The Inquisitive Mind

The tech-ticker on Yahoo! Finance had an interesting article about Apple zealots posting extremely critical messages in response to an article by Barron’s Eric Savitz which highlighted negative comments by Toni Sacconaghi, a Berstien Research analyst. It got me thinking about why companies have such loyal fanboys?
Two Silicon Valley companies come to mind, Apple [...]

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Apple’s COO Tim Cook made a presentation at the Goldman Sachs Technology Investment Symposium earlier today. The call was very bullish and tore to shred all the doubts that had been raised by different analysts about Apple’s business prospects. MacDailyNews has live notes about the call.
Some highlights:
• iPhone sales target of 10 million affirmed
• [...]

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Google’s stock has been hammered over the past two weeks and Henry Blodget blog posts have been in the thick of the action. Last October when Google was on a bull run, Blodget had come out with a post about Google going to $2000. He had followed up with another post on November 27, where [...]

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Henry Blodget is out with another post claiming that industry insiders are telling him that Google is extremely vulnerable to an economic slowdown. The main thesis of the article is summarized below:
A consumer who had $100 to spend before the recession and now has $50 to spend will either:
1. Click on fewer links (resulting in less [...]

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Google’s stock was down almost 4% today (Feb 19) on below average volume. The fall is being attributed to a post by the infamous Henry Blodget on his blog claiming that Google’s 10K filings are talking down future revenue. Blodget’s post was picked up by a number of other blogs and soon made it to [...]

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Microsoft came out with its long anticipated bid for Yahoo! earlier this month. From a strategic point of view, the deal makes sense for both Yahoo! and Microsoft. Thanks to Google’s dominance in the online search space, the deal is unlikely to face anti-trust issues in the USA. Though Microsoft is still grappling with European [...]

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Fears of slowdown in the US economy have pumelled the shares of leading technology companies. CSCO, APPL, GOOG, INTC and MSFT are trading significantly below (25-40%) their highs reached a few months ago. A number of these stocks had done exceedingly well during 2007 so some of the pullback is expected. However the market has [...]

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