Carl Howe (Blackfriars Communications) submits: After I browsed through Time Magazine's top 10 gadgets of 2007 today and noted its selection of Apple's iPhone as the #1 gadget, I came across this Toshiba subnotebook with solid-state storage as Time's #7 pick.The more I looked at it, the more I thought, "Gee, that could easily be a next-generation MacBook." Why? Well because it:Complete Story »
Carl T. Delfeldsubmits: Inflation, especially food inflation, has been a reoccurring problemin Chinese history with price controls tried unsuccessfully over thecenturies time and time again. If the government tries this tack again,it will likely hit China ETFs like the iShares FTSE/Xinhua China 25 (FXI) and the SPDR S&P China (GXC). Complete Story »
Lon Juricicsubmits: In an amended 13Dfiling today on PDL BioPharma (Nasdaq: PDLI) Wednesday, 7% holder Highland Capital Management, L.P. disclosed a letterto the company saying they are closely monitoring the sale process andrecommended the Board of Directors engage a new financial advisor withsubstantial experience and competence to maximize the value thecompany's pharmaceutical royalty stream asset. The firm said thecompany's current advisor, Merrill Lynch, is not qualified.Complete Story »
Lon Juricicsubmits: In an amended 13D filing this morning on Brinks Co. (NYSE: BCO),8.4% shareholder MMI Investments, L.P disclosed a letter to thecompany's consulting firm, Monitor Group, requesting to assist in theevaluation of the strategic options available to the company.Complete Story »
Lon Juricicsubmits: In an amended 13D filing after the close on Building Materials Holding (NYSE: BLG),Chapman Capital disclosed they lowered their stake in the company to7.5% (2,212,339 shares). This is down from the 9.0% stake (2,656,339shares), the firm disclosed in a past filing.Complete Story »
Thomas Kellysubmits: This afternoon I decided to put on my selling shoes and exit a numberof my long positions. In addition, I got short in a hurry as we brokethrough the 1490 level on the S&P. In the past few days, I havecontinually noted that while the market was rising and things werelooking decent, we had yet to see volume return to the market on the updays. That negative divergence was the key piece of information in mydecision to sell and get short in a hurry, because the lack of volumeon the upside hinted that it was unlikely that buyers would be numerousenough to absorb the supply that was going to come out of the market.So without further ado, here are my moves.Complete Story »
Retailer Office Depot (ODP)said Wednesday the housing slump has spread into other U.S. retail markets and has resulted in "continued erosion" of the company's revenue and profits in the fourth quarter.Complete Story »
Dan Rayburnsubmits:As we near the end of 2007, I've seen a few reports estimating theCDN space to have been anywhere between $800 million and $1.4 billionfor the year. The reports I have seen do not break out what specific"CDN" products they are talking to and how those numbers werecalculated. So with that in mind, here is how I sized the market for2007 and the data I used to come up with the number. This does notinclude revenue numbers for P2P only based vendors.Complete Story »
Dan Rayburnsubmits:This morning, I had about half a dozen e-mails from analysts asking about AT&T (T) and their CDN business. Yesterday, at AT&T's analyst daythey announced that they will grow their streaming and caching servicesby 6x and said they were going to increase their CDN capabilities.Because of this, an analyst at Cowen and Co. downgraded Akamai(AKAM) on concerns of greater competition from AT&T.Complete Story »
