Amazon lowers Kindle e-book reader price Jul 9, 2009
ThinkEquity analyst Ed Weller was surprised that Amazon cut the Kindle's price so soon after February's introduction of the latest model of the device. He said $299 "feels like a much hotter price" than $359. (AZCentral -- News)
EMC Wins Fight for Data Domain as NetApp Drops Out Jul 9, 2009
"It is a good fit for EMC. Data Deduplication is the fastest growing segment of the data storage market. Data Domain has the best product," said ThinkEquity analyst Rajesh Ghai. NetApp shares had the sharpest response to the news, rising 4 percent to $19. (ABC News -- Wire)
Upcoming Beckman Coulter Investor Events Second Half of 2009 Jul 9, 2009
ThinkEquity Sixth Annual Growth Conference - Thursday, September 17, 2009, in San Francisco, California. Oppenheimer 20th Annual Healthcare Conference - Tuesday, November 3, 2009, in New York, New York. (PR Newswire)
In China, Games Get Serious Jul 4, 2009
They provide cheap and easy Internet access to low-income game players, says Atul Bagga, analyst with ThinkEquity ... Cafes will have to upgrade their hardware for an influx of 3-D games, says ThinkEquity's Bagga. (Yahoo News -- Technology)
Stocks Rise In Soft Trade Ahead of Jobs Report Jul 3, 2009
ThinkEquity upgraded the stock to accumulate. The stock's Accumulation/Distribution Rating has weakened to D- from B+ in early June. (Investors Business Daily)
EA makes another stab at online gaming Jun 30, 2009
Analyst Atul Bagga of ThinkEquity said the move to a more digital model makes a lot of sense for EA. He said the margins for a physical game might be 15 to 20 percent while online games can hit margins of more than 50 percent and can also engage players longer. "My sense is that EA is one of the companies that gets this new model," said Bagga. (San Francisco Chronicle)
Data firm rethinks $1.8b bid by EMC Jun 5, 2009
"Shareholders want the best deal for themselves," said Rajesh Ghai, storage sector analyst with ThinkEquity Partners LLC in San Francisco. Ghai said that Data Domain shareholders have urged the board to keep the EMC offer in play and prolong a bidding war that could drive up the value of their shares. (Boston Globe)
* Web number-crunching is turning advertising upside down Jun 3, 2009
ThinkEquity, a research firm, estimated that advertising based around Web publishers extra space brought in US$4. 1 billion last year, up 32 percent from 2007, and it expects it to be the highest-growth segment of the online advertising market between now and 2013, outpacing even search. (Taipei Times, Taiwan -- Sports)
Computer gamemakers eye social networks Jun 1, 2009
The convergence of games and social networks is already growing the audience for both businesses, said analyst Atul Bagga, an analyst with ThinkEquity. "I have a son and he's 11 years old. He did not have a Facebook account and he would always hook up to his mom's account just to play (social game) Geo Challenge," said Bagga. (San Francisco Chronicle -- Business)
NetEase's Q1 Sales Fail To Meet Views As Ads Tumble 47% May 22, 2009
"I was surprised about their advertising side, especially after Sohu and Baidu," said Atul Bagga, an analyst for investment bank ThinkEquity. NetEase did better with its game unit. (Investors Business Daily)
Some of them are doing OK, andothers are getting kicked in the teeth May 15, 2009
Thats a big improvement, said Edward Weller, retail analyst with ThinkEquity. Indeed, some retailers are showing signs that they are at least finding a better way to deal with the difficult economy. (MSNBC -- Business)
High-Tech Firm Prospers By Making Smart Gadgets Easier To Use May 12, 2009
"Two or three quarters back, if you had a touch-screen phone coming out, you automatically called Synaptics," said Vijay Rakesh, an analyst at ThinkEquity. "Now there is more competition.". (Investors Business Daily)
Panmure Gordon secures future wit... Apr 16, 2009
Panmure, whose sales come equally from trading commissions and advisory fees on corporate deals, saw the former hold up more strongly than the latter, partly because of the acquisition, in 2007, of ThinkEquity in the US. Mr Linacre said: I put my hands up the timing of that deal was not great. But, in the US, our commissions were up on 2007 and I can t find one other brokerage that achieved that last year. (New York Post -- Business)
