http://www.wikio.com/search=Eric Savitz Wikio - Eric Savitz http://www.wikio.com/search/Eric+Savitz?rinfoid=69347394 Novell posted revenue for its fiscal third quarter ended July 31 of $245 million, ahead of the Street consensus of $241.4 million. The company had non-GAAP profits of 6 cents a share, beating the Street by a penny. Thu, 28 Aug 2008 23:30:05 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69347394 2008-08-28T23:30:05Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69347396 Dell posted stronger-than-expected top-line growth in the fiscal second quarter ended Aug. 1, but it had lower-than-expected profits as margins missed Street expectations. Thu, 28 Aug 2008 20:54:04 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69347396 2008-08-28T20:54:04Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69314388 Eric Savitz (Barron's) submits: NetApp (NTAP) shares have extended yesterday’s rally , which apparently is due to ongoing speculation that the company could be an acquisition target. Cowen’s Louis Miscioscia assessed the rumors in a research note this morning. He says an acquisition of the company is possible, but unlikely. “NetApp has a commanding presence in the NAS [network-attached storage] space, which would be attractrive to any enterprise hardware company,” he writes. “However, given timing and finances, we believe there is only one possibility as [a] candidate, IBM.” (IBM) Complete Story » Thu, 28 Aug 2008 17:49:35 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69314388 2008-08-28T17:49:35Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69314365 Eric Savitz (Barron's) submits: This has been a sleepy week here in the Valley, but it’s time to wake up: this afternoon brings a boatload of pre-Labor Day earnings news. It’s pretty much the last gasp for the June and July quarter companies; with tomorrow the last trading day of August, it’s almost time for the first round of September-quarter pre-announcements. Something to look forward to when you get back from the beach. The big news after hours will be Dell ’s (DELL) report on its fiscal second quarter ended July. The Street is expecting sales of $15.95 billion and profits of 36 cents a share. Complete Story » Thu, 28 Aug 2008 17:45:32 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69314365 2008-08-28T17:45:32Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69320685 This has been a sleepy week here in the Valley, but it’s time to wake up: This afternoon brings a boatload of pre-Labor Day earnings news. It’s pretty much the last gasp for the June- and July-quarter companies; with tomorrow the last trading day of August, it’s almost time for the first round of September-quarter pre-announcements. Something to look forward to when you get back from the beach. Thu, 28 Aug 2008 16:42:08 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69320685 2008-08-28T16:42:08Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69320687 NetApp shares have extended yesterday’s rally, which apparently is due to ongoing speculation that the company could be an acquisition target. Cowen’s Louis Miscioscia assessed the rumors in a research note this morning. He says an acquisition of the company is possible, but unlikely. Thu, 28 Aug 2008 12:15:29 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69320687 2008-08-28T12:15:29Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69221284 Oracle this afternoon named Jeff Epstein as its new CFO. Safra Catz gives up the CFO title, but remains president. Epstein will report to Catz. Thu, 28 Aug 2008 01:52:06 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69221284 2008-08-28T01:52:06Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69221287 Seagate this afternoon said it is shifting its stock exchange listing to Nasdaq, where the cool kids hang out, from the New York Stock Exchange, while maintaining its current stock symbol. Wed, 27 Aug 2008 21:11:27 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69221287 2008-08-27T21:11:27Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69197957 Eric Savitz (Barron's) submits: Globalstar (GSAT) shares are getting a lift today from the company’s announcement that satellite manufacturer Thales Alenia Space has begun production assembly, integration and testing on the first of Globalstar’s second-generation satellites. The new satellites are scheduled for delivery in less than a year. In November 2006 Globalstar contracted with Thales Alenia for 48 second-generation satellites. The company in September 2007 signed a contract with Arianespace to launch the satellites, starting in the second half of 2009. It will use Soyuz launch vehicles to put the satellites into orbit. Complete Story » Wed, 27 Aug 2008 21:04:37 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69197957 2008-08-27T21:04:37Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69192047 Cisco Systems today announced a deal to acquire privately held PostPath, a Mountain View-based provider of Linux-based e-mail and calendaring software, for $215 million. Cisco said the deal will extend the email and calendar functions of its Webex Connect collaboration platform. Wed, 27 Aug 2008 16:38:21 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69192047 2008-08-27T16:38:21Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69156038 Eric Savitz (Barron's) submits: Solarfun (SOLF) shares are down sharply this morning despite better than expected Q2 results. For the quarter, the company posted sales of $197.1 million and profits of 24 cents a share, beating the Street at $182.9 million and 23 cents. Solarfun said it shipped 43.1 MW of solar modules in the quarter, plus another 5 MW of cells “with specification levels that are different than the company’s mainstream business.” The company said its ASP improved to $4.17 from $4.07. Gross margin fell to 13.7% from 15.8% a year ago, due to higher polysilicon and wafer