Chris Moore
All Posts
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AMD Turns to ARM for Support
By Chris Moore - June 18, 2013 | Tickers: AMD, AMCC, ARMH, HPQ, INTC
When it comes to servers, Intel (NASDAQ: INTC) has all but won this leg of the race. Rival Advanced Micro Devices (NYSE: AMD) has fallen well behind, much to their chagrin, and to hear them tell it, the market they serve. Both Intel and AMD share the x86 architecture, which serves as the backbone for the majority of PCs and server applications but has yet to make a significant break more »
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Social Media and the Hunt For Revenue
By Chris Moore - March 8, 2013 | Tickers: FB, LNKD, YELP |
When rumors of a Facebook (NASDAQ: FB) IPO first hit, the primary concern was revenue. A secondary concern, mostly amongst its users, was whether an IPO would change the social network they’d grown to love. Has the hunt for revenue manifested itself in ways detrimental to the user base? A recent post from New York Times tech writer Nick Bilton raises the question again, pointing to a potential grey more »
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Hulu’s Future Is up in the Air
By Chris Moore - March 6, 2013 | Tickers: AMZN, CMCSA, NFLX, NWSA, DIS
I often give Netflix (NASDAQ: NFLX) a hard time, pointing to its easy to mimic business model and rapidly growing list of competitors, but it seems one of its better known threats is at a crossroads. According to Bloomberg and the Wall Street Journal, rival Hulu’s future is being discussed by two of its three owners. The online site is owned by News Corp (NASDAQ: NWSA), Disney (NYSE: DISmore »)
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Groupon CEO Gone, Will it Matter?
By Chris Moore - March 4, 2013 | Tickers: AMZN, EBAY, GOOG, GRPN
Groupon (NASDAQ: GRPN) CEO and founder Andrew Mason is out of a job. In a message to Groupon employees, Mason spilled the news explaining he’d been fired and that if they didn’t know why they hadn’t been paying attention. This comes on the heels of a disastrous quarter and a stock price at nearly a quarter of its initial list price. During the earnings release a Groupon more »
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Sony Fighting to Define its Future
By Chris Moore - March 4, 2013 | Tickers: AMD, AAPL, GOOG, MSFT, SNE, ERIC
At some point things went wrong for Sony (NYSE: SNE). So wrong that Sony’s next few devices might end up making or breaking the company’s future success. It is clear Sony is paying attention, breaking its old habits to deliver a mobile line and an update to its Playstation line designed to impress. The question is, can either make a big enough impact to let Sony chart its more »
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Is Yahoo! Worth Considering?
By Chris Moore - March 4, 2013 | Tickers: FB, GOOG, YHOO
Yahoo! (NASDAQ: YHOO) has been struggling to recapture its former glory, trying desperately to overcome missteps. Current CEO Marissa Mayer comes with an impressive resume, an engineer background, and has already demonstrated a willingness to make hard decisions. With Mayer at the helm is Yahoo worth exploring?
The Problems With Yahoo!
The company isn’t without its flaws, perhaps the most glaring being the steady decline in traffic to its more »
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Cablevision’s Lawsuit Has Major Implications for TV
By Chris Moore - March 3, 2013 | Tickers: AMZN, CVC, DTV, NFLX, TWC, VIAB
Ever since Netflix (NASDAQ: NFLX) started its streaming service, consumers everywhere have dreamt of a day when they were no longer beholden to big cable and its bundles. Unfortunately, big cable hasn’t given up on bundling without a fight, pushing hard to maintain the status quo. Fortunately Cablevision (NYSE: CVC) has filed a lawsuit that may put an end to forced bundling altogether.
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Can Online Gambling Revitalize Zynga?
By Chris Moore - March 1, 2013 | Tickers: CZR, FB, LVS, MGM, ZNGA
It looks like Zynga (NASDAQ: ZNGA) is gearing up to make a serious run at internet gambling and sentiment is lining up to add a huge new market just as the company shifts toward gambling. Zynga has already signed a partner for online gambling in the U.K. and the U.S. is beginning to embrace online gambling state by state. The company has suffered as of late, driven in more »
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Can Cheaper Phones Help Nokia Regain Former Glory?
By Chris Moore - February 26, 2013 | Tickers: AAPL, GOOG, MSFT, NOK
Nokia’s (NYSE: NOK) CEO, Stephen Elop, has tipped the company’s hand again, indicating that they intend to push the price point of their phones even lower in an effort to compete. To that end the company has announced two more phones in their Lumia lineup, the 720 and 520. These phones are priced at $329 and $180 respectively before carrier subsidies and should help Nokia gain a wider more »
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HP Re-enters the Tablet Market
By Chris Moore - February 26, 2013 | Tickers: AMZN, AAPL, GOOG, HPQ
At this year’s Mobile World Congress Hewlett-Packard (NYSE: HPQ) announced the HP Slate 7, a $169 7-inch tablet that runs Google’s (NASDAQ: GOOG) Android OS. This device is the first HP tablet with a mobile operating system to surface since the HP TouchPad, which had a calamitous run.
For those not keeping score, the HP TouchPad ran the ill-fated WebOS and had a 49-day run in the US more »
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Google Unveils a Premium Laptop - Now What?
