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Planar Systems F4Q08 Earnings Call Transcript
originally published on Wed, 19 Nov 2008 18:38:15 -0500 submitted by system 19 hours 25 minutes ago
Planar Systems Inc. (PLNR) F4Q08 Earnings CallComplete Story »
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Motorola: Fallen and Can't Get Up
originally published on Wed, 19 Nov 2008 15:04:56 -0500 submitted by system 19 hours 25 minutes ago
Eric Savitz (Barron's) submits: For Motorola (MOT), the darkest days may still lie ahead. Tero Kuittinen, an analyst with Global Crown Capital, this morning repeated his Underweight rating on Motorola, and cut his price target on the shares to $2.50, from $3.50. He thinks the company will miss its Q4 guidance, and fall short of the 2009 consensus “by a wide margin.” In short, Kuittinen contends that “Motorola is now on the verge of losing its status as a global handset brand...
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Corning Drops 2009 Guidance; How Low Will It Go?
originally published on Wed, 19 Nov 2008 14:29:20 -0500 submitted by system 19 hours 25 minutes ago
Ryan Barnes submits:When glass guru Corning (GLW) reported earnings on October 29, I noted my trepidation on the lowered sales outlook and the overall health of the global consumer. I also took a hard look at the balance sheet, and noted that: Pick your metric…A P/E of about 4x current earnings, $19B in assets with a miniscule amount of “opaque assets” (goodwill, intangibles) against $1B debt and a $16.5 billion market cap. There’s a lot to like about those numbers. S...
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Apple's Greatest Idea Yet
originally published on Wed, 19 Nov 2008 08:14:10 -0500 submitted by system 19 hours 25 minutes ago
Jason Schwarz submits:There is an Apple (AAPL) story that I don't want you to miss. It's bigger than the Mac, it's bigger than the iPod, and it's bigger than the iPhone. Steve Jobs briefly mentioned it in the quarterly conference call and it deserves repeating, "We've never seen anything like this in our careers".Of course, I'm talking about the App Store. This store is causing a sea change in both the mobile phone industry and the gaming industry that threatens the viability of all competito...
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How Much Will Game Theft Harm Microsoft's Xbox 360?
originally published on Mon, 17 Nov 2008 04:22:42 -0500 submitted by system 2 days 15 hours 4 minutes ago
Bruce Everiss submits:</strong<Gaming is growing massively and will soon be bigger than television and film combined. This is because gaming has the technical advantages of interactivity, connectivity and non linearity. No other entertainment medium can compete with these. These 3 technical advantages have the added benefit of making anti piracy measures relatively easy to implement. In fact, the main role of a game console is to act as an anti piracy dongle.This anti piracy advantage is a gr...
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Voice Search: A New Age Has Dawned
originally published on Mon, 17 Nov 2008 04:13:56 -0500 submitted by system 2 days 15 hours 4 minutes ago
Jack Miller submits: A friend recently demonstrated the Apple (AAPL) i-phone's ability to find the song hummed to it; a neat trick but not a "Killer Application". Killer APPS are "game changers". They are the things, that when your neighbor gets one, you have to have one. Today, Google (GOOG) voice search goes live on the i-phone. Ask 'Where is Shell Gasoline?' and the i-phone provides a Google map of your current location with Shell stations marked with teardrops. Sophisticated voice systems...
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Network DVR: First Challenge of a Connected Future
originally published on Mon, 17 Nov 2008 04:03:15 -0500 submitted by system 2 days 15 hours 4 minutes ago
Shelly Palmer submits: One important vision of the future of video distribution is the concept of making content available to consumers, WIWWIWWIW, "What I want, where I want, when I want." To accomplish this distribution goal, service providers will have to store content in a central location and transcode (prepare) it for distribution to a plurality of devices.Just think of the various screen sizes in your world. Cell phone 2 ½" diagonal, PDA 3 ½" diagonal, Video Monitor in th...
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Questioning Trimble's Share Repurchase Timing
originally published on Mon, 17 Nov 2008 03:47:00 -0500 submitted by system 3 days 10 hours 59 minutes ago
Sam E. Antar submits: In my last blog post about convicted felon turned fraud fighter Barry Minkow’s expose of corporate officers and directors misrepresenting their resumes, I closed with the following comment, “As a convicted felon, I have learned that where there is smoke there is usually fire.” In this blog post, I take a closer look at Trimble Navigation Limited (NASDAQ: TRMB).According to a Fraud Discovery Institute (Minkow’s private investigation company) backg...
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