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Huawei Pushing Aside Cisco and Ericsson

Wed Nov 11th, 2009

Bob Faulkner

Enter the Dragon!There was a time, about a decade ago, that Cisco (CSCO) executives would comment that Huawei was so good at copying (aka appropriating) Cisco’s technology that it even replicat

Upgrades & Downgrades: Kellogg's Is Grrreat

Fri Oct 30th, 2009

Justin Sharon

Absent an eve of Halloween horror show, stocks will avoid a red October after snapping a recent slide in emphatic fashion on GDP figures which showed the worst recession since the Second World War is

Upgrades & Downgrades: Amazon Feels the Love

Fri Oct 23rd, 2009

Justin Sharon

Stocks rebounded sharply on upbeat earnings and economics, with Leading Indicators posting their strongest six month performance since 1983. Amazon.com’s (AMZN) after-hours surge on stella

Upgrades & Downgrades: Bidding Baidu Goodbye

Mon Oct 12th, 2009

Justin Sharon

Couples Retreat but equities advance. Vince Vaughn’s rom-com ruled at the box office as the S&P 500 posted its first full week of unbroken gains since November 2006. The Dow ended at a fres

Upgrades & Downgrades: AIG Gets Knocked Down

Tue Sep 1st, 2009

Justin Sharon

Stocks slipped a second session though still posted their best August since ‘00. But buyer beware: September is invariably the scariest month for shares.It was a merger Monday with Disney&rsquo

Ticker Shock: Four Reasons Burger King Stock Doesn't Look Appetizing

Wed Aug 26th, 2009

Glenn Curtis

It was a Gilligan’s Island commute home last night -- a regular 3-hour tour, door-to-door.Asian stocks rose overnight. The Hang Seng and the Nikkei were up 0.1% and 1.36%, respectively. However

Upgrades & Downgrades: Workin' on the Railroads

Wed Aug 26th, 2009

Justin Sharon

Stocks start at ‘09 highs after the Dow gained for a sixth successive session on upbeat consumer confidence and housing data. Educator provider Corinthian Colleges (COCO) (+7.4%) enjoyed a Coco

The Top Five Reasons Ciena Won't Sell-Out

Wed Aug 19th, 2009

Sean Udall

Editor's note: This article was originally published on the Buzz & Banter. It's being reposted here for the benefit of the Minyanville community.Two days ago I buzzed on Ciena (CIEN) as one of my

The Next Great Bubble: China

Thu Apr 23rd, 2009

Vitaliy Katsenelson

One more bubble, please. After the bubbles in technology, housing, and commodities, we saw the mother of all bubbles: the one in global liquidity. The world economy seemed to require bubbles for its

Stimulus Dollars Flow Overseas?

Mon Mar 23rd, 2009

Scott Reeves

The next controversy in President Obama’s efforts to goose the economy will be US tax dollars flowing to foreign companies. The legislation includes the standard “Buy American” prov
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