge News for Silicon Laboratories (SLAB)
By William Trent, CFA of Stock Market Beat Silicon Laboratories (SLAB) put out a Press Release after the market close, noting that one of their latest mobile handset chips has been adopted by Samsung.…
SIRF: If You Can’t Beat ‘Em, Sue ‘Em
Barron’s beat up on chip maker SIRF this week. The company makes chips for GPS devices, and at one point had 90% of the market. But, one of the company’s big customers, TomTom, is…
Skype Founders Attack TV World
The world of video is already crowded with movie downloads to PCs and iPods, fiber-to-the-home TV on the way, video on demand from cable, and new services from companies like Amazon coming along almost…
Sony Joins The iPod Race (SNE)(MSFT)(AMZN)(AAPL)
Sony has decided that it cannot stay out of the race to catch the iPod, so it joins companie like Microsoft and Sandisk in pursuing the Holy Grail of multimedia devices. The Japanese consumer…
Investigation May Be Unwarranted, But Still Bad for LCD Business
By William Trent, CFA of Stock Market Beat We were the first to point out that the price-fixing investigation aimed at LCD panel makers seemed a bit silly. And at least one firm is…
Will Dell Rule China? (DELL)(HPQ)
Dell has gotten a delisting notice from Nasdaq. Its share of the PC market is dropping. Like many other US company’s maybe it will try to find the solution to its problems by expanding…
Yahoo’s Pipe Dream, Diller’s Decision
Stocks: (IACA)(YHOO)(GOOG)(MSFT) The editor at Fortune seem to think they have come up with a set of circumstances in which Yahoo! could catch Google in the search industry. That’ll be the day. Fortune wants…
IPhone: Never Give A Sucker An Even Break
Fortune Magazine, now in its 76th year, has floated the ballon that the iPhone from Apple (AAPL) could change the complexion of the cell phone industry. Among the notions in "How An iPhone Could…
Dell Takes Another Broadside (DELL)(HPQ)
Dell finally got its non-compliance letter from Nasdaq making a delisting at least a possibility. The SEC, Justice Department have all been looking into accounting irregularities at the big PC maker. There is already…
More Dell-ays (CELL)
From Willaim Trent, CFA of Stock Market Beat We recently outlined the somewhat cloudy case for whether DELL is cooking the books. We came away unconvinced, at least with regard to warranty reserve issues.…
Last One Into The Pool: Google Offers Web Site Registration (GOOG)
For reasons that would be unclear to almost any observer, Google is entering the business of web site addresses. The company says that it is motivated by its ability to offer customers web-mail, calendar,…
Why the Chipmakers Are Down for ‘07
By William Trent, CFA of Stock Market Beat It isn’t quite the same as having a cover story, but we’ll take it. Business Week tells us Why the Chipmakers Are Down for ‘07: Semiconductor…
Lattice Semiconductor Latest to Miss
By William Trent, CFA of Stock Market Beat When Texas Instruments missed their earnings target we noted they were the latest in a string of semiconductor manufacturers serving the wireless food chain to miss.…