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Trust Me, You Don't Want To Miss This One (Fox Business News on Apple's AMD Deal) 17 Nov 2007 | 11:51 am
My colleague at SAI, Michael Learmonth, reported this gem of a blooper on Fox Business News this morning: At 9:27 this morning, Fox Business co-anchor Alexis Glick eagerly reported Apple (AAPL) had t...
Microsoft Hallucinating? Or Planning to Buy Yahoo? 17 Nov 2007 | 11:43 am
I'm going to go out on a limb here and assume that Microsoft division president Kevin Johnson is not a moron. So I'm also going to assume that, when Johnson said yesterday that Microsoft plans to grow...
Recession Watch: We're Probably Already in One 17 Nov 2007 | 11:24 am
Over at Silicon Alley Insider, we've been tracking recession signs for the past few months. Enough bad news is coming out now from enough industries now that I think it's reasonable to assume that we...
Okay, I'm Back. Thanks for the Patience. 17 Nov 2007 | 11:19 am
Silicon Alley Insider is up and running, with several of us now posting full time (Peter Kafka and Dan Frommer from Forbes and Michael Learmonth from Variety). We'll be launching another site soon, so...
Play the Google Earnings Sweepstakes! 19 Oct 2007 | 03:18 am
Yes, it's late, but we're playing the game again this quarter--over at Silicon Alley Insider. Step right up and place your bets (until 4pm today). May the best analyst win!
Yahoo (YHOO): Q3 Stronger Than Expected 17 Oct 2007 | 11:40 am
From Silicon Alley Insider: Yahoo Q3 Earnings Analysis SAI Key Metrics Analysis (web-based spreadsheet) KEY POINTS Overall: Revenue is re-accelerating, and more importantly, search-monetization is i...
Where I've Gone... 17 Oct 2007 | 11:37 am
Apologies for the light posting of late. Have been spending most of my time on Silicon Alley Insider. Should be back to more frequency here soon, but please feel free to check out SAI (www.alleyinsi...