Eric Savitz (Barron's) hasn't made any stock picks yet.
Blog Posts
DELLDell Post-Mortem: Sales Going Down, But Hope for Profit Springs Eternal11/21/08
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Dell (DELL) hit a new 52-week low today, $8.72, before closing down 51 cents, or 5%, at$9.30, after last night reporting sales that missed estimates by a billion dollars and called the global IT demand outlook “challenging.” The stock was downgraded from “Outperform” to Market Perform” toda...
ORCLMSFTAutodesk Downgraded on Emerging Market Weakness11/21/08
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Shares of computer-assisted design software maker Autodesk (ADSK) hit a new 52-week low of $12.45 today before closing down over 14%, or $2.45, at $14.37, after the company last night said it is seeing slowing in its U.S. business and “headwinds” globally. The stock was downgraded today by Robert...
CNQRAMEXCaris & Co. Initiates 4 Software Cos.; Sees Value, Growth in Web-Hosted Apps11/21/08
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Caris & Company analyst Chris Shauger today initiated coverage of four enterprise software firms — Ariba (ARBA), Concur Technologies (CNQR), Salesforce.com (CRM), and Taleo (TLEO) — with “Buy,” “Average,” “Above Average,” and “Average” ratings on their shares, respectively. In...
SATSTIVOTiVo Slides As Court Plans Hearing In EchoStar Case11/21/08
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TiVo (TIVO) shares are down sharply this morning following the latest twist in its patent infringement litigation against Echostar (SATS) and DISH Network (DISH). (I would note that the case was originally filed against Echostar, which has since spun-off its satellite television business as DISH.)
In...
Tech Trader Daily is a blog on technology investing written from Palo Alto, California by long-time B
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Tech Trader Daily is a blog on technology investing written from Palo Alto, California by long-time Barron’s West Coast Editor Eric J. Savitz. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields.
Eric joined Barron’s as a feature writer in New York in 1988, after four years at the Dow Jones news wires. In 1995, he moved to California as the magazine’s first reporter in Silicon Valley, creating the Plugged In column. Eric left Barron’s in 1998 to become executive editor of The Industry Standard. He rejoined Barron’s in Palo Alto in late 2001. Eric also writes the monthly Tech File column for Smart Money magazine.
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