Here are some things going on this morning in your world of tech: Sprint-Nextel (S) this morning raised its bid to acquire the 50% of its broadband wireless partner, Clearwire (CLWR), that it doesn’t... Read More
from Tech Trader Daily
Piper Jaffray‘s Gene Munster this afternoon offers a brief update on the state of Apple‘s (AAPL) Mac computer business, writing that data from research firm NPD suggest that sales in the month of April... Read More
from Tech Trader Daily
Here are some things going on this morning in your world of tech: The Financial Times‘s Venessa Houlder late yesterday wrote that a former Google (GOOG) employee has told the U.K.‘s government that... Read More
from Tech Trader Daily
UNXL Plunges 26% on a Day of Rumors and More Rumors
May 17, 2013
Shares of Uni-Pixel (UNXL) today plunged $9.55, or 26%, to $27.19, in what appears to have been a cascade of negative rumors for the maker of touch-sensing mesh technology. Williams Financial Group‘s... Read More
from Tech Trader Daily
Shares of Dell (DELL) are up a penny at $13.44 as the Street this morning contemplates last night’s report of fiscal Q1 profit well below expectations, as the company meanders through an M&A battle... Read More
from Tech Trader Daily
Here are some things going on this morning in your world of tech: Shares of Aruba Networks (ARUN) are down $4.68, or almost 27%, at $12.92 in early trading, extending losses suffered in last night’s... Read More
from Tech Trader Daily
DELL FYQ1 Rev Beats, EPS Misses
May 16, 2013
Dell (DELL) this afternoon reported fiscal Q1 revenue that beat analysts’ estimates, and earnings per share that missed, meeting expectations in the media preceding the announcement. Revenue in the... Read More
from Tech Trader Daily
Shares of Advanced Micro Devices (AMD) are down 63 cents, or 14.4%, at $3.75, after Goldman Sachs chip analyst James Covello cut his rating on the stock to Sell from Neutral, despite raising estimates,... Read More
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Morgan Stanley’s Joseph Moore today reiterated an Underweight rating on shares of Intel (INTC), and a $20 price target, writing that he believes the company can hold its own against competitors in the... Read More
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CNBC this morning hosted Appaloosa Management’s David Tepper, who said Apple (AAPL) is still a good investment, but he’s waiting to find out if the company is going to introduce something... Read More
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David Faber on CNBC just now said unnamed sources tell him Dell‘s (DELL) earnings will come out sooner than the May 21st date the Street has been expecting, instead to be broadcast tomorrow. “Dell will... Read More
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Following Carl Icahn‘s announcement this morning he proposed a leveraged recapitalization of Dell (DELL), in partnership with Southeastern Asset Management, in competition with CEO Mike Dell and... Read More
from Tech Trader Daily
Shares of disk drive makers Seagate Technology (STX) and Western Digital (WDC) today are down $1.85, or 4%, at $40.47, and $1.27, or 2.2%,a t $57.74, respectively, after noted short seller Jim Chanos... Read More
from Tech Trader Daily
Short seller Jim Chanos, of Kynikos Associates in New York, just proposed a concise case for selling two big disk drive makers at today’s Ira Sohn Conference. Introduced by Barron’s Roundtable member... Read More
from Tech Trader Daily
The bulls on Intel (INTC) are out in force today. In addition to a note this morning from B. Riley & Co.’s Craig Ellis cheering the appointment of COO Brian Krzanich as the company’s new CEO, and also... Read More
from Tech Trader Daily
B. Riley & Co.’s Craig Ellis this morning catches up to Intel‘s (INTC) two significant announcements from the last two weeks, the appointment of COO Brian Krzanich as the company’s new CEO, announced... Read More
from Tech Trader Daily
The Street today is preparing itself for Nvidia‘s (NVDA) fiscal Q1 earnings report on Thursday afternoon, after the bell. The shares today are down 18 cents, or 1.2%, at $13.65. Analysts are on average... Read More
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Here are some things going on this morning in your world of tech: It’s a Windows kind of morning, with Microsoft‘s (MSFT) head of the Windows division, Tami Reller, disclosing in a Q&A posted by the... Read More
from Tech Trader Daily
Shares of Intel (INTC) today are down 6 cents at $23.90 despite a couple of positive notes from the Street. RBC Capital‘s Doug Freedman raised his rating on the shares to Outperform from Sector... Read More
from Tech Trader Daily
Shares of Facebook (FB) this afternoon are up $1.45, or 5.3%, at $28.88, after the company last night reported Q1 revenue that topped expectations, including revenue from mobile advertising that was... Read More
from Tech Trader Daily
Shares of Seagate (STX) are up $2.73, or 7.4%, at $39.67, and were as high as $39.92 at one point, after the company last night reported fiscal Q3 revenue and earnings per share that topped consensus,... Read More
from Tech Trader Daily
Intel: Next CEO Must Re-invigorate Computing, Says UBS
April 30, 2013
UBS semiconductor analysts Stephen Chin and Steven Eliscu today offer their thoughts on what the next CEO of Intel (INTC) needs to do as Paul Otellini steps down next month. Intel has not yet decided... Read More
from Tech Trader Daily
INTC: Street Underestimates x86, PC Prospects, Says Wells
April 29, 2013
Wells Fargo‘s David Wong today offers up a long (80 pages) quarterly report on microprocessors, writing that recent negative estimates for the PC market may be a bit overdone, and that in his view... Read More
from Tech Trader Daily
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