Posts by: Steve Birenberg
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.…
Motorola (MOT) reports after the close on January 19th. I outlined my general thoughts on MOT a few days ago. I am expecting a solid quarter and decent 1Q06 guidance.…
Apple Computer (AAPL) reported excellent quarterly earnings as expected. The shares are trading lower, however, due to some controversy over APPL's guidance for revenue and earnings in the current quarter.…
In my preview note on Apple Computer (AAPL), I failed to provide an update as it relates to March quarter guidance. What the company says about guidance is probably more…
Apple Computer (AAPL) reports after the close today. Following Steve Jobs comments at MacWorld last week estimates have moved up sharply. Jobs guided to $5.7 billion in revenues for the…
As outlined below, I bit the bullet and sold all client and personal holdings in Yahoo (YHOO) this morning. I don’t think the YHOO story is over but the purchase…
NTL has raised its offer for Virgin Mobile and given minoirty shareholders an option to take stcok in the new NTL. Richard Branson has gone further and is willing to…
The holiday weekend box office did nothing to stop the skeptics worries about faltering ticket sales as total receipts were down 16% from the same weekend a year ago, although…
Blogs, press reports, and analysts are all noting that AAPL has received trademarks and patents on a series of products and services under "Mobile Me" branding. According to Pacific Crest…
Lots of news from Apple Computer (AAPL) this week coming from its annual MacWorld convention. Steve Jobs introduced new Intel-based Macs six months ahead of schedule and there were lots…
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