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Lots of Apple Computer (AAPL) news today. UBS is out with a note claiming that Apple will enter the wireless via a mobile virtual network operator (MVNO). UBS Telecom analyst…
My attendance at the UBS Media Conference led to the delay in getting the latest model signals up on the website. Fortunately, the models did not signal change for this…
Every year I attend the UBS Media Conference in NY to get a face-to-face update with many companies in the media industry. My goals are to find new ideas for…
Bears Stearns Cable Analyst Spencer Wang recently held a conference call with a couple of experts on the opportunity that the cable industry has to offer commercial services. Today, cable…
Advertising Age is reporting that Anhueser-Busch (BUD) "2007 media plans call for significant increases in marketing spending." However, not surprisingly, the company plans to shift its mix in favor of…
Rob Martorana, my editor at StreetInsight.com, and I had an email exchange the other day surrounding the advances in digital technology for media playback. Rob was discussing his new 30GB…
Just before Thanksgiving, Disney (DIS) and Citadel Broadcasting (CDL) announced a restructuring of CDL's deal to buy DIS' radio assets. The total value of the deal has been reduced by…
I decided to step to the sidelines on Sears Holdings (SHLD). I sold all shares held by clients and personally last Thursday and Friday. I don’t really see anything in…
This weekend marks the start of Hollywood's biggest box office period besides the summer. Led by the wide releases of the latest James Bond film, Casino Royale, and Happy Feet,…
Below are two comments I wrote for StreetInsight.com in the hours following Sears Holdings (SHLD) earnings report. Overall, the quarter was OK but left some room for those bearish on…
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