Posts by: Steve Birenberg
A good friend and client is a huge Steelers fan. Being a Buffalo Bills fan I don’t know how I can stand the guy as they are probably going to…
Apple is now up about 10% this year and almost 20% from just before it reported its December quarter. I think there a few things at work and that the…
Immediately below are two comments on AT&T's 4Q08 earnings report. The first one is my immediate reaction writtne prior to the conference call. The second one is my summary of…
AT&T is projected to report EPS of 65 cents on revenues of $31.35 billion. A negative reaction to Verizon's report and some negatives that cropped up took T shares down…
I went to the Sundance Film Festival for the second year whereI saw eight films over two days. If I had a longer stay I would cut down to three…
I have to admit a sense of great relief following Apple's December quarter earnings. The numbers were great and guidance for the March quarter was much better than feared. A…
While you are reading this I'll be heading to O'Hare to hop a plane to Salt Lake City on my way to Park City and the Sundance Film Festival. The…
There seems to be no place in media to hide as estimates continue to fall and no signs of recovery in advertising or other key revenue drivers is apparent. One…
In big news for media and telecom, major media outlets are reporting that President-elect Obama will nominate Julius Genachowski to head the Federal Communications Commission (FCC). Genachowski was technology adviser…
Northlake's monthly Market Cap and Style models favor Small Caps and Value for January. As a result, client and personal accounts have a position in the Russell 2000 (IWM or…
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