GOOGAnalysts See a Buying Opportunity in Google07/24/08
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7/18 - "So, there are a couple of ways to think about Google’s (GOOG) big post-Q2 sell-off this morning. For starters, as I noted last night, there seems to be increasing evidence that online advertising is actually feeling the effects of the slower economy...On the other hand, the legion of analys...
VMWCEO Change, Business Conditions, Spin-Off Possibility Factor Into Analyst Views on VMWare07/11/08
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7/9 - "Several analysts this morning actually asserted that replacing Greene with former Microsoft exec Paul Maritz should be considered a positive development for the company. “It was not a completely unexpected move,” writes Citigroup’s Brent Thill. “We believe Greene did an admirable job taking th...
GOOGYHOOAnalysts: Recent Deal Great for Google, Moderately Good for Yahoo!06/15/08
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6/13 - "Imran Khan, J.P. Morgan: “We think that Google is the big winner in this deal. We think Google will benefit in 3 key ways: 1) we think Google will gain ~$90M in net revenue from the outsourced Yahoo! search, 2) Google could gain an additional $182M in F09 net revenue through migration of some...
DELLMany Analysts Still Skeptical on Dell Following Earnings05/30/08
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5/30 - "...the Street is still sharply split on the stock. The bulls think the turnaround at the company is just getting underway, with recent cost-cutting just beginning to pay off. But the the bears remain skeptical about how successful the turnaround plan will be, and advise steering to competitor...
CRMJeffries Upgrades Salesforce, Sees It as a "Web 3.0" Play05/23/08
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5/22 - "Salesforce.com (CRM) is the thing you’ve been waiting for: a play on Web 3.0.
At least, that’s the way Jefferies & Co.’s Ross MacMillan sees it. He raised his rating on the stock today to Buy from Hold, and upped his price target to $77 from $49. The move comes one day after the company re...
HPQAnalysts Split on HP-EDS Deal05/15/08
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5/13 - "Clearly, the Street is not crazy about Hewlett-Packard’s (HPQ) plan to acquired Electronic Data Systems (EDS). In two days, the Street has knocked about 10% off HP’s stock price, chopping its market cap by about $12.5 billion, almost equal to the $13.9 billion deal price. The obvious question...
CSCOAnalysts Positive on Cisco's Execution, But Concerned About Weak Demand05/07/08
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5/7 - "Orders in the U.S. are growing in the mid-single-digit range; given that the domestic market is still a large slice of the company’s revenues, it will likely take a U.S. economic recovery before Cisco can get back on track with its long-term goal of top-line growth in the 12%-17% range."
"S...
SAnalysts Skeptical on Sprint Acquisition Prospects05/05/08
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5/5 - "While Sprint Nextel (S) shares are higher this morning on reports that T-Mobile parent Deutsche Telekom (DT) is mulling an acquisition offer, the Street is skeptical about the prospects for such a deal."
"Phil Cusick, Bear Stearns: “While the U.S. market needs consolidation, this deal is un...
WFRJ.P. Morgan Downgrades MEMC; Concerned about Capacity Levels, Pricing, Subsidy Reductions05/01/08
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4/30 - "MEMC Electronic Materials (WFR) shares are down sharply today after J.P. Morgan analyst Christopher Blansett cut his rating on the stock to Neutral from Overweight...Blansett wrote in a research note this morning that the polysilicon wafer supplier “faces increasing near-term headwinds given ...
MSFTAnalysts Pleased with Microsoft's Guidance, Concerned About Weak Vista Sales and Yahoo!04/25/08
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4/25 - "The Street commentary on the stock this morning is mixed; the bulls have latched on to the better-than-expected outlook for the June 2009 fiscal year. The bears have zeroed in on the weak Vista results in the latest quarter. The fence sitters want resolution on the Yahoo situation."
"Brend...
AAPLAnalysts Generally Bullish on Apple Results, But Concerned About Gross Margins04/24/08
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4/24 - "Most of the Street commentary this morning is bullish - as you will see many analysts raised price targets - but the disappointing margins were all much discussed. Another factor noted by a few analysts was the boost to EPS from the lower than expected tax rate, at 29% versus a forecast 32%."...
EBAYAnalysts on eBay: Nice Quarter, But More Work Needed04/22/08
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4/17 - "Last night, eBay delivered the quarter many bulls had hoped to see, with better than expected revenues and profits. But the stock is sliding today, as the Street pokes holes in the numbers. The stock had rallied 25% over the last month heading into last night’s report, so what we’re seeing to...
YHOOPiper Jaffray: Microsoft-Yahoo! Deal at $31 Now "Inevitable"04/10/08
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4/8 - "Piper Jaffray’s Gene Munster thinks so. In a research note yesterday, he wrote that it now appears “inevitable” that the company will sell to Microsoft (MSFT) at the current $31 a share bid price...Munster says he talked to 20 YHOO institutional investors, and that the majority prefer the curr...
AMATAMAT Removed from Citi's Top Picks List, Downgraded by Credit Suisse04/07/08
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4/7 - "Citigroup’s Timothy Arcuri swapped Applied off of his firm’s “Top Picks Live” list, which sounds more like a bad reality TV show than a list of stock picks, replacing it with KLA Tencor (KLAC). Arcuri still has a Buy rating on AMAT."
"Credit Suisse’s Satya Kumar this morning hut his rating ...
GOOGCiti Trims Google Target on Paid Click Deceleration04/02/08
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3/31 - "Citigroup’s Mark Mahaney this morning trimmed his price target and earnings estimates for Google (GOOG), citing evidence of deterioration in paid click growth."
"Mahaney maintains a Buy rating on the stock, but cuts his price target to $600 from $625."
AKAMCitigroup: Akamai a Buy04/01/08
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3/31 - "Citigroup’s John Reilly Walsh is out pounding the table on the stock today, repeating his Buy rating and advising investor to take advantage of the weakness."
"Walsh contends Akamai’s business remained strong, driven by e-commerce growth and the explosion in demand for online video. He say...
AMDAMD: J.P. Morgan Sees Possible Q1 Whiff; Cuts Ests03/31/08
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J.P. Morgan’s Christopher Danely this morning warned that Advanced Micro Devices (AMD) is likely to report Q1 revenues below company guidance calling for a “seasonal” March quarter.
Danely now sees the company losing $1.40 a share this year, compared with a previous estimate of a loss of $1.32. Fo...
SCMCSAClearwire, Sprint Up; Comcast Off on Possible WiMax Deal03/30/08
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3/26 - "The Wall Street Journal is reporting that cable operators Comcast (CMCSA), Time Warner (TWX) and Bright House Networks, as well as Intel (INTC) and Google (GOOG), all are in talks about funding a nationwide WiMax-based wireless broadband network that would be operated by Sprint Nextel (S) and...
AAPLBofA Sees iPhone Build Plans at 3M in Q2, 8M in Q303/28/08
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3/28 - "Bank of America’s Scott Craig this morning wrote that Apple (AAPL) plans to build over 3 million current and 3G iPhones in the June quarter, and 8 million-plus in the September quarter. Craig says his current estimate that the company will sell 8 million iPhones in calendar 2008 - below the c...
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