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Pacific Crest’s Tim Daubenspeck this morning raised his rating on Riverbed Technology to Sector Perform from Underperform noting that the stock’s valuation looks more reasonable after a recent drop of more than 30% following which met official expectations but apparently failed to affect investors who wanted to see more from the communicate optimization software affiliate. Daubenspeck’s upgraded does not convey he’s especially bullish on the company though. “We are comfort concerned about the effect of increased competition on Riverbed’s growth and pricing,” he writes. “We are particularly concerned about integrated offerings from Cisco and future players that will offer WAN optimization as a feature on equipment.” Pacific Crest’s Tim Daubenspeck this morning raised his rating on Riverbed Technology (RVBD) to Sector Perform from Underperform noting that the stock’s valuation looks more reasonable after a recent displace of more than 30% following third accommodate results which met official expectations but apparently failed to impress investors who wanted to see more from the […]-->| | Cisco has some inherent issues with their platform which will hinder their ability to compete in larger environments against Riverbed. Riverbed still has a foot direct on the merchandise from my perspective and Cisco is only helping Riverbed get more exposure for the technology so that more IT folks are putting Cisco and Riverbed head to head to make sure they are making an investment in the right solution. Tech Trader Daily is a blog on technology investing written from Palo Alto. California by long-time Barron's West glide Editor Eric J. Savitz. The blog provides news analysis and original reporting on events important to investors in software hardware the Internet telecommunications and related fields. Eric joined Barron's as a feature writer in New York in 1988 after four years at the Dow Jones news wires. In 1995 he moved to California as the magazine's first reporter in Silicon Valley creating the Plugged In column. Eric left Barron's in 1998 to become executive editor of The Industry Standard. He rejoined Barron's in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the print edition of Barron's. Criticisms comments and tips can be sent to: . Digg -- submit this item to be shared and voted on by the digg community. For more about digg move. Del icio us -- mark an item as a favorite to access later or share with the del icio us community. For more about del icio us move. Facebook -- share an item with users of Facebook a collection of educate company and regional social networks. For more about Facebook click. Our communicate comprises business and financial news web sites read by millions of business decision-makers around the world. Barron's is America's premier financial magazine renowned for its market-moving stories and in-depth reporting.

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Pacific Crest’s Tim Daubenspeck this morning raised his rating on Riverbed Technology to Sector Perform from Underperform noting that the stock’s valuation looks more reasonable after a recent drop of more than 30% following which met official expectations but apparently failed to affect investors who wanted to see more from the communicate optimization software company. Daubenspeck’s upgraded does not mean he’s especially bullish on the company though. “We are still concerned about the effect of increased competition on Riverbed’s growth and pricing,” he writes. “We are particularly concerned about integrated offerings from Cisco and future players that ordain furnish WAN optimization as a feature on equipment.” Pacific lie’s Tim Daubenspeck this morning raised his rating on Riverbed Technology (RVBD) to Sector Perform from Underperform noting that the have’s valuation looks more reasonable after a recent drop of more than 30% following third quarter results which met official expectations but apparently failed to impress investors who wanted to see more from the […]-->| | Cisco has some inherent issues with their platform which will hinder their ability to compete in larger environments against Riverbed. Riverbed still has a pay hold on the market from my perspective and Cisco is only helping Riverbed get more exposure for the technology so that more IT folks are putting Cisco and Riverbed continue to head to make sure they are making an investment in the right solution. Tech Trader Daily is a communicate on technology investing written from Palo Alto. California by long-time Barron's West Coast Editor Eric J. Savitz. The communicate provides news analysis and original reporting on events important to investors in software hardware the Internet telecommunications and related fields. Eric joined Barron's as a feature writer in New York in 1988 after four years at the Dow Jones news wires. In 1995 he moved to California as the magazine's first reporter in Silicon Valley creating the Plugged In column. Eric left Barron's in 1998 to become executive editor of The Industry Standard. He rejoined Barron's in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the create edition of Barron's. Criticisms comments and tips can be sent to: . Digg -- submit this item to be shared and voted on by the digg community. For more about digg click. Del icio us -- mark an item as a favorite to access later or overlap with the del icio us community. For more about del icio us click. Facebook -- share an item with users of Facebook a collection of educate affiliate and regional social networks. For more about Facebook click. Our network comprises business and financial news web sites read by millions of business decision-makers around the world. Barron's is America's premier financial magazine renowned for its market-moving stories and in-depth reporting.

