Posts by: Steve Birenberg
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…
Over they years I have expanded my universe from media to telecom as the two industries have converged. Technology advancement has triggered the convergence as broadband wireline and wireless networks…
It's been a rough year for investors. My own performance has been mediocre with most Northlake clients plus or minus a couple of percent relative to the S&P 500. I…
This is the first of new series of column I will write. Each Monday, I will review media news and notes from the prior week which slipped past my other…
I believe the reporting of Apple's withdrawal form MacWorld after 2009 and Jobs lack of appearance this year was misreported. There is little doubt that it had a major negative…
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