Global chip revenues in the third quarter are getting a big boost from inventory restocking, according to the research firm iSuppli.
According to iSuppli, in the second quarter inventories dwindled to “lean, but appropriate levels,” in a reversal of the excess inventory levels reached in 2008.
Chinese Web portal and mobile phone content provider Sina’s deal to acquire the billboard operations in China of Focus Media Holding has collapsed today, almost ten months after it was first announced.
Raising estimates on expectations of stronger spending by telephone companies, Barclay’s Capital analyst Jeff Kvaal today raised his rating on Cisco Systems to “Overweight” from “Equal Weight” and raised his price target to $28 from $24. Cisco shares are up $1.12, or 5%, at $23.75.
Xerox shares are coming under heavy pressure this morning after the company announced it would acquire computer services firm Affiliated Computer Services for $63.11 per share in a combination of cash and stock. Xerox said in a press release the deal will make the combined company a $22 billion “global enterprise for document technology” and will advance Xerox in the “$150 billion market for business process outsourcing,” often known as “BPO.”
On a slow news day, The Wall Street Journal has dusted off the old telco-buys-sat TV company rumors.
In a Heard on the Street piece, The Journal says that the odds of Verizon buying DirecTV could be shortening.
Research in Motion shares are getting clobbered this morning after the company yesterday issued weaker-than-expected revenue guidance for the fiscal third quarter ending in November.
In a lengthy filing with the SEC, Omniture provides a detailed time-line of the events that culminated in its agreement to be acquired by Adobe Systems for $21.50 a share. There are several fascinating aspects to the company’s account.
Sometimes the good news is the bad news. Or vice versa.
Consider, for instance, today’s call on Microsoft by Caris & Co. analyst Curtis Shauger.
In a research note today, Shauger warned that weakening Xbox sales were likely to hurt top-line results for both the fiscal first quarter ending September and for the June 2010 fiscal year.
Deutsche Telekom, parent of U.S. mobile operator T-Mobile, is holding talks about gaining access to spectrum controlled by Clearwire and MetroPCS as a way to build out 4G wireless service, according to Bloomberg, which cites “two people familiar with the matter.”
RealNetworks shares have spiked more than 10 percent this morning, on zero news.
TheStreet.com notes that there has been “heavy upside options activity” in the shares, asserting that “volume was nothing short of explosive” in both the stock and the options.
Take-Two Interactive shares are trading lower after Morgan Wedbush analyst Michael Pachter cut his rating on the stock this morning to Neutral from Outperform. He keeps a $13 price target on the stock, which closed Friday at $11.73.
Clearwire today announced the launch of its a developer version of 4G service in the Bay Area. The developer version of the WiMax-based network covers “more than 20 square miles” in Santa Clara, Mountain View and “parts of downtown” Palto Alto.
In order to win European Union regulatory approval for the pending acquisition of Sun Microsystems, Oracle may need to spin-off or sell Sun’s MySQL open-source database business, according to analyst Trip Chowdhry, of Global Equities Research.
So here’s the thing about the smartphone market: there are way too many of them.
The year 2010, JMP Securities analyst Samuel Wilson asserted in a report this morning, “should be the year of the shakeout in smartphones.” He believes most of the market share and carrier focus will consolidate around three vendors.
In a bold and controversial call, Citigroup analyst Jason Bazinet this morning proposed a cable industry mega-deal: he thinks Comcast should buy Time Warner Cable.
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