Alacra Pulse

53 minutes ago

Analyst Comment by Mark Mahaney at Citigroup

Google's mobile business could expand to more than $10 billion in four years, said Mark Mahaney, an analyst at Citigroup Inc. more

delawareonline - Business: Amazon Fire: Android without the Google debris

Netflix, Inc. (NFLX)

09:12 ET Jan 28, 2012

Analyst Comment by Tony Wible at Janney Montgomery Scott

Tony Wible tracks tech stocks for Janney Capital Markets. He explains that Netflix was still losing customers in October and November because of its price hike. more

Epicenter: How Amazon Could Split Netflix and iTunes to Win Streaming Video

Deutsche Bank AG (DBK)

08:55 ET Jan 28, 2012

Chief Pulse Comment by Josef Ackermann

C hris Ratcliffe/Bloomberg. Deutsche Bank Chief Executive Officer Josef Ackermann more

C hris Ratcliffe/Bloomberg. Deutsche Bank Chief Executive Officer Josef Ackermann
Share: C hris Ratcliffe/Bloomberg. Deutsche Bank Chief Executive Officer Josef Ackermann.... The economic and political consequences of Greece defaulting instead of reaching a voluntary debt restructuring deal are being underestimated, Deutsche Bank AG ( DBK) Chief Executive OfficerJosef Ackermann said."Default risk is much higher than what people normally take into account," Ackermann said today in an interview at the World Economic Forum in Davos, Switzerland. "You see already that some markets are nervous about certain countries," he said.... The economic and political consequences of Greece defaulting instead of reaching a voluntary debt restructuring deal are being underestimated, Deutsche Bank AG ( DBK) Chief Executive OfficerJosef Ackermann said."Default risk is much higher than what people normally take into account," Ackermann said today in an interview at the World Economic Forum in Davos, Switzerland. "You see already that some markets are nervous about certain countries," he said. "That is playing with fire if you think that a default will have no impact."....JPMorgan Chase & Co. Chief Executive . Officer Jamie Dimon said this week that it would not be a "disaster," Dow Jones reported, citing an interview with CNBC."They are underestimating the collateral damages and they are underestimating the risk of contagion," Ackermann, 63, said today. "If we have a default in the euro zone going forward, this will reduce somewhat the trust and confidence in the euro system and so, in that sense, we should do everything also from a historic and political perspective to prevent a default.". Market participants remain sceptical that Greece will be able to make a 14.5 billion euro ($19.2 billion) bond payment in ....In a Bloomberg Global Poll of 1,209 investors released this week, 93 percent of respondents said they expect Greece to default. Such a failure would damage direct investments that banks and companies have made in Greece while also hitting the firms because of their exposure to its broader economy, Ackermann said today. The fallout would affect a claim of about 100 billion euros that the European Central Bank payment system has against the Greek central bank, he said. Deutsche Bank, Germany's largest lender, has 874.7 million euros of total debt exposure to Greece, according to figures released by the European Banking Authority in London in ....He said today that he wants policy makers at the table, including the IMF, EU, ECB and . Greek government, to appoint a single negotiator to ease the process."We have a team now in Athens negotiating, or ready to negotiate, and we need someone from the public sector who has the authority to close the deal," Ackermann said. "The gap is narrowing. We are still not quite there where the IMF and especially Germany would like to be, but we are making good progress.".

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Bloomberg: Ackermann Says Greek Default Would Be 'Playing With Fire'

Apple Inc (AAPL)

08:49 ET Jan 28, 2012

Analyst Comment by Peter Misek at Jefferies & Company

ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016. more

The same goes for rumors that claim iPad 3 may come with bigger screen size. ADOBE FLASH SUPPORT AND REPLACEABLE BATTERY: I'll eat your hat and mine if the next generation iPad will support Adobe Flash. The same goes for user replaceable battery. ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016.
Share: The same goes for rumors that claim iPad 3 may come with bigger screen size. ADOBE FLASH SUPPORT AND REPLACEABLE BATTERY: I'll eat your hat and mine if the next generation iPad will support Adobe Flash. The same goes for user replaceable battery. ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016....The same goes for rumors that claim iPad 3 may come with bigger screen size. ADOBE FLASH SUPPORT AND REPLACEABLE BATTERY: I'll eat your hat and mine if the next generation iPad will support Adobe Flash. The same goes for user replaceable battery. ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016....The same goes for rumors that claim iPad 3 may come with bigger screen size. ADOBE FLASH SUPPORT AND REPLACEABLE BATTERY: I'll eat your hat and mine if the next generation iPad will support Adobe Flash. The same goes for user replaceable battery. ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016. No doubt, this will enable seamless syncing and transfer of data among different Apple products but don't expect the new Ice Cream Sandwich esque OS to debut with iPad 3. Have you heard of any preposterous rumors about iPad 3? Share it with us....The same goes for user replaceable battery. ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016. No doubt, this will enable seamless syncing and transfer of data among different Apple products but don't expect the new Ice Cream Sandwich esque OS to debut with iPad 3. Have you heard of any preposterous rumors about iPad 3? Share it with us. Leave your comments below. To report problems or to leave feedback about this article, e mail: ....ICS esque OS: Jefferies analyst Peter Misek expects Apple to merge iOS (iPhone/iPad) and OS X ( Mac) into a single platform for apps and cloud services starting either in 2012 or 2013 and complete in 2016. No doubt, this will enable seamless syncing and transfer of data among different Apple products but don't expect the new Ice Cream Sandwich esque OS to debut with iPad 3. Have you heard of any preposterous rumors about iPad 3? Share it with us. Leave your comments below. To report problems or to leave feedback about this article, e mail

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International Business Times: iPad 3 Features - What to Expect and Not to Expect (Rumors Roundup)

Berkshire Hathaway Inc. (BRK.A)

06:45 ET Jan 28, 2012

Chief Pulse Comment by Warren E Buffett

Jain "loves what he does, he's not looking to take my job," Buffett said last year. more

Bloomberg: Gupta Seeks Identity of Possible Tipper 'X'

Moog Inc. (MOG.A)

06:35 ET Jan 28, 2012

Chief Pulse Comment by John R Scannell

"We're off to a nice start," said Scannell, who succeeded Chairman Robert T. Brady as chief executive officer in December. more

Strong aircraft sales, partly the result of accelerated foreign shipments, helped Moog's first quarter profits rise by 9 percent, easily topping analyst forecasts. "We're off to a nice start," said Scannell, who succeeded Chairman Robert T. Brady as chief executive officer in December. The improved profits came as Moog's sales grew by 8 percent to $600 million, which also was slightly stronger than analysts were forecasting. Moog executives said they now expect the company's sales for the current fiscal year, which ends in September, to be al most 2 percent lower than they originally predicted because of weaker foreign currencies and a slightly lower industrial sales forecast
Share: Strong aircraft sales, partly the result of accelerated foreign shipments, helped Moog's first quarter profits rise by 9 percent, easily topping analyst forecasts. "We're off to a nice start," said Scannell, who succeeded Chairman Robert T. Brady as chief executive officer in December. The improved profits came as Moog's sales grew by 8 percent to $600 million, which also was slightly stronger than analysts were forecasting. Moog executives said they now expect the company's sales for the current fiscal year, which ends in September, to be al