Paul Carton ChangeWave Alliance submits: Two weeks before the new Apple 3G iPhone was released, a ChangeWave consumer survey showed it was likely to have a tsunami-like impact on the smart phone market. We all know what happened next – an extraordinarily successful 1 million units sold in the...
Compete submits: When people are looking at wireless phones, the carriers’ sites play a crucial role in the research and shopping process, but manufacturers’ web presence is playing an increasingly important role. The number of people who visited their sites every month is one indicator of an OEM’s popularity...
Jason Kincaid submits: Medialets has posted the results of a recent Goldman Sachs Global Investment Research report that details the breakdown of the first 1 million iPhone 3Gs sold worldwide. Earlier this month Apple AAPL announced that it had reached the milestone in only three days, compared to...
Kevin Maney submits: Motorola MOT surprised investors by posting a $4 million profit for the quarter, after losing $28 million a year ago. New CEO Greg Brown must have worked awfully hard to eke that out, considering that revenue was down $700 million, dropping to $8.08 billion from $8.73...
Lon Juricic submits: Activist investor Carl Icahn had a nice day yesterday. Here's why:Bristol-Myers BMY sent Mr. Icahn a letter presenting a $60 per share offer for ImClone Systems IMCL. Icahn is the Chairman of ImClone, and owns 11,669,544 shares of the biotech company. With shares of ImClone...
Scott's Investments submits: AU Optronics AUO, a manufacturer of flat panel displays, continues to slide in a tough consumer environment. Thursday the stock hit a new 52 week low of $11.25 and closed at $11.30. The company's products are used in computer products, such as notebook computers and desktop monitors;...
TickerMine submits: Each day, Wall Street is flooded with stock research offering a multitude of conflicting investment opinions. As such, TickerMine is not in the business of providing more opinions. We believe that accurate raw data points can be used to gain insight in to the stock...
Glen Bradford submits: Attention all you Google GOOG and Apple AAPL fans. It's time to buy. Apple is priced to grow at 10.8% and is clearly capable and expected to do much more (Analysts expect 23%). Google is priced to grow at 13.1%, and is expected to do 26%. I...
Zach Bass submits: Ok, now before you get your pants in a bunch, listen to what I'm saying here, and take note of the facts. Apple AAPL is the de facto leader of the Technology Sector - fact. Apple has broken through its long-term trend line - fact. Apple...
Chad Brand submits: There are many times, particularly in bear markets like this one, when I look at a company and am quite baffled as to how investors can let a stock drift so low. Then I remind myself that Wall Street is short-term oriented and only cares about...
Brian Griffin submits: I am currently short Garmin GRMN. I believe that while the current year's earnings/revenues may be achievable, the company is headed down the wrong path in the wrong industry. Garmin trades at about 10x consensus FY08 expectations of $3.95. Many will argue that this is simply...
Paul Carton ChangeWave Alliance submits: The latest ChangeWave consumer survey points to still further declines in consumer spending going forward despite a slight improvement in consumer confidence. But how is the decline in spending affecting key sectors like consumer electronics and PCs? To find out we looked at...
Bapcha's Stocks submits: Back in October of 2001, Apple AAPL introduced the first iPod. Apple’s press release read - an “Ultra-Portable MP3 Music Player Puts 1,000 Songs in Your Pocket.” Priced at $399 a pop and aided by really slick advertising, it was an instant hit, that put Apple on...
Greg Gerber submits: I consider myself pretty knowledgeable when it comes to emerging trends in tech. One of my favorite stories right now revolves around the smartphone market and the battle for mobile operating system dominance. The companies in this space are extremely experienced and know how to capitalize...
Turley Muller submits: Apple Inc. AAPL $152.65 - Apple introduced the new 3G iPhone model on July 11th, and sales thus far look to be impressive. Using the OS market share data from Net Applications and the IMEI tracking data from the Mac Observer’s Apple Finance Board, iPhone sales...
Compete submits: Not long ago, I bought a brand new 46” LCD HDTV just in time for football season so I could see every individual blade of grass swoosh by as my beloved Patriots went for touchdown after touchdown. And then… well, you all know what I’m talking about,...
Compete submits: Analysts generally weren’t too impressed with Steve Jobs’ announcements about new iPod features and lower prices last week in San Francisco. But in light of the new iPhone 3G released in July with a lot of hype and a lower price, the new $229+ price tag on...
Bapcha's Stocks submits: I was talking to a couple of people I know, and e-mailing a few more regarding Samsung’s (SSNLF.PK) $26/share offer for SanDisk SNDK - and SNDK’s prompt rejection of the [as it is now] - friendly overture from Samsung. So, the question was - is a hostile...
FP Trading Desk submits: Research in Motion Ltd.'s RIMM subscriber base is vulnerable to the U.S. financial services meltdown but it won't hugely impact the BlackBerry makers earnings, says Citigroup Global Markets analyst Jim Suva. In a note to clients, he said: by FP Trading Desk
Dean Bubley submits: MIDs Mobile Internet Devices are being pushed by some notebook OEMs and silicon suppliers as the next big convergent handheld category. I've seen some presentations pitching the notion that they'll subsume smartphones, encroach on netbooks and UMPCs, and obsolete standalone GPS devices and media players.There's no...
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