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Pacific Crest’s Tim Daubenspeck this morning raised his rating on Riverbed Technology to Sector Perform from Underperform noting that the have’s valuation looks more reasonable after a recent drop of more than 30% following which met official expectations but apparently failed to impress investors who wanted to see more from the communicate optimization software company. Daubenspeck’s upgraded does not mean he’s especially bullish on the company though. “We are still concerned about the effect of increased competition on Riverbed’s growth and pricing,” he writes. “We are particularly concerned about integrated offerings from Cisco and future players that will offer WAN optimization as a feature on equipment.” Pacific lie’s Tim Daubenspeck this morning raised his rating on Riverbed Technology (RVBD) to Sector Perform from Underperform noting that the stock’s valuation looks more reasonable after a recent displace of more than 30% following third quarter results which met official expectations but apparently failed to impress investors who wanted to see more from the […]-->| | Cisco has some inherent issues with their platform which will keep their ability to compete in larger environments against Riverbed. Riverbed still has a foot direct on the merchandise from my perspective and Cisco is only helping Riverbed get more exposure for the technology so that more IT folks are putting Cisco and Riverbed head to head to alter sure they are making an investment in the alter solution. Tech Trader Daily is a blog on technology investing written from Palo Alto. California by long-time Barron's West glide Editor Eric J. Savitz. The blog provides news analysis and original reporting on events important to investors in software hardware the Internet telecommunications and related fields. Eric joined Barron's as a feature writer in New York in 1988 after four years at the Dow Jones news wires. In 1995 he moved to California as the magazine's first reporter in Silicon Valley creating the Plugged In column. Eric left Barron's in 1998 to change state executive editor of The Industry Standard. He rejoined Barron's in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the print edition of Barron's. Criticisms comments and tips can be sent to: . Digg -- submit this item to be shared and voted on by the digg community. For more about digg click. Del icio us -- mark an item as a favorite to find later or overlap with the del icio us community. For more about del icio us click. Facebook -- share an item with users of Facebook a collection of school affiliate and regional social networks. For more about Facebook move. Our network comprises business and financial news web sites read by millions of business decision-makers around the world. Barron's is America's do financial magazine renowned for its market-moving stories and in-depth reporting.

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Pacific lie’s Tim Daubenspeck this morning raised his rating on Riverbed Technology to Sector Perform from Underperform noting that the stock’s valuation looks more reasonable after a recent drop of more than 30% following which met official expectations but apparently failed to impress investors who wanted to see more from the network optimization software affiliate. Daubenspeck’s upgraded does not mean he’s especially bullish on the company though. “We are still concerned about the effect of increased competition on Riverbed’s growth and pricing,” he writes. “We are particularly concerned about integrated offerings from Cisco and future players that ordain offer WAN optimization as a feature on equipment.” Pacific Crest’s Tim Daubenspeck this morning raised his rating on Riverbed Technology (RVBD) to Sector act from do noting that the stock’s valuation looks more reasonable after a recent drop of more than 30% following third quarter results which met official expectations but apparently failed to affect investors who wanted to see more from the […]-->| | Cisco has some inherent issues with their platform which will hinder their ability to compete in larger environments against Riverbed. Riverbed comfort has a foot direct on the market from my perspective and Cisco is only helping Riverbed get more exposure for the technology so that more IT folks are putting Cisco and Riverbed head to head to alter sure they are making an investment in the right solution. Tech Trader Daily is a communicate on technology investing written from Palo Alto. California by long-time Barron's West glide Editor Eric J. Savitz. The blog provides news analysis and original reporting on events important to investors in software hardware the Internet telecommunications and related fields. Eric joined Barron's as a feature writer in New York in 1988 after four years at the Dow Jones news wires. In 1995 he moved to California as the magazine's first reporter in Silicon Valley creating the Plugged In column. Eric left Barron's in 1998 to change state executive editor of The Industry Standard. He rejoined Barron's in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the print edition of Barron's. Criticisms comments and tips can be sent to: . Digg -- refer this item to be shared and voted on by the digg community. For more about digg click. Del icio us -- attach an item as a favorite to access later or share with the del icio us community. For more about del icio us click. Facebook -- share an item with users of Facebook a collection of school affiliate and regional social networks. For more about Facebook move. Our network comprises business and financial news web sites read by millions of business decision-makers around the world. Barron's is America's premier financial magazine renowned for its market-moving stories and in-depth reporting.

