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- the global network of computers accessed with the aid of a modem. The Internet includes Web sites, e-mail, newsgroups, and other forums. It is a public network, although many of...
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- Bloggers Far More Accurate on Apple Than Analysts
- Ockham Research submits: Research has certainly come a long way… Fortune magazine wrote a great article Wednesday comparing the efficacy and accuracy of Wall Street research houses that follow Apple AAPL and unpaid bloggers doing the same thing. This stems from a gauntlet-style challenge being tossed from the...
- External links 2008-10-23
- Google Keeps Thriving Despite Tough Environment
- Ockham Research submits: A study of online advertising was recently released by the Interactive Advertising Bureau and PricewaterhouseCoopers. What it revealed is that internet advertising is growing despite the economic downturn. Total online advertising revenue for the third quarter neared $5.9 billion. That’s an 11% improvement from last year’s...
- External links 2008-11-20
- Google: Off to the Races?
- Ockham Research submits: “Google is another one to watch Canaccord upgraded the stock to they upgraded the price target to $450 from $300. Jefferies came out with positive comments there. Canaccord saying they see the search stock was off to the races. It did pull back just a bit...
- External links 2009-03-27
- eBay Offers Something Amazon Cannot
- Ockham Research submits: The world’s largest online auctioneer, eBay EBAY, reported first quarter earnings today. So much of the attention has been focused on another outstanding quarter put out by Apple AAPL that eBay receives little more than a passing glance from some investors. But eBay is...
- External links 2009-04-22
- Money for Breakfast Recap: Microsoft and Google at Each Other's Throats
- Ockham Research submits: Thursday’s Money for Breakfast on Fox Business Network gives viewers insights into what stories are going to dominate the headlines. One of the biggest stories Thursday morning is the dispute going on right now between Microsoft MSFT and Google GOOG who seem to be increasingly...
- External links 2009-06-18
- Microsoft and Google at Each Other?s Throats
- Ockham Research submits: Thursday’s Money for Breakfast on Fox Business Network gives viewers insights into what stories are going to dominate the headlines. One of the biggest stories this morning was the dispute going on right now between Microsoft MSFT and Google GOOG who seem to be increasingly...
- External links 2009-06-18
- Expedia: Traveling Higher on Earnings
- Ockham Research submits: Expedia Inc. EXPE stock is surging in Thursday afternoon trading advancing 13%, as the online travel site reported earnings that eclipsed Wall Street estimates. The company reported EPS ex-items of $.38 while the analysts expected just $.31. Revenue was better than estimated coming in...
- External links 2009-07-30
- Priceline: Boosted by Summer Travel Deals
- Ockham Research submits: Priceline.com PCLN stock has taken flight today after announcing some impressive earnings. The discount travel agency website followed up a strong report from competitor Expedia EXPE two weeks ago. Priceline’s quarter was easily better than the Wall Street analysts anticipated as they reported earnings...
- External links 2009-08-10
- Amazon's Growth Warrants an Upgrade
- Ockham Research submits: Analysts at Merrill Lynch/Bank of America BAC gave a boost to Amazon.com AMZN by issuing an upgrade to Buy from Neutral. Also, the analysts raised the price target for Amazon by $8 to $103, which would represent a 24% appreciation from Tuesday’s closing price. ...
- External links 2009-09-16
- Carmax Proves It's No Lemon Posting a Much Better 2Q
- Ockham Research submits: “Let me look at the Carmax results, when it came out to its earnings, higher on its earnings, better than expected figures. Ex-items for accounting purposes once you work through that come up with a comparable number, $0.44 a share versus an estimated $0.18, revenue better...
- External links 2009-09-22
- Amazon: Never Hotter Coming into Holiday Season
- Ockham Research submits: “Amazon.com up 24% right now. These are all time highs. Not just intraday highs, closing highs, etc. These are highs for Amazon since 1999. So this is not a 52-week high which is what we’ve been talking about a lot lately. This is an all time...
- External links 2009-10-23
- Amazon Taking the Fight to Wal-Mart
- Ockham Research submits: “But while media products still account for a majority of Amazon’s sales, the company’s added dozens of new products. It’s become the online Walmart, not the online Borders… Amazingly, it is much lower than Walmart, which allows it to undercut Walmart’s prices. That’s unheard of until...
- External links 2009-11-24
- Cramer Says Google Is Headed for $750
- Ockham Research submits: “Empire Google GOOG is more than doubled since the March lows, but lately over the last couple of weeks the stock seems to have hit a wall. This stock has been stalled…I say, Google, look out $600. You ain’t seen nothing yet. Pictures are worth a...
- External links 2009-12-16
Additional Resources
- Comcast Launches 4G Wireless Internet Service
- Ockham Research submits: Comcast CMCSA has become the first major cable company to begin offering wireless broadband accessible through a data card connection. The company is rolling out its initial launch in Portland, Oregon Tuesday, and intends to have the service available in Philadelphia, Atlanta, and Chicago later...
- External links 2009-06-30
- Pay Attention to Salesforce and On-Demand Applications
- Ockham Research submits: On Monday’s Mad Money, Cramer interviewed the CEO of Salesforce.com CRM. In his introduction to the interview, Cramer attempted to explain what it is that Salesforce actually does. The world of cloud computing and Software as a Service (SAAS) applications is still very new...
- External links 2009-10-06
- Netflix: Pushing the Envelope Today and into the Future
- Ockham Research submits: Netflix NFLX announced Thursday that it surpassed the ten million subscriber threshold and its pace of subscriber gains has recently accelerated . At the end of 2007 it had 7.47 million subscribers and grew at about 25% (to 9.4 million subscribers) in 2008. Now,...
- External links 2009-02-12
- Quest: Value Hunter's Dream or Sinking Ship?
- Ockham Research submits: Qwest Communication Q reported a quarterly profit that was better than expected, as net income was up 37% from last year primarily due to significant cost cutting measures. On a per share basis, last year the company made 8 cents per share, which is what...
- External links 2009-04-29
- Analyst Gets Hyper-Bullish on RIM
- Ockham Research submits: Analyst Mike Abramsky of RBC Capital has issued an extremely thorough report on his vision of where the smartphone industry is headed, and he likes what he sees. He expects the number of smartphones users worldwide will triple by 2012 representing 35% of total handsets,...
- External links 2009-08-18
- The Washington Post Could Have Further to Fall
- Ockham Research submits: Just one day after Hearst announced that there will be significant job cuts at the San Francisco Chronicle in order to keep that paper afloat, there is more difficult news from one of the East Coast’s top papers. It does not appear that the Washington Post...
- External links 2009-02-26
- Verizon: Not Thriving, But Surviving
- Ockham Research submits: Verizon Communications VZ released quarterly earnings that were up 15%, and while that sounds like an outstanding quarter it's not exactly as that topline suggests. As so often happens, the bottom line has been finessed a bit because of one-time charges. When excluding the...
- External links 2009-01-27
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