Friday, June 26, 2009
Does John Malone Want To Own AOL?
Does Liberty Media want to own AOL?
CNBC’s David Faber raised the question this morning at the tail end of a long interview with Liberty Media CEO Greg Maffei.
Wednesday, June 24, 2009
Google Unveils AdSense For iPhone, Android Apps
Google today announced AdSense for Mobile Applications, a service that allows developers to display text and image ads in applications for the Apple iPhone and Google Android operating systems.
Apple: iPhone 3GS Materials Cost Similar To Last Version
The bill of materials for the Apple iPhone 3GS is comparable to model it replaced, according to market research firm iSuppli, which conducted a detailed tear-down of the new version of the phone.
Tuesday, June 23, 2009
Motorola: Seeing Turnaround Ahead, Merrill Turns Bullish
Motorola shares are getting a boost from Bank of America/Merrill Lynch analyst Tai Liani, who this morning raised his rating on the stock to Buy from Neutral, setting a price target of $9, up from $7.
Intel Tuesday To Make “An Important Announcement;” Reportedly To Sell Chips To Nokia (Updated)
I have no idea if this is actually significant, but for the record: Intel late today sent the media a notice that the company plans to make “an important announcement” Tuesday morning.
Monday, June 22, 2009
Yahoo: Carol Bartz Live From Stanford Directors’ College
Ah, Father’s Day. The perfect time to kick back, fire up the grill, grab a cold one and watch a game on the tube, surrounded by the rest of the clan, all catering to your every whim.
Saturday, June 20, 2009
Whose Yahoo?
After her two predecessors failed in recent years to counter Google’s conquest of Yahoo!’s once-dominant position in Internet search, or to win over investors, new CEO Bartz brings strong software-engineering and management skills to the job. At her previous post atop Autodesk, she remade the business, sharply boosting margins, earnings and revenues and increasing the share price nearly tenfold.
Friday, June 19, 2009
Activision Says It Might Stop Supporting Sony Playstation
Activision Blizzard CEO Bobby Kotick the London-based Times that the video game company might stop making games for the Sony Playstation.
Attention Iranian Protesters: Facebook, Google Translate Now Do Persian (Updated)
Given the buzz over the last few days about the role that Twitter has played as a communications platform for the Iranian protesters, it would be tempting to take a cynical view about the fact that Facebook today is announcing that it is launching a new version of the site…in Persian.
Thursday, June 18, 2009
Broadcom: Charter Equity Turns Bullish; Cites Nokia Deal
Charter Equity Research analyst Edward Snyder today lifted his rating on Broadcom to Buy from Market Perform. In his research note, Snyder said he expects to see an increase this fall in the company’s revenue from the wireless segment as volumes rise in shipments of EDGE system-on-a-chip components to Nokia for its low-end phones.
GOOG: Credit Suisse Ups Ests; But Sees Dings From Bing
Credit Suisse analyst Spencer Wang this morning repeated his Outperform rating on Google, while increasing his price target on the stock to $475, from $400. He also lifted EPS estimates on the company: for Q2, he now sees $4.99, up from $4.48. For the full year, he goes to $21.07, from $19.78.
SanDisk: Needham Turns Bearish; NAND Glut Looming?
SanDisk shares are coming under pressure this morning after Needham analyst Y. Edwin Mok cut his rating on the stock to Under Perform from Hold.
Mok writes in a research note that the downgrade reflects “early signs of weakness in the NAND flash memory sector that we believe will lead to lower prices.”
Google: Pretty Pictures? Sure, We Can Do That
Hmmmm….I wonder where they came up with this idea….
Google announced that “to kick off the summer season,” it has launched a new collection of nature themes for iGoogle, its personalized home page service.
Wednesday, June 17, 2009
Online Ads: June Results Look Disappointing, Analyst Says
The rebound of the online advertising sector appears to be temporarily delayed.
JMP Securities analyst Sameet Sinha writes in a research note that “after a strong March, a solid April and an in-line May,” there had been talks of an online ad turnaround.
Tuesday, June 16, 2009
Smart Phones: Canaccord Advises Taking Profits
The cell phone market right now is awash in buzz, with the debut of the Palm Pre, updated Apple iPhones on the way and new models coming from Research In Motion and others.
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