Susquehanna

  • Analysts weigh in on GoogleTV

    The new service offered by Google starting this Fall obviously won't have immediate affect on its bottom line but long term implications may be significant.

    Analysts chimed in on Google's TV ambitions with mostly positive remarks on the new service.

    Morgan Stanley's (MS) Justin Post and Joyce Tran saw many significant long term upsides to the move, but pegged pricing (at or near AppleTV's $200) as being the biggest factor to adoption.

    Android MORE

    - May 24, 2010 10:25 AM ET
  • Apple tablet: $340 in parts?

    With manufacturing costs, Apple could build the thing for less than $350, says an analyst

    [UPDATE: iSuppli has since issued their own virtual teardown. See Apple can build a $500 iPad for $240.]

    Here's a neat trick. In a report to clients Wednesday, Susquehanna Financial's Jeffrey Fidacaro published an estimate of how much Apple (AAPL) is spending to build a device that hasn't been announced, never mind shipped.

    Vaporware issues aside, it's not MORE

    - Jan 6, 2010 11:16 AM ET
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