Lululemons Cult of Selling Apr 15, 2009
"I have not been able to find any company that compares with what they do," says Suzanne Price, a retail analyst with ThinkEquity, who points to Lululemon stores ringing up $1,800 in sales per square foot, compared with only $600 for retailers such as J.Crew and Abercrombie & Fitch. Wilson claims he didn't start Lululemon merely to sell $90 leggings, but also to help his customers limber up for their journey to self-esteem and empowerment. (FastCompany)
Costco Home in Tempe to close Apr 3, 2009
Edward Weller, an analyst with ThinkEquity in San Francisco, said the closing of the two Costco Home stores is "hardly significant" since the company operates more than 400 stores in the United States. Costco operates 554 warehouses, including 407 in the United States and Puerto Rico. (AZCentral -- Business)
IBM-Sun Combination May Make `1 Plus 1' Less Than 2 for Small Suppliers Mar 28, 2009
Customer loyalty could help offset the impact an IBM-Sun merger would have on the companies suppliers, said , an analyst at ThinkEquity LLC in San Francisco. Businesses accustomed to using one type of technology, like the network gear that QLogic and Emulex make, are probably going to be unwilling to part with their equipment, said Ghai, who rates QLogic shares accumulate and doesnt own any. (Bloomberg)
To The Point Mar 16, 2009
18 after ThinkEquity initiated coverage with a sell rating and set a $30 price target. IBM dives into water service. (Investors Business Daily)
Wal-Mart vs. Target: During the Recession, It's No Contest Mar 14, 2009
"There's no reason to put a stick in the bear's eye," says Ed Weller, a retail analyst at ThinkEquity Partners. What's Wal-Mart isn't just some massive outlet that peddles cheap wares; it has focused on food for a long time, and is really hitting a stride during the recession. (Time.com)
Canada Stocks Post Weekly Gain as BCE, Barrick, Sun Life Financial Advance Mar 14, 2009
ThinkEquity LLC analyst in San Francisco recommended investors sell the stock because profit growth will slow on competition. To contact the reporter on this story: in Toronto at. (Bloomberg -- Canada)
Salesforce.com Pushes Higher; Earnings Tomorrow Feb 25, 2009
Michael Huang, ThinkEquity: He writes that his recent checks on the company s core business were somewhat mixed, but adds that he is encouraged that deals are still getting done despite macro headwinds, and that the company seems to be gaining market share. He thinks Q4 results could show some mild degradation of trends, but nothing disastrous. (Barron's Blogs)
Collins Stewart Cuts Google Price Target Feb 24, 2009
On Tuesday, ThinkEquity lowered its outlook, as well, so this is on the verge of becoming a negative trend. It's possible for an optimist's perspective to survive, too, however. (WebProNews, KY)
Is Apple Snarfing RAM and all of Samsungs Capacity? Feb 23, 2009
According to a report from ThinkEquity Parterns, , that there will be a shortage ... The article has a lot of holes, and I think that ThinkEquity was trying to explain the short-lived uptick in NAND spot market prices that ended this week ... Maybe Samsung told ThinkEquity that it was in thrall, at least for a time, to Apple. (BNET, Ca)
Apple buying up the world's flash memory Feb 23, 2009
A report from ThinkEquity about the broader NAND flash RAM market suggests. Apple first, then the rest. (TechRadar UK, UK)
LDK Solar Shrs Slide As ThinkEquity Downgrades To Sell Feb 21, 2009
LDK Solar solar shares are trading sharply lower this morning after ThinkEquity analyst Jonathan Hoopes cut his rating on the stock to Sell from Buy. He cut his target price on the stock to - get this - $4. (Barron's Blogs)
Mobile World Congress: Yawn, Says ThinkEquity Feb 20, 2009
Well, so says research firm ThinkEquity on the last day of the world s largest communications event. GSMA's Mobile World Congress has largely paralleled the economy: uninspiring developments across the industry, with a few rays of sunshine around advanced messaging and femtocells, reads a ThinkEquity brief circulated on Thursday ... The biggest news from the show was probably Verizon Wireless award of big infrastructure contracts to major OEMs for LTE, which left ThinkEquity analysts yawning:... (xchange Magazine, AZ)
Apple buying up available flash RAM supplies for next iPhone Feb 19, 2009
