• CNBC's anti-Apple crusader

    Erin Burnett has hit on what she must think is a winning formula

    I don't spend a lot of time watching CNBC, but I've seen enough of Erin Burnett's coverage of Apple (AAPL) to see the pattern.

    Last fall, it was an interview with Tiger Management's Julian Robertson in which she tried -- and failed -- to get him to call Apple's rising stock price a "bubble." (See How not to interview MORE

    - Feb 20, 2011 8:05 AM ET
  • Apple analysts' frenzied Q4 round-up

    The Street scrambles to get its spreadsheets ready for Monday's earnings call

    Bernstein's Toni Sacconaghi added 2.3 million units to his iPhone estimate on Friday. Piper Jaffray's Gene Munster doubled his iPad number. Hudson Square's Daniel Ernst raised his price target, from $300 per share to $500.

    With Apple's (AAPL) products flying off the shelves and its shares setting new record highs every trading day in October (the stock closed Friday at MORE

    - Oct 16, 2010 7:58 AM ET
  • Gene Munster sees his own shadow

    Once the darling of the Apple bulls, Piper Jaffray's senior analyst now walks a cautious line

    In June 2007, three weeks before Steve Jobs sold his first iPhone, Gene Munster predicted that within two years Apple (AAPL) would be shipping them at the rate of 45 million a year -- a call he reiterated 9 months later, along with a road map specifying exactly how the company would do it.

    In fact, MORE

    - Oct 15, 2010 10:32 AM ET
  • HP's Mark Hurd: The Biggest Winner

    Just for a moment, forget about revenue and earnings per share. The most interesting number out of Hewlett-Packard's earnings announcement this week was this:


    That's the profit margin CEO Mark Hurd and his team squeezed out of HP's (HPQ) services business on the way to an impressive first fiscal quarter. The significance of the number? When Hurd bought lumbering services giant EDS for $13.9 billion a year and a half ago, MORE

    - Feb 18, 2010 1:05 PM ET
  • John Chambers: Recovery continues, Cisco to hire in the U.S.

    John Chambers is often in a sunny mood, but on Wednesday he had some obvious reasons: Cisco posted financial results that blew past Wall Street's expectations, signaling that despite the rough economy businesses are spending on technology again.

    I caught up with him after the earnings announcement to get some more detail on why the results were so strong, and whether he's really planning to ratchet up Cisco's (CSCO) payroll by MORE

    - Feb 4, 2010 9:00 AM ET
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  • Cisco earnings: Great expectations

    Here's the downside of being a rock star: People expect you to rock. So it is for Cisco (CSCO), the networking powerhouse that managed to cut $1 billion during the steepest part of the downturn and come out swinging.

    It looks like the company will outpace analyst expectations for last quarter's revenue and profit when it reports earnings after the bell today. Trouble is, Wall Street already expects Cisco to do MORE

    - Feb 3, 2010 9:00 AM ET
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  • Cisco: we're a growth machine

    Cisco has its swagger back.

    When the networking provider hosted Wall Street analysts at its San Jose headquarters Tuesday for its annual update on the state of the business, the most striking thing was the full-scale return of confidence. After a year in which most of tech has struggled to regain its footing in a global financial crisis, CEO John Chambers and his lieutenants told the financial community that they're poised MORE

    - Dec 9, 2009 11:52 AM ET
  • Don't mistake Cisco's quarter for a rising tide

    Cisco's growing again, and CEO John Chambers has called the beginning of a tech recovery. But don't assume this is the proverbial rising tide that's going to lift all boats.

    First the good news: Cisco (CSCO) turned in a bang-up quarter. For the three months that ended on October 29, the seller of networking gear managed $9 billion in sales and 35 cents per share in profit, both of which outpaced MORE

    - Nov 5, 2009 7:00 AM ET
  • Tech: Are happy days here again?

    Is it time to dust off the party hats?

    From the cheery headlines accompanying the latest round of tech earnings, you'd think so. Google (GOOG) CEO Eric Schmidt declared last week that, "the worst of the recession is behind us." IBM (IBM) actually boosted earnings targets for the year. Taken along with the stimulus potential of Windows 7, Microsoft's (MSFT) critically acclaimed PC operating system that launches this week, some say MORE

    - Oct 19, 2009 7:00 AM ET
  • Apple's sexiest feature

    It's undeniably interesting to talk about the health of Steve Jobs. And whether Apple plays nice with the competition. Oh, and the multiple conflicts of interest between the boards of Apple (AAPL) and Google (GOOG), even after Eric Schmidt removed himself as an Apple director. (Genentech Chairman Art Levinson remains on both boards, and unless something has changed recently, Apple lead director and Steve Jobs confidante Bill Campbell is still MORE

    - Aug 6, 2009 8:00 AM ET
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