Posted on 03 January 2011
Tags: channel-checks, check, check-point, chkp, deutsche bank, fortinet, ftnt, mike reinstein, raker, reinstein, security, the-industry, today-offers
Deutsche Bank software software analyst Todd Raker today offers an update for Fortinet (FTNT), Check Point Software (CHKP) and other security software vendors, writing that the industry is seeing “stable” growth expectations, with “channel checks” indicating growth projections for 2011 remained in Q4 about what they were when he checked [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 26 November 2010
Tags: aapl, apple, cartload, earlier, industry, item-on-ipad, mag-picks, publish-news, reinstein, the-earlier, the-industry, week
DigiTimes might really be the only source you need to follow Apple (AAPL), given that they seem to publish news about the company by the cartload. (See the earlier item about stepped-up MacBook production, and an item on iPad production earlier in the week.)
Today the industry mag picks up an [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 29 October 2010
Tags: morning, price-war, reuters, setting-the-stage, sharply-lower, the-coming, the-industry, today-said
Get ready for a price war in LCD televisions.
Across the industry, there are indications that soft demand is setting the stage for sharply lower TV prices in the coming holiday selling season. As Reuters notes this morning, Sony (SNE) today said it no longer expects to profitable in TVs in [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 14 October 2010
Tags: agency-said, asserted-today, bearish-stance, credit-outlook, getting-worse, industry, moody, newspaper-revenues, newspaper-sector, rating, recent-moderation, reinstein, revised-its, the-industry, the-rating
The credit outlook for the U.S. newspaper sector is getting worse, Moody’s asserted today, as it revised its outlook for the industry to negative from stable. The bearish stance reflects “a waning of recent moderation in advertising revenue declines,” the rating agency said in a statement.
According to Moody’s, newspaper revenues [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 08 September 2010
Tags: asian, faces-excess, industry, journal, lcd, mike reinstein, panel-prices, street, the-industry, weakness
LCD panel prices are down sharply amid a disappointing back-to-school season in the U.S. and weak demand in Europe, the Wall Street Journal reports, noting that Asian LCD players expect further weakness ahead.
The Journal notes that the industry faces excess panel supplies as retail inventories rise as consumers slow purchases [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 30 August 2010
Tags: chance, dearth, gig-period, guns, irs, moment, new-gig, prime-physical, taxes, the-industry, ubs
Looking for a new gig (or a gig period)? Disheartened by the dearth of openings in the industry at the moment? Itching for the chance to get all up in UBS’s face? If you’re under 37, in “prime physical condition” and can shoot a gun, the IRS wants you for its Criminal Investigation Divsion, which is now hiring. [FINS]



Article courtesy of Dealbreaker
Posted on 27 August 2010
Tags: choices-were, dancers, four-dancers, industry, michael reinstein, mike reinstein, money, news, science, the-industry, the-money, young-women
“The first academic research project into lap dancing has found that, rather than being uneducated young women who have been coerced into the industry, one in four dancers has a degree and has been attracted by the money…. The researchers found no evidence of trafficking in the industry, and concluded that career and economic choices were motivations for dancing rather than drug use or coercion.” [Awl]



Article courtesy of Dealbreaker
Posted on 21 June 2010
Tags: chrome, dell, direction-two, exec-told, goog, holding-talks, michael reinstein, road, the-industry, three-years, using-the-chrome
Dell (DELL) is holding talks with Google (GOOG) on using the Chrome OS on laptops, a Dell exec told Reuters.
“We have to have a point of view on the industry and technology direction two years, three years down the road, so we continuously work with Google on this,” [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 14 May 2010
Tags: industry, michael reinstein, msft, peter-klein, recession, reinstein, remarks, reuters, reuters-global, see-further, the-industry, today-said
Microsoft (MSFT) CFO Peter Klein today said the company is unlikely to do any large acquisitions in the near-term, although he did say that the tech sector is likely to see further consolidation as the industry recovers from the recession.
Klein made the remarks at the Reuters Global Technology Summit in [...]

Article courtesy of BARRONS.com: Tech Trader Daily
Posted on 30 April 2010
Tags: michael reinstein, million-units, nokia, overall-handset, research-firm, smart-phone, the-industry, unit-sales, year-ago
Worldwide smart phone unit sales were up 50% in Q1 from a year ago, according to research firm Strategy Analytics. The firm says the industry sold 54 million units in the quarter, accounting for 18% of overall handset volumes.
The top three players look like this:
Nokia (NOK): 21.5 million units, for [...]

Article courtesy of BARRONS.com: Tech Trader Daily