Category Archives: Uncategorized

Intel’s numbers say it all: Revenue down 12% yoy Operating income down 49% Net income down 45% EPS down 43% Terrible guidance Geography also hurt with Europe down 26% and Asia-Pacific (the world’s fastest growth region) down 16%. These numbers … Continue reading →

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Analysts and the press focused on JP Morgan’s weak fixed income results today. JP Morgan has been getting squashed by its competitors from Bear to Goldman to Lehman to Merrill on this front. However, Jamie Dimon has been saying consistently … Continue reading →

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Susan Decker, CFO for Yahoo, threw out financial metrics during yesterday’s conference call that are usually applied to value stocks. Is she nuts? On the surface, Yahoo trades at 60x 2006 GAAP EPS. How can one suggest 60x earnings falls … Continue reading →

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Level 3 announced the acquisition of ICG, which owns quality assets in Colorado and Ohio. This comes on the back of Progress Telecom which is focused in the southeast and the acquisition of Wiltel in 2005. SBC acquired AT&T’s long … Continue reading →

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US Reports Another Trade Deficit: What A Waste Of A Stat The US reported a $65.7 billion trade deficit for the month of February. For all of 2005, the deficit was $724 billion. Once again, the press jumped all over … Continue reading →

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WOW!!! What results! Who would have ever thought this from AMD. YOY revenue growth of 20% for 11 consecutive quarters Channel partners continue to improve, which is important for this company that has a history of chip durability. HP, IBM, … Continue reading →

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Great results for such a large company, but everything is so ho-hum. Everything seems so stable and predictable. One could almost fall asleep during the call. • For the first quarter, EPS up 19%, cash generation up 100%• Global infrastructure … Continue reading →

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After posting the AES blog last Thursday, Citigroup issued a report on Monday upgrading the stock to a buy with a target price of $20. The reasoning behind Citigroup’s upgrade are the reasons listed in last week’s blog, the most … Continue reading →

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AES held its year-end 2005 conference call this morning after releasing results on Tuesday. AES, once a high flyer during the 1990s and a major holding in virtually all growth portfolios, is receiving little attention from the investment community as … Continue reading →

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The Information Age: Interesting Quote In a speech this week, UK’s foreign secretary Jack Straw alluded to a report by leading Arab intellectuals living in the free world. The report said that Hewlett Packard in one month signs as many … Continue reading →

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