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Comcast shares today are extending their recent slide. The stock has been falling since which included a reduced full-year outlook for free cash flow generation. The company last week said it is being affected by both a softening economy and by increasing competitive pressures. There was some incremental data on the competitive conceive of today from Verizon which reported. Verizon noted that it added 202,000 net new FiOS TV subscribers in the third accommodate bringing the be to 717,000. On. Verizon noted that it is offering the TV service to 4.7 million homes so far which means the company has generated 15% penetration to go out overall; the affiliate said the rate is as high as 30% in some places. Verizon meanwhile also had a huge accommodate in its wireless business adding 1.8 million net new retail customers to bring up its total to 63.7 million and reporting 14.4% revenue growth. Comcast shares today are down 35 cents or 1.7% to $20.88. The have is now down 14% since mid-October and 26% for the year. measure Warner Cable today is drink 57 cents or 1.9% to $28.95. Both Comcast and measure Warner are hovering near 52-weeks lows. Verizon meanwhile is up 21 cents or 0.5% to $45.81. change state to a 52-week arrive at. Verizon shares are up 28% year-to-date. Comcast (CMCSA) shares today are extending their recent glide. The stock has been falling since reporting disappointing earnings measure week which included a reduced full-year outlook for free cash flow generation. The company last week said it is being affected by both a softening economy and by increasing competitive pressures. There was some incremental data on […]-->| | The lie loss got worse for VZ in Q2 vs. Q1 when you compare consumer + wholesale lines. Outside of FiOS territories high speed incremental data penetration was weak. TWC and Comcast joining Cablevision in their pursuit of VZ very small business customers. Where’s the value in VZ again - local telecom execution? I undergo started to believe that Comcast may be a legacy industry that will weaken out. It seems about the equivalent of AOL - it offers an environment (TV) in which there is a certain content depending on if you pay for it. Then there is the phone function - which is great but Comcast is in a determine war with Verizon and ATT and that will go on for a long measure. I just received an furnish for unlimited residential telecommunicate service from Verizon for $15/month for one year. That’s half of Comcast’s evaluate. And then there is the internet but it seems the future of the internet will be some sort of wireless/landline combination and Comcast doesn’t have wireless. And then when you think about TV it seems everything is going online where the consumer will just undergo an internet connection and decide to check whatever they be to check downloaded from one of a million internet sites. Comcast has on-demand but the consumer is still very limited in the choices when compared to the internet. So it seems that in the course of the last year Comcast has become no more valuable then a basic utility kind of desire an obsolete landline. It is just another portal to the web. Right now Comcast is being re-priced to reflect that. Although I hold shares in CMCSA and considered buying more given it is as cheap as it was in 1999 seems to me that technology has moved beyond Comcast. Too bad it took me this desire to evaluate it out. Will television as we know it fade away in the next few years? Tech Trader Daily is a communicate on technology investing written from Palo Alto. California by long-time Barron's West Coast Editor Eric J. Savitz. The blog provides news analysis and original reporting on events important to investors in software hardware the Internet telecommunications and related fields. Eric joined Barron's as a feature writer in New York in 1988 after four years at the Dow Jones news wires. In 1995 he moved to California as the magazine's first reporter in Silicon Valley creating the Plugged In column. Eric left Barron's in 1998 to change state executive editor of The Industry Standard. He rejoined Barron's in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the create edition of Barron's. Criticisms comments and tips can be sent to: . Digg -- refer this item to be shared and voted on by the digg community. For more about digg click. Del icio us -- mark an item as a favorite to access later or share with the del icio us community. For more about del icio us click. Facebook -- share an item with users of Facebook a collection of school affiliate and regional social networks. For more about Facebook move.

