BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Apple upgraded by Morgan Stanley]]>http://www.bloggingstocks.com/2009/05/26/apple-upgraded-by-morgan-stanley/http://www.bloggingstocks.com/2009/05/26/apple-upgraded-by-morgan-stanley/http://www.bloggingstocks.com/2009/05/26/apple-upgraded-by-morgan-stanley/#commentsFiled under: ,

This morning, brokerage firm Morgan Stanley issued an upgrade to Apple (NASDAQ: AAPL), lifting the tech giant to Overweight and upping its target price to $180 from $105. Morgan Stanley feels that Apple is a clear leader in the world of mobile Internet and that the iPhone will drive the company's earnings growth over the next two years.

The brokerage's analyst noted, "The core of our stock call is that the iPhone's success and higher margins will begin to mute the fundamental margin and growth risks in Apple's core Mac/iPod businesses."

Continue reading Apple upgraded by Morgan Stanley

Apple upgraded by Morgan Stanley originally appeared on BloggingStocks on Tue, 26 May 2009 08:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplapplefeaturedInternet phoneInternetPhoneiphoneipodsmartphoneupgradeTue, 26 May 2009 08:20:00 EST<![CDATA[Comcast is holding its own against new t.v. providers]]>http://www.bloggingstocks.com/2009/04/22/comcast-is-holding-its-own-against-new-t-v-providers/http://www.bloggingstocks.com/2009/04/22/comcast-is-holding-its-own-against-new-t-v-providers/http://www.bloggingstocks.com/2009/04/22/comcast-is-holding-its-own-against-new-t-v-providers/#commentsFiled under: ,

Readers of this space know that the investment bias is toward large-cap companies with demonstrated business models and who have a competitive advantage in established markets. And with the aforementioned in mind, Comcast Corporation (NASDAQ: CMCSA) is worth a review.

In general, analysts see Comcast's revenue increasing 7-9% in FY 2009, including accounting for basic subscriber attrition/loses. Local advertising trends are bearish, but look for Comcast to continue to score gains in video services, commercial data, and phone customers.

Continue reading Comcast is holding its own against new t.v. providers

Comcast is holding its own against new t.v. providers originally appeared on BloggingStocks on Wed, 22 Apr 2009 18:15:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cable tvCableTvcomcastinternet phoneInternetPhoneWed, 22 Apr 2009 18:15:00 EST<![CDATA[Sun sets on SunRocket]]>http://www.bloggingstocks.com/2007/07/17/sun-sets-on-sunrocket/http://www.bloggingstocks.com/2007/07/17/sun-sets-on-sunrocket/http://www.bloggingstocks.com/2007/07/17/sun-sets-on-sunrocket/#commentsFiled under: ,

Over the past couple years, VOIP phone companies have been big spenders for online advertising. It was the right target market - but not cheap. Competitors essentially bid up the prices.

Well, things may moderate. According to a report in the Wall Street Journal [a paid service] and The New York Times, VOIP provider, SunRocket, has shut down its operations.

Funny enough, if you surf the Net, you will still see lots of SunRocket ads. So, I guess the company still needs to take some cleanup actions.

The firm got its start about three years ago and quickly attracted venture capital from firms like Doll Capital Management, BlueRun Ventures and the Mayfield Fund (which, of course, will now have a write off).

Even at that time, things looked dicey for VOIP providers. Vonage Holdings Corp. (NYSE: VG) had a strong presence in the market and there was lots of competition from traditional players, like Verizon Communications Inc. (NYSE: VZ) and AT&T Inc. (NYSE: T). Of course, there was competition from cable players.

What's more, it appears there are outages at SunRocket, which is certainly a big hassle for customers.

Tom Taulli is the author of various books, including the Complete M&A Handbook and the EDGAR-Online Guide to Decoding Financial Statements.

Sun sets on SunRocket originally appeared on BloggingStocks on Tue, 17 Jul 2007 11:05:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>ClueRun VenturesCluerunVenturesDoll Capital ManagementDollCapitalManagementinternet phoneinternet telephonyInternetPhoneInternetTelephonyMayfield FundMayfieldFundSunRockettechtelecomVGVOIPVonagevZTue, 17 Jul 2007 11:05:00 EST<![CDATA[Will Vonage file for bankruptcy?]]>http://www.bloggingstocks.com/2007/04/18/will-vonage-file-for-bankruptcy/http://www.bloggingstocks.com/2007/04/18/will-vonage-file-for-bankruptcy/http://www.bloggingstocks.com/2007/04/18/will-vonage-file-for-bankruptcy/#commentsThis is the question raised by an SEC filing by Vonage Holdings Corp. (NYSE: VG) yesterday. According to Reuters, the risks of its ongoing litigation with Verizon Communications Inc. (NYSE: VZ) They include the possible interruption of service, an inability to repay its debt and a decline in its stock that could lead to the delisting from the New York Stock Exchange.

As I posted last week, Vonage had only $154 million in cash at the end of the year. And it has $278 million in long-term debt which needs to be repaid. I would not want to be the lender. Nor would I be holding the stock or using Vonage's service.

It's time to get a backup plan in place for service. And if you hold the stock, get out now.

Peter Cohan is President of Peter S. Cohan & Associates, a management consulting and venture capital firm. He also teaches management at Babson College and edits The Cohan Letter. He has no financial interest in Verizon or Vonage.

Will Vonage file for bankruptcy? originally appeared on BloggingStocks on Wed, 18 Apr 2007 08:17:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>intellectual propertyIntellectualPropertyinternet phoneinternet telephonyInternetPhoneInternetTelephonypatentsvgvoipvzWed, 18 Apr 2007 08:17:00 EST