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Company Description
Samsung Electronics Co. Ltd., together with its subsidiaries, engages in the manufacture, distribution, and sale of finished electronic products and device solutions worldwide. It offers consumer products, including mobile phones, tablets, televisions, Blu-rays, DVD players, home theaters,... More
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- Thursday, December 23, 2010, 9:46 AM Intel (INTC) makes great chips, but with spin-outs, it "has a terrible track record," says Greentech Media. Case in point: the premature death of solar cell company SpectraWatt, which Intel spun off in 2008. Intel has lost billions trying to diversify, when apparently it should stick to manufacturing. 1 Comment [Tech]
- Wednesday, December 22, 2010, 11:39 AM Sony (SNE -1.9%) will sell 15M PlayStation consoles by March 2011, up from 13M in the prior year. Boosting sales is the new Move system, which sold 4.1M units in its first 2 months. Sony's projected games success might even help offset its poor LCD TV sales. Comment! [Tech]
- Wednesday, December 22, 2010, 10:50 AM Verizon Wireless (VZ, VOD) will offer a smartphone from Motorola (MOT) to run on its new 4G network. This indicates Verizon's tight relationship with Motorola will continue in some form when Motorola Mobility launches next month. Verizon is also expected to sell the iPhone (AAPL) early in 2011. Comment! [Tech]
- Wednesday, December 22, 2010, 10:25 AM Investors must weigh risk vs. reward when Motorola (MOT +1.6%) splits next month. On one hand will be the risky but dynamic Motorola Mobility wireless handset business. On the other hand is the stabler Motorola Solutions, offering slower-growth government contracting opportunities. Comment! [Tech]
- Wednesday, December 22, 2010, 8:35 AM Premarket, ARM Holdings (ARMH) is +3.4% after news broke Microsoft (MSFT) will unveil a new operating system next month that will run on the company's chip architecture. Comment! [Tech]
- Tuesday, December 21, 2010, 2:29 PM Sources say Microsoft (MSFT) is unveiling a new version of Windows that runs on the ARM Holdings (ARMH) chip architecture. The software will debut next month at the Consumer Electronics Show, and run on tablet computers and other devices. There may be a post-Intel (INTC) life for Microsoft, after all. Comment! [Tech]
- Tuesday, December 21, 2010, 12:24 PM By 2014, 1 in 5 Americans will own a tablet PC, with 37% using them for business, says Harris Interactive. Enterprise-friendly Research in Motion (RIMM -0.4%) may soon have a leg up over rivals. To maintain its 95% tablet market share, Apple (AAPL +0.5%) will have to sell corporations on the iPad. 2 Comments [Tech]
- Tuesday, December 21, 2010, 10:53 AM By week's end, Apple (AAPL +0.4%) will sell 1M of its TV set-top boxes. Apple says iTunes users are buying or renting more than 400K TV episodes and 150K movies daily. The business isn't a major money-maker, but it puts Apple in the driver's seat in the converging web-TV world. Comment! [Tech]
- Tuesday, December 21, 2010, 10:12 AM RBC Capital Markets starts coverage of Motorola's (MOT +0.2%) handset spin-off Motorola Mobility with a Hold rating. When Motorola Mobility officially goes on sale on January 4, it will have $3B in cash and no debt. But it faces tough handset competition in 2011, which will pressure prices. Comment! [Tech]
- Monday, December 20, 2010, 4:21 PM Apparently 'feeling chipper' about Dell's (DELL) future, CEO Michel Dell has bought $100M worth of the firm's shares, according to an SEC filing. Dell and his family now own about 263M shares, worth some $3.6B. Dell closed at -2%. Comment! [Tech]
- Monday, December 20, 2010, 10:34 AM Sources claim Nokia (NOK -0.6%) is in talks with Microsoft (MSFT -0.1%) to port Windows Phone 7 to a new line of its smartphones. Skeptics may point out that down-sizing Nokia will have a hard enough time making good on its Symbian commitments, and Windows Phone 7 has apparently had a not-so-stellar launch. Comment! [Tech]
- Monday, December 20, 2010, 8:28 AM Sources say Google (GOOG) is asking hardware partners to delay unveiling their Google TV-enabled sets at the crucial Consumer Electronics Show next month. Facing a lukewarm reception for its TV initiative, Google wants time to tweak the software. Premarket, Google is +0.5%. Comment! [Tech]
- Friday, December 17, 2010, 3:06 PM This is day one of trading for the "when issued" shares of Motorola (MOT -0.1%), which splits next month. But buyers can get the shares of both the new Motorola Mobility and of Motorola Solutions by just buying MOT now. They'll receive the "value that will be unlocked" when the new shares start regular-way trading. 1 Comment [Tech]
- Friday, December 17, 2010, 1:51 PM Research in Motion's (RIMM +2.5%) Q3 leaves Wall Street a house divided between bears and bulls. "RIM gets no respect," opines Needham & Co., and noting the stock's low valuation, says Buy. But Bernstein Research sees "a long list of clear signs of weaknesses," and keeps an Underperform rating. Comment! [Tech]
- Friday, December 17, 2010, 10:14 AM The upcoming PlayBook (RIMM +2.3%) 'redefines what a tablet should do,' says Research in Motion CEO Jim Balsillie. He predicts a shift from proprietary toolkits and unnecessary apps, but towards web fidelity, high performance, and CIO 'friendliness,' and we are 'way ahead.' 2 Comments [Tech]
- Friday, December 17, 2010, 8:31 AM Despite Research In Motion's (RIMM) strong Q3, unease persists about how the company will fare in the long term, given the competition. "The concerns for this name don't go away, they don't go away with this quarter," says an analyst. Premarket, RIM is +2.2%. Comment! [Tech]
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