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Thursday, June 11, 2009

Palm Investors: All Hail Jon Rubinstein

palmJon Rubinstein’s appointment as Palm CEO was well received by investors. Clearly, the Pre father’s background at Apple and his recent efforts to rebuild Palm around a new and competitive operating system–the OS the company should have had two years ago–have convinced Wall Street that he’s the guy to bring back the company’s long-lost edge.

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Tuesday, May 26, 2009

Morgan Stanley Upgrades Apple to King of Mobile Internet

iphone_my_preciousjpgApple has $29 billion in cash, no debt, a 36 percent gross margin, and it’s on the cusp of another iPhone ugrade cycle. Little wonder, then, that analysts are raising their target prices on the company’s stock. Among those doing so today: Morgan Stanley’s Kathryn Huberty, who says “Apple is emerging as the clear leader in the battle over the mobile Internet.”

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Wednesday, December 3, 2008

Research in Slow Motion

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Tuesday, December 2, 2008

New From Google Labs: Google Layoffs?

If Global Equities Research analyst Trip Chowdhry is right, Google’s latest 10-Q is more prophecy than financial guidance, more foreknowledge than forecasting. In a dismal research note issued this week, Chowdhry suggests Google is headed for a two-year revenue contraction, one that could force the company to sack as much as 15 percent of its staff.

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About John

John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper. Read more »

Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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