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Thursday, August 6, 2009

PCS: Buckling Under the Weight of Sprint, Verizon

Tiernan Ray

The cut-rate prepaid cellular market, though representing fully a third of the growth in wireless in the U.S., is not always a comfortable place to be, as evidenced by the results today from Metro PCS, the discount prepaid cellular operator whose stock was cut by a third after disappointing Q2 earnings.

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Monday, June 1, 2009

Solar: Street Feeling Upbeat After Intersolar Conference

Eric Savitz

It’s a nice day for the solar sector, which is getting a boost from a flurry of analyst comments following the recently completed Intersolar trade show in Munich.

“By the end of Intersolar, we sensed growing, albeit cautious optimism,” Cowen’s Robert Stone writes in a research note this morning.

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Wednesday, May 20, 2009

A Software IPO! SolarWinds Prices At $12.50 a Share

Eric Savitz

Wow, an actual, honest-to-goodness, venture-backed software IPO.

We’re getting one today.

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Tuesday, December 30, 2008

Google: Weisel Sees Search Momentum Holding Up

Tiernan Ray

Citing ComScore data from last night’s search engine results for November, Thomas Weisel analyst Christa Quarles concludes that “Google continues to gain audience market share from its competitors and dominates the rankings globally while both Yahoo! and Microsoft continue on a downward trend.”

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Monday, December 22, 2008

Yahoo: Weisel Sees Catalysts, but Chops Numbers on Declining Display Ads

Tiernan Ray

In a report today, while chopping estimates slightly for Yahoo, Thomas Weisel analyst Christa Quarles takes a look at “2009 Potential Catalysts” for Yahoo shares–revolving, of course, around the matter of a potential deal to sell Yahoo assets to Microsoft.

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Monday, December 1, 2008

Dell: Weisel Sees Bad Omens in Weekend Store Checks

Eric Savitz

Dell shares are down today after a disappointing Black Friday weekend at Best Buy stores. A survey of 35 PC experts indicates that salespeople prefer HP to Dell by a margin of 5 to 1, and that Dell is the only brand at Best Buy with negative comments–pointing to potential quality issues.

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This is a section of the All Things Digital Web site featuring posts from around the Web, from other Dow Jones properties and also original pieces we solicit. The section is now explicitly labeled that it comes "from other Web sites."

We are fully aware of the controversies around how linking and aggregating is done on the Web and we, in no way, are attempting to "scrape" original content created by others. Instead, regarding third-party posts, we are trying to point readers of this site to other posts from around the Web that we admire and are trying to do so in the quickest manner possible.

The Internet is full of terrific content that is not ours and we want to help our readers find it by making editorial suggestions--Look, Mom, no algorithm!--of posts we think are worth their time.

That is why we have made even more changes to Voices to ensure we do this in the most transparent and timely way. While we don't expect that everyone will agree with our policies, we have made changes that reflect our intent in pointing to content outside our site.

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