Barry Diller may have won his legal battle with Liberty Media’s John Malone, but it’s hardly smooth sailing from here. Diller is seeking to bust up his Internet conglomerate Interactive Corp. at a time when the markets are in turmoil. And,
Monthly Archives: March 2008
Think Your Cash Is Safe? Better Check With Your Broker
From Silicon Alley Insider, March 31, 2008:On Friday, UBS became the first major investment firm to start “marking down” the value of Auction-Rate Securities held in client accounts (translation: each $1 will now be worth $0.80-$0.95). …
MSFT-YHOO: No News = Good News
After weeks of leaks, counter-leaks, and discussions of alternatives (real and imagined), there’s been a sudden burst of silence in the Microsoft-Yahoo saga. …
‘Apple Will Sell 45M iPhones in 2009 — for $12B of Rev’
From Silcon Alley Insider, March 31, 2008:Piper Jaffray’s Apple (AAPL) bull Gene Munster defends his 45-million-iPhones-in-2009 estimate, which some investors have chastised as “outrageously aggressive.” The target this year is 10 million ($3 bi
History Repeats: Crisis Breeds Regulatory Opportunity
As in the aftermath of 1929, 1987 and other times of crisis, the recent credit market upheaval is spurring new proposals to better regulate the financial markets. On Monday, Treasury Secretary Paulson unveiled a proposal to dramatically overhaul the U.S.
Morning Mashup: U.S. Loses Least, RIMM, MU, LEH, ORCL, IACI
As the grim first quarter comes to a close, many investors are thinking “good riddance.” But as bad as the first three months of 2008 have been for U.S. stocks, they’ve been worse for international markets in Europe and Asia. …
Citi’s Levkovich: The Semi-Upbeat View on Tech
You don’t need a Ph.D. in computer science to know the tech sector has been sucking wind (that’s a technical term) for months now.Oracle became the latest company to disappoint the bulls last week, leading some to wonder if that light at the end of the tu
Is Android Google’s Best Second Act?
Given the hefty $1.65 billion Google paid for YouTube, many analysts think video advertising is the search giant’s best bet at a strong, second revenue stream to bolster its still lofty valuation. But Russ Mitchell, senior writer of Portfolio magazine, th
Citi’s Levkovich: Bulls Will Laugh Last in ’08
With a brutal quarter coming to a close, many investors are understandably shell-shocked. But successful investing means avoiding the temptation to look in the rearview mirror.Looking ahead to the end of the year the outlook for stocks is quite upbeat, sa