Back in late May I made the case why NetApp (NTAP) could find itself in the sights of potential acquirers (here): investors are already speculating who can be on HPE’s shopping list. NTAP has long …
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Shares of NetApp (NTAP) opened up about 4% this morning (they have since given back half the initial gains) possibly on speculation that the company could find itself in the sights of Hewlett Packard Enterprises …
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Last week it was Intel (INTC) and Seagate (STX), yesterday it was IBM, and today it’s VmWare (VMW), all reporting results and issuing guidance that speak to weak demand from businesses for hardware and services. …
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Earlier in a post titled Early Bird Gets the Worm? I highlighted what seems to be a never ending urge to merge among semiconductor companies, with two fairly large rumored deals just this week. The week …
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MorningWord 8/23/13: A story in the New York Times caught my eye yesterday about Blackberry. The author does not attempt to debate the merits of a future potential LBO, or any interest from strategic buyers …
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MorningWord 8/13/13: In my time in this business I have seen some pretty interesting dust-ups between activists and the the companies that they target. Guys like Dan Loeb of Third Point used to amuse market …
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Old tech dominated single stock options flow as PC names rallied. INTC – Apr 22 calls traded over 55k throughout the day, mostly buying in the morning. Separately, a buyer of 14k x 42k of the Jul …
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Calls dominated volume as the call/put ratio hit the lows of 2013. BAC – Stock moved to positive for 2013, gapping above the important 11.61 2012 closing level. Call to put ratio up to 2.5, and …
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MorningWord 2/28/13: Bill Ackman is probably one of those guys who thinks it’s good luck when he gets crapped on by a bird overhead. Ackman’s hedge fund Pershing Square is the single largest shareholder in …
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MorningWord 2/27/13: Its a sad state of affairs for AAPL bulls when they have to look to a Shareholder Meeting as the next and only real near term catalyst for the stock. AAPL’s $137 billion …
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