Broadpoint.AmTech

Google, Inc. (GOOG) - Benjamin Schachter at Broadpoint.AmTech

Google Inc ( GOOG ), however, rose $3.55 to $579.90. Broadpoint AmTech analyst Benjamin Schachter told clients in a note that Google's gross margins have the ability to "rise substantially" through 2010 and 2011, with the new Google designed Nexus One smartphone qualifying as a "wild card" for the company's earnings. 

Industrial & Commercial Bank of China Limited (601398) - John Hardy at Broadpoint.AmTech

"China's central bank governor is actively discussing removing emergency stimulus policies, and the president of the Industrial and Commercial Bank of China claims he will lend less in 2010 than in 2009 for fear of excess liquidity," said Broadpoint. AmTech analyst John Hardy in a research note. 

Apple Inc (AAPL) - Brian Marshall at Broadpoint.AmTech

By leveraging data available to Apple ( AAPL , news , people ) enterprise partners, AppSlice can see what kinds of electronic books Apple plans to offer on the iPad, as well as other sensitive information, says Busted Loop cofounder Josh Kastelein. Apple did not respond to a request for comment. These nuances matter because gadget sales increasingly turn on creating an attractive "ecosystem" for devices, including appealing content and online portals that sell and store media. While Apple will make money off the sale of each iPad, it no doubt also views the device as a way to sell lots of e books and mobile applications. Broadpoint AmTech analyst Brian Marshall estimates that Apple will generate enough revenue from content sales equal to approximately 10% of its iPad hardware sales by the end of the year and about 30% in 2011. 

Microsoft Corporation (MSFT) - Benjamin Schachter at Broadpoint.AmTech

"Microsoft's steady market share gains have been impressive, but notably February's gain represents Bing's lowest monthly share increase since September, suggesting Bing's share increases could be showing early signs of running out of steam," Broadpoint AmTech analyst Benjamin Schachter wrote in a research note about the latest comScore figures. 

Apple Inc (AAPL) - Brian Marshall at Broadpoint.AmTech

So do analysts. Apple will ship about 2.8 million iPads in fiscal 2010 and 7.3 million in fiscal 2011, Barclays Capital's Ben Reitzes reiterated in a note to investors. Meanwhile, Broadpoint Amtech's Brian Marshall was even more optimistic. Apple will ship 4 million to 7 million iPads this year alone, he predicted. Apple stock, he added, is a buy, despite its record highs 

Cisco Systems, Inc. (CSCO) - Mark McKechnie at Broadpoint.AmTech

will make these products necessary in the future. Cisco said it has sold 5,000 of its current most powerful router, the CRS 1, to 300 operators, which would be an average of 17 per carrier. The CRS 3 router took Cisco three years to develop and supports data speeds three times faster than its own existing products. It goes on sale starting at $90,000 each. 'It's a big deal for Cisco and its carrier customers,' Broadpoint AmTech analyst Mark McKechnie said, though he did not expect an impact on revenue this year. 

Cisco Systems, Inc. (CSCO) - Mark McKechnie at Broadpoint.AmTech

and offers enough bandwidth to stream every movie ever made in just four minutes. Before Tuesday’s announcement, Cisco promised its new technology would “forever change the Internet.”. With video services becoming more popular with Web users, many carriers and ISPs are experiencing a bandwidth crunch, and Cisco believes the CRS 3 will help to ease that congestion. Carriers employing the technology will be able to offer faster download speeds and more bandwidth to Web users on both PCs and mobile devices. “It’s a big deal for Cisco and its carrier customers because these things come only every six years,” Broadpoint AmTech analyst Mark McKechnie said of the new router. 

Apple Inc (AAPL) - Brian Marshall at Broadpoint.AmTech

As Wall Street marks one year since the bottom for U. S stocks, one high profile company deserves to take a few bows at the anniversary party. Rimless glasses and blue jeans, a black turtleneck and white tennis shoes, Apple ( AAPL , news , people ) would shine at the bash; after all, shares of the company have nearly tripled from last year's market bottom, leaping from just over $83.11 to $223.02 apiece Tuesday. a tidy 168% advance. Analysts tie this furious climb to the growth in iPhone and Mac notebook sales and say there is still room for expansion. "Its ascent was definitively justified," says Brian Marshall analyst at Broadpoint AmTech. 

The Boeing Company (BA) - Peter Arment at Broadpoint.AmTech

It's the longest running soap opera since 'Days of Our Lives.' And I don't think we've seen the last episode." In a report Tuesday, Broadpoint AmTech analyst Peter Arment noted that "while the competition is no longer, a sole source win is not free of tons of scrutiny from the Pentagon and Congress. 

Apple Inc (AAPL) - Brian Marshall at Broadpoint.AmTech

Apple Inc.: Broadpoint AmTech analyst Brian Marshall reiterated his buy rating on shares of Apple Inc ( AAPL ) on Mar. 9. In a note, Marshall said the next major catalyst for Apple shares will be the launch of the iPad on Apr. 3. "We believe the general consensus (i.e select media outlets) view of this device and its potential is overly pessimistic," Marshall wrote. "We note the vast majority of the naysayers have not yet had the opportunity to use the iPad on a firsthand basis.". Marshall said the "true genius" of the device is its media and content. such as eBooks, newspapers, magazines, applications, games, movies and TV episodes