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Posts by: Steve Birenberg

The Fiber Threat to Cable

Last week, a fellow contributor to Street Insight, Jeff Bagley, noted via his personal experience how powerful Verizon's all fiber strategy will be in the competition for broadband subscribers. I…

Motorola Earnings Summary

Motorola (MOT) shares reacted very poorly to the company's 4Q05 earnings report and 1Q06 forecast. My thoughts on the report are in the "Continue Reading" section. Those comments are an…

Disney to Buy Pixar?

After seeing the lead article in this morning's Wall Street JournaI, I quickly reviewed several research reports from the past month which discussed the potential acquisition of Pixar by Disney.…