By Chris Moore - February 25, 2013 | Tickers: AAPL, GOOG, HPQ, INTC, MSFT
Google (NASDAQ: GOOG) unveiled its new Chromebook Pixel, this time under its own branding, that appears to be aimed directly at Apple's (NASDAQ: AAPL) MacBook line. At a price of $1,299 for the WiFi only model ($1,499 for the LTE model), the Pixel is priced in the middle of Apple’s notebook range. Google has flirted with building its own devices for the past few years, but more »
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Baidu Is Helping Disrupt the Server Market
By Chris Moore - February 25, 2013 | Tickers: AMD, AMZN, ARMH, BIDU, DELL, FB, GOOG, HPQ, INTC, MRVL
Baidu (NASDAQ: BIDU), often referred to as the Google of China, has adopted new, low-power servers from Marvell Technologies (NASDAQ: MRVL). A large tech company adopting low-power servers isn’t typically news, but in this case it's certainly news for the chip sector. Baidu’s new servers are built around ARM Holdings (NASDAQ: ARMH) chip designs, a key shift in server design. ARM dominates the smartphone chip market, providing more »
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What Do Wal-Mart’s Results Say for Retail?
By Chris Moore - February 22, 2013 | Tickers: COST, DG, DLTR, TGT, WMT
February hasn’t been a good month for Wal-Mart (NYSE: WMT). First Bloomberg released internal emails pointing to weak February sales and now revenue comes in a little light for the quarter ending January 31. Even though revenue grew by 3.9% to $127.92 billion, it fell short of the consensus expectation of $128.77 billion. Perhaps even more disappointing was the retailer’s guidance for both the year more »
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Intel Moving Into Your Living Room: Bad Decision?
By Chris Moore - February 21, 2013 | Tickers: AMD, AMZN, AAPL, ARMH, DELL, GOOG, HPQ, INTC, MSFT, NFLX
Intel Corporation (NASDAQ: INTC) has long been a dominant force in the processor space, commanding tremendous market share to the detriment of competitors like Advanced Micro Devices. Now, after numerous rumors, the chip giant has made it clear it is looking to tackle an entirely different market: home entertainment.
In a move that seems unlikely, Intel has announced plans to launch an Internet TV service with an accompanying set-top box more »
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Retail Could Boost These Two Stocks
By Chris Moore - February 20, 2013 | Tickers: AMZN, AAPL, GOOG, LULU, MSFT, TIF, UA
There’s an interesting trend afoot: Non-retail companies are taking a serious interest in the retail space. While the presence of Amazon has inspired many analysts and bloggers to opine the death of retail, these companies are looking to build their own storefronts and further extend their brands. The two most interesting companies coveting the retail space are Under Armour (NYSE: UA) and Google (NASDAQ: GOOG).
The Case for Under more »
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Behind Best Buy’s Holiday Sales
By Chris Moore - January 15, 2013 | Tickers: AMZN, BBY, HGG, TGT, WMT
Best Buy (NYSE: BBY) has become the poster child for declining big-box retailers, valiantly fighting the ever-expanding reach of Internet retail titans like Amazon (NASDAQ: AMZN). Things haven’t been going as well as hoped, but the company did manage to post what seems to be encouraging holiday sales numbers. They didn’t break sales records but they did manage to break the streak of declining sales, which at this more »
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T-Mobile Opens the Door for Mobile Shakeup
By Chris Moore - January 11, 2013 | Tickers: AAPL, T, GOOG, INTC, NOK, VZ
Deutsche Telekom subsidiary T-Mobile has opened the door to the end of the trend of heavily subsidizing smartphones, a practice that is common in the US but relatively rare elsewhere. Rivals AT&T (NYSE: T) and Verizon (NYSE: VZ) are watching closely, but other players in the market have a lot at stake too. Finnish giant Nokia (NYSE: NOK) and chip titan Intel (NASDAQ: INTC) stand to gain tremendously if more »
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Is Target’s Move to Price Match a Mistake?
By Chris Moore - January 9, 2013 | Tickers: AMZN, BKS, TGT
Physical retail has been struggling, dealing with the dreaded “showroom” effect and online retail’s ever increasing grasp. Target (NYSE: TGT) has decided to take the battle to online retailers like Amazon (NASDAQ: AMZN), extending its holiday price matching to a year-round affair. One thing is clear: Storefront retail is struggling to keep pace with its online competition, but is price matching a viable solution?
The first thing to come more »
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Google Starts the Year With a Big Win
By Chris Moore - January 5, 2013 | Tickers: AAPL, GOOG, MSFT, YELP
On Jan. 3, the Federal Trade Commission put their investigation into Google (NASDAQ: GOOG) to rest, reaching a settlement with the search giant. The FTC had been pursuing the search giant based on claims of unfairly manipulating search results to favor its own products. While the FTC does highlight some changes to be made in its release (found here), the commission also reports no evidence that Google’s changes to more »
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Surprising Winners of the Google-Apple War
By Chris Moore - September 19, 2012 | Tickers: AAPL, BIDU, GOOG, YNDX
Tech titans Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOG) have been locked in rivalry since Google entered the smartphone business. Steve Jobs, incensed by Google’s Android, even went so far as to declare ”I’m willing to go to thermonuclear war on this,” even though the two firms had a mutually beneficial history. Until recently Google’s map and YouTube services were vital pieces of Apple’s iOS but more »
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