Data Center Knowledge (Free subscription) | 08/13/2008
It's been a busy week in the content delivery network (CDN) business. Here's a look at the latest headlines: Limelight Networks (LLNW) reported its second quarter earnings yesterday, with sales of $30.3 million, slightly above analyst expectations. See coverage from Eric Savitz at Barron's and... Read more at our web site
VOIP IP Telephony (Free subscription) | 08/08/2008
According to Munster, one of the most bullish analyst on Apple (AAPL) shares are on the buy list and carries $250 price tag according to an article written by Eric Savitz states that there will be some where around 45 million morons or semi morons that unable to do proper calculations get drawn into headlight of low price of iPhone . I saw about 4 of those morons today as I rode the elevator for less...
Earth2Tech (Free subscription) | 08/07/2008
Solar installer Akeena Solar, the company behind a Lego-like modular solar rooftop system, is in need of some sunshine today. The company saw its loss for the second quarter widen to $5.1 million from $1.92 million a year earlier, while its revenues shrank slightly, to $7.06 million from $7.51 million. Sales of commercial installations, however, [...]
Climateer Investing (Free subscription) | 07/30/2008
When this news crossed the wire a couple weeks ago I decided against posting it: Solar, polysilicon strategies pay off for Hoku Scientific thinking "the company is so small and besides, who needs another polySi manufacturer". Today Eric Savitz informs us: Hoku Scientific (HOKU) shares are sharply higher after the company announced a 10-year, $298 million contract to supply polysilicon to China-based...
TreoCentral (Free subscription) | 07/30/2008
According to a post by Barron's Eric Savitz, Palm (PALM) might have an upside surprise in its fiscal first quarter (which ends in August). In a research note published on Monday, RBC Capital's Mike Abramsky raises that possibility referencing the company's 10-K filed on Friday. In it, Palm disclosed a Q4 backlog of $238 million, up from $185 million one year earlier, and $121 million two years earlier....
MobileTechNews (Free subscription) | 08/01/2008
Barron's reports Morgan Keegan's Tavis McCourt found Verizon Wireless has made big price cuts in several BlackBerry models and LG and Samsung smartphones.
Climateer Investing (Free subscription) | 07/24/2008
Eric Savitz has been on top of the action this week. The analyst he quotes is the fellow who was negative on MEMC two days ago and went positive after the "whiff". From Barron's: Applied Materials (AMAT) has seen recent slippage of project schedules in its solar business “nearly across the board,” according to Citigroup analyst Timothy Arcuri . Applied has built a new business around supplying tools...
iPod Observer (Free subscription) | 07/23/2008
Dow Jones has allowed its employees to use an iPhone to access corporate e-mail, according to Eric Savitz at Barron's on Wednesday. However, the RIM BlackBerry remains the "Dow Jones standard". Mr. Savitz suggested this may be the route many companies go.
Valleywag (Free subscription) | 07/14/2008
Viacom's legal spat with Google has the media conglomerate cast in copyright-hating, freedom-to-upload-videos-loving Silicon Valley as a mustachio-twirling villain, out to expose YouTube viewers'... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]
Sramana Mitra on Strategy (Free subscription) | 07/10/2008
I haven’t written about MercadoLibre in a while … yesterday, Eric Savitz reported over at Barrons, that its CEO Marcos Galperin terminated an over 1.7 Million shares stock sale plan, which sent the stock up $4.44, or 16.6 percent, to $31.23.
Climateer Investing (Free subscription) | 07/02/2008 | World
Eric Savitz has been all over this story. From Barron's Tech Trader Daily: The sell-off in the solar sector continues today, due largely to ongoing concerns about a proposal for a sharp reduction in solar subsidies in Spain. As I noted yesterday , the Spanish government is considering a proposal which would put a 300 MW cap on subsidized solar installations, with a reduction in the subsidy to 33 Euro...
The Stalwart (Free subscription) | 07/01/2008
As Eric Savitz points out, National Semiconductor is the latest chipmaker to announce some solar power stuff. This is getting pretty common. Of course Cypress spun of Sunpower and that appears to be a real business. Applied Materials also has...
The Huffington Post (Free subscription) | 06/30/2008
Originally posted at footnoted.org. We interrupt our regular trawl through the filings to talk about something that's been on my mind all week: what happens...
Footnoted.org (Free subscription) | 06/27/2008
We interrupt our regular trawl through the filings to talk about something that’s been on my mind all week: what happens when someone uses a popular Internet site to bash a company and basically games the market. I’ve been interested in this ever since I first wrote about online message boards for the NY Times [...]
