by Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily
Goldman Sachs is a little bit in love with Research In Motion this morning. “…we want to take advantage of the stock’s very compelling valuation and upcoming catalysts, including the Storm launch and fiscal Q3 (November) earnings,” according to the firm’s Simona Jankowski. She believes that the launch of both the Bold and the Storm in the same quarter can reduce the risk to RIM’s numbers. Also, sales of the Bold are “off to a good start.”
by Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily
There are plenty of questions about the results Cisco will report on its earnings call tomorrow, and the guidance it’ll provide moving forward. The Street expects weakness on both counts. No prediction yet on what to expect if CEO John Chambers is Treasury Secretary by then.
by Eric Savitz, Blogger and Columnist, Barron's, Tech Trader Daily
Jabil Circuit (JBL) this morning reported pretty good results for its fiscal fourth quarter ended August–but the news nonetheless contains a potentially troubling clue about the state of business at Cisco Systems. (CSCO).
by Eric Savitz, Blogger and Columnist, Barron's Tech Trader Daily
By using more computers and mobile phones, we can cut carbon dioxide emissions by 15 percent and save $1 trillion in reduced electricity and fuel costs, according to a study from something called the Climate Group.
Bloomberg reported on the study, which it notes was funded by, among other people Microsoft (MSFT), Cisco (CSCO) and Nokia [...]
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