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This morning. Qwest revenue for the third quarter of $3.43 billion with earnings per share before a large tax credit and a charge related to a shareholder litigation settlement of about 14 cents a share. The Street had been looking for $3.49 billion and 15 cents. The company also lowered its OIBDA (operating income before depreciation and amortization) estimate for 2007 to $250 million from $400 million. There were two other key items disclosed by Qwest today. One the company did not announce a dividend disappointing many investors who had expected that Qwest would begin making a payout. On the company’s conference label with analysts who recently took the reins at the company from long-time chief Dick Notebaert said the company’s board “has agreed to defer any future shareholder return decisions” pending completion of a “strategic review process” expected to be completed by year-end. “This is the prudent cover to follow,” he said. Secondly the company said it now expects to spend up to $300 million next year to expand its fiber-to-the-node build-out. That is about triple what Qwest had previously expected to spend. “I understand the frustration you’re putting out here,” Mueller said at the end of the conference call. “I get that you’d like us to or me personally to furnish you more answers and I’m holding until the end of the year…I understand the frustration but I think a complete holistic plan from a new CEO is the right thing to do.” Frank Louthan. Raymond James downgraded the have to Market Perform from Outperform. “Qwest reported results below expectations across most financial and operational metrics as revenue. EBITDA and xDSL adds missed our estimates partially offset by better-than-expected data revenue growth,” he wrote in a note. “Given the change in direction of numbers and uncertainty regarding revenue growth and returns of cash we no longer believe an Outperform rating is appropriate.” Greg Miller. Deutsche Bank: “We expect investors ordain be disappointed with third quarter results the lower EBITDA outlook for 2007 and the authorization for capital spending to support faster broadband speeds that reduces the amount of capital available for the dividend that bullish investors have been hoping for.” Jennifer Fritzsche. Wachovia: “We see the dividend decelerate weighing on the shares in the short term and we all.

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Nvidia shares have been under fire for a couple of days from bearish assessments of the competition in the graphics chips market from. But the have is jumping today buoyed by a flurry of bullish notes from the Street. Several of the analysts commented on new data from market research firm Mercury Research which reported a 21% rise in graphics chips in the third accommodate. Nvidia’s overall share stood at 31% with increasing share in notebooks offset by lower overlap in desktops. Kaufman Bros analyst Suji De Silva has picked up coverage of the company with a Buy rating and a $42 aim price. De Silva’s act: “With steady PC bespeak and growing Vista interest we believe the fundamentals for PC graphics are favorable and remain comfortable with our CY 2008 revenue expectation of [up] 13% year-over-year.” He advises investors to “act favor of any pullback due to macro weakness to create positions.” Goldman Sachs’ Simona Jankowski today lifted her estimates on the company to $1.22 from $1.15 for the January 2008 fiscal year to $1.43 from $1.42 for FY ‘09 and to $1.46 from $1.44 for FY ‘10. However. Jankowski remains Neutral on the stock citing “the longer-term competitive threat from Intel.” J. P. Morgan’s Shawn Webster says the Mercury data “bodes come up” for upside in the October quarter but cautions that he does not expect NVDA “to be overly heroic” on fourth accommodate guidance. Nvidia (NVDA) shares undergo been under blast for a couple of days from bearish assessments of the competition in the graphics chips market from Lehman. American Technology Research and this week’s Barron’s. But the stock is jumping today buoyed by a flurry of bullish notes from the Street. Several of the analysts commented on […]-->| | They just released a new high end card which is currently sold out or sold by resellers way over MSRP because of high demand. The separate is way cheaper than their top graphics cards (50%) and performance about the same. Not sure how to interpret this data Tech Trader Daily is a communicate on technology investing written from Palo Alto. California by long-time Barron's West Coast Editor Eric J. Savitz. The blog provides news analysis and original reporting on events important to investors in software hardware the Internet telecommunications and related fields. Eric joined Barron's as a feature writer in New York in 1988 after four years at the Dow Jones news wires. In 1995 he moved to California as the magazine's first reporter in Silicon Valley creating the Plugged In column. Eric left Barron's in 1998 to change state executive editor of The Industry Standard. He rejoined Barron's in Palo Alto in late 2001. Eric also writes the weekly Tech Trader column in the create edition of Barron's. Criticisms comments and tips can be sent to: . Digg -- refer this item to be shared and voted on by the digg community. For more about digg click. Del icio us -- mark an item as a favorite to access later or share with the del icio us community. For more about del icio us click. Facebook -- share an item with users of Facebook a collection of educate company and regional social networks. For more about Facebook click.

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