The ThinkEquity Partners' report centered on SanDisk, which is not one of the four companies Apple actually buys its memory components from (Samsung, Hynix, Toshiba, and Micron) ... ThinkEquity also said that it believes Hynix and Toshiba are also "under NAND supply constraints as Apple ramps NAND demand for its next-generation iPhones." However, both companies are facing technical difficulties that are leaving Apple's RAM supplies constrained. (Apple Insider, VA)
Google Leads Broad Tech Sector Losses Feb 19, 2009
17 after ThinkEquity analyst William Morrison cut his rating on the Internet giant to source of funds, or neutral. The tech-heavy Nasdaq Composite Index fell almost 50 points, or more than 3%, to 1,485. (FOXBusiness)
This Just In: Upgrades and Downgrades Feb 19, 2009
According to ThinkEquity (TE): "the fundamental outlook for online advertising... continues to worsen." TE believes we're currently just four quarters into a "12-quarter media recession" that could hinder revenue growth at Google ... Let's go to the tape The analyst doesn't have the longest record on CAPS, but what we've seen so far suggests that yes, ThinkEquity has a good mind for online media ... And overall (and reiterating the caveat about the analyst's relatively short track record)... (Motley Fool)
All Abandon the Sinking Google Ship! Feb 18, 2009
That came after Google s stock was at ThinkEquity ... The drop in price has nothing to do with ThinkEquity s downgrade, who is a no-name research firm. (Marketing Pilgrim, NC)
Google downgraded at ThinkEquity Feb 18, 2009
was downgraded at ThinkEquity, which cited a 27% rise in the stock in the past three weeks. The broker said the shares "are currently reflecting a 2009 second-half recover that we believe is unlikely to materialize. Cutting its rating to "source of funds" from accumulate, ThinkEquity said it believes the sector is roughly four quarters into a 12-quarter "media recession. (MarketWatch)
Google Leads Tech Stocks Sharply Lower Feb 18, 2009
2% on a ThinkEquity downgrade on online advertising weakness, and broader market indexes fell just as much on news of a double-digit contraction in the Japanese economy and weakness in European banks. The Dow Jones Industrial Average ended the day less than a point above its Nov. 20 closing low. (InternetNews.com)
Google losses head up broad tech-sector retreat Feb 18, 2009
66 after ThinkEquity analyst William Morrison cut his rating on the search giant to "source of funds," or the equivalent of neutral, from accumulate. Morrison raised concerns about Google's recent gains, up 27% over the past three weeks. (MarketWatch)
Analyst upgrades, downgrades and initiations: HOT, GOOG, WPI, LYG ... Feb 18, 2009
ThinkEquity downgraded (NASDAQ: ) to Source of Funds from Accumulate and lowered its target to $300 from $350. The firm does not believe a 2H09 recovery will materialize and that paid clicks and CPCs have deteriorated further in the first half of Q1. (BloggingStocks)
Wal-Mart, General Motors, Google in the spotlight Feb 18, 2009
was downgraded by ThinkEquity, which said the shares have climbed 27% in three weeks and are reflecting a recovery in the second half of the year that the broker believes is unlikely to materialize. ThinkEquity cut its rating to "source of funds" from accumulate. (MarketWatch)
Analyst: iPhone Refresh Pressuring Flash Memory Plants Feb 18, 2009
Our checks indicate that Apple has started ordering for its iPhone refresh (iPhone and iPhone Nano), stifling the supply chain, ThinkEquity analyst Vijay Rakesh told clients in a note. In the case of memory maker Samsung, Apple has allocated its inventory until April, according to Rakesh. (Cult of Mac, CA)
Early Edge: Canadian Solar Inc., Google, Excel Maritime Carriers ... Feb 18, 2009
Google Inc. (: , , ) was greeted with an early morning downgrade today, as brokerage firm ThinkEquity lowered its rating on the shares from "accumulate" to "source of funds." In a note to clients, the firm noted GOOG's gain of 27% during the past 3 weeks, compared to a 3% improvement in the SIndex (SPX) during that time frame. ThinkEquity says the current price reflects a second-half recovery that they think is unlikely to occur. (Schaeffers Research, OH)
Omnicell shares tumble on 2009 view Feb 16, 2009