costs. In the quarter, the company generated 56% of revenue in Germany, 33% in Spain and 5% in France. For all of 2008, the company now sees total shipments of 175-190 MW, up from 160-180 MW. The company expects pricing in Euros to be stable for the rest of the year. The company sees gross margin improving in the second half, but that polysilicon and wafer pricing will “continue to be high” in the third quarter. Complete Story » Wed, 27 Aug 2008 15:09:41 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69156038 2008-08-27T15:09:41Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69152435 Sify Technologies shares are sharply higher this morning after the company announced a deal with Google to offer the Google Apps suite of communications and collaboration tools, including email, chat and online documents, to Internet users in India. Google Apps will now “power” Sify’s mail and chat applications. Wed, 27 Aug 2008 11:54:35 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69152435 2008-08-27T11:54:35Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69090165 ValueClick disclosed in an SEC filing this afternoon that it is launching a tender offer for up to 4.9 million employee stock options with strike prices ranging from $25.66 to $29.73 a share. ValueClick is offering to buy the options at prices ranging from 82 cents to $1.23 each. Note that the options, which were issued in 2007, are deeply out of the money. Tue, 26 Aug 2008 23:01:47 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69090165 2008-08-26T23:01:47Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69071237 Eric Savitz (Barron's) submits: The rumor mill has been running on overdrive churning out pseudo-news on Cree Research (CREE). Late last week, as the Wall Street Journal reported , the options market was rife with rumors that the company might be an acquisition target for IBM (IBM). That’s a tired, old rumor , which you ought to ignore. Andrew Huang, an analyst at American Technology Research , wrote this morning that “this rumor resurfaces at least one a quarter,” and that it “makes absolutely no sense.” Complete Story » Tue, 26 Aug 2008 21:58:24 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69071237 2008-08-26T21:58:24Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69071238 Eric Savitz (Barron's) submits: OmniVision (OVTI) shares are coming under pressure today ahead of the company’s earnings report for the fiscal first quarter ended July, which is due after the close on Thursday. The Street is nervous about the numbers. Doug Freedman, an analyst at American Technology Research , today repeated his Neutral rating on the stock, and cautioned that he expects a “miss and lower quarter.” Complete Story » Tue, 26 Aug 2008 21:44:24 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69071238 2008-08-26T21:44:24Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69069165 Eric Savitz (Barron's) submits: I’m not at all sure if there’s a catalyst for this, but China-based solar stocks suffered a fairly substantial sell off today. See for yourself: Complete Story » Tue, 26 Aug 2008 21:38:30 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69069165 2008-08-26T21:38:30Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69058916 Moving quickly to find a replacement for recently departed CEO Pat Russo, the nominating committee at Alcatel-Lucent (ALU) plans to propose former COO Mike Quigley as the company’s new chief executive, according to the French weekly Canard Enchain. Tue, 26 Aug 2008 18:46:19 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69058916 2008-08-26T18:46:19Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69069753 Eric Savitz must be in front of a screen. From Tech Trader Daily: I’m not at all sure if there’s a catalyst for this, but China-based solar stocks are suffering a fairly substantial sell off today. See for yourself: JA Solar (JASO) : Down $1.02, or 5.7%, to $16.95. Suntech Power (STP) : Down $3.01, or 6.7%, to $42.96. China Sunergy (CSUN) : Down 83 cents, or 6.9%, to $11.20. Canadian Solar (CSIQ) : Down $2.02, or 6.2%, to $30.43. Yingli Green Energy (YGE) : Down $1.04, or 5.8%, to $16.84. Trina Solar (TSL) : Down $2.85, or 8.4%, to $31.11. LDK Solar (LDK) : Down $2.23, or 4.5% to $47.83. I’m sure there is a perfectly rationale reason for this, but I can’t find one.... MORE . (the first commenter is ironic, the Barron's writers are constantly accused of being short or being in the pay of the shorts or of being Bilderbergers or of being short Bilderbergers) Tue, 26 Aug 2008 18:44:00 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69069753 2008-08-26T18:44:00Z http://www.wikio.com/search/Eric+Savitz?rinfoid=69024845 Salesforce.com shares are trading higher this morning after Citigroup’s Brent Thill raised his rating on the stock to Buy from Hold, while maintaining a $70 price target. Thill notes that the stock had dropped 13% in the 3 days after the company reported earnings, "even after short-covering." He notes that the company trades at 24.1X calendar 2009 free cash flow per share, a reasonable valuation given expected 30% annual growth through 2010 Tue, 26 Aug 2008 13:52:14 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=69024845 2008-08-26T13:52:14Z http://www.wikio.com/search/Eric+Savitz?rinfoid=68958662 Standard & Poor's analyst Clyde Montevirgen today cut his rating on Advanced Micro Devices to Sell from Hold on a valuation basis. He notes that the stock has moved higher today on its agreement to sell its digital TV business to Broadcom. The analyst notes that the deal will “provide needed cash and reduce operating expenses.” And he expects increasing sales of new chips to help margins. But Montevirgen nonetheless thinks “losses will continue to weigh on the stock,” and maintains a $5.50 price target. Mon, 25 Aug 2008 21:50:07 GMT http://www.wikio.com/search/Eric+Savitz?rinfoid=68958662 2008-08-25T21:50:07Z