"We are not altogether surprised by the change in Omnicell's 2009 outlook in light of recent cautious commentary from Cardinal Health (CAH.N) and others. However, the magnitude certainly caught us by surprise," said ThinkEquity analyst Glenn Garmont. Shares of Omnicell fell to their lowest levels since 2005 to touch a low of $6. (Reuters)
Marvell: ThinkEquity Launches With Buy Rating Feb 14, 2009
ThinkEquity chip analyst Vijay Rakesh this morning launched coverage of Marvell Technology with a Buy rating and a $10 price target. He contends that the company s storage component business will benefit from increasing share in the high-margin enterprise segment. (Barron's Blogs)
5 Green Stocks for a Bad Economy Feb 13, 2009
"The financing market has really played havoc in the wind industry. There are good companies...but there are a lot of unknowns still," says Shez Bandukwala, a partner at ThinkEquity. Vestas (VWDRY). (U.S. News & World Report, DC)
NetSuite: ThinkEquity Upgrades; Earnings After The Close Feb 11, 2009
NetSuite shares got a lift this morning from ThinkEquity analyst Michael Huang, who this morning raised his rating on the stock to Accumulate from Source of Funds. He maintains a $9 price target on the stock. (Barron's Blogs)
Dollar General Outdoes Rivals Feb 11, 2009
Edward Weller, an analyst at ThinkEquity Partners who covers Wal-Mart and other discount retailers, said Dollar General's stores are much smaller than competitors', so Dollar General is better able to change strategy when necessary. In this case, it has proved it can adapt to fickle consumer spending habits. (Forbes, NY)
Lignols Cellulosic Ethanol Plant Bites the Dust, and Valero Seeks ... Feb 10, 2009
The slow going for cellulosic ethanol companies could stymie the federal government s goal of getting 100 million gallons of the stuff by 2010, according to research firm ThinkEquity, which estimates thatonly 28. 5 million gallons will be available by then (see). (Greentech Media, MA)
ThinkEquity: WiMAX Is Still Hot Feb 7, 2009
ThinkEquity: WiMAX Is Still Hot ... ThinkEquity: WiMAX Is Still Hot ... ThinkEquity points to WiMAX vendor as a potential object lesson, based on the gear-maker s earnings reported this week: Customer funding has stalled certain projects, and the market has not yet stabilized, leading to a wide revenue guidance range. (Phone Plus, AZ)
SanDisk 4Q revenue exceeds expectations; charges cause loss Feb 7, 2009
As per opinion of technical analyst Vijay Rakesh, of ThinkEquity, the investors appear all-praise for the company's top-line performance and have expressed confidence in SanDisk's prospects in the months to come. Rakesh said: "People are starting to look ahead," and added about SanDisk that it has "cleared out inventory, and you're seeing a nice price elasticity!". (TopNews United States, Arkansas)
ThinkEquity jumps into biotech as rivals flee Feb 7, 2009
BOSTON, Jan. 23 (Reuters) - ThinkEquity LLC is forming a new healthcare group as it seeks to take advantage of turmoil in the biotechnology sector ... While some are fleeing the sector, ThinkEquity believes there are opportunities to pick diamonds from the rough ... ThinkEquity, which is the U.S. arm of UK investment bank Panmure Gordon & Co, sees opportunity in the turmoil. (Reuters)
Amazon Shrs Soar As It Piles Up Market Share Feb 7, 2009
It comes from ThinkEquity s Ed Weller. Why quibble. (Barron's Blogs)
No reservation required: OpenTable to make first venture-backed ... Feb 7, 2009
The bookrunning manager will be Merrill Lynch & Co. with co-managers Allen & Company LLC, Stifel, Nicolaus & Company, Inc, and ThinkEquity LLC.. San Francisco-based Despite the current economic downturn which is hitting restaurants as hard as anyone OpenTable has few competitors and an established brand. (VentureBeat, CA)
Blackboard: ThinkEquity Ups Rating, Target; Stock Jumps Feb 7, 2009
Blackboard shares have spiked this morning after ThinkEquity analyst Scott Berg upped the firm s rating on the stock to Buy from Accumulate. He raised his target price to $45, from $32. (Barron's Blogs)
Skyworks Heads Skyward; ThinkEquity Ups To Buy Feb 7, 2009
ThinkEquity analyst Mike Burton responded to the report by raising his rating on the stock to Buy from Accumulate, and increasing his price target to $7 from $5. Burton says the company demonstrated that it has levers it can pull during the downturn to maintain its profitability in the downturn. (Barron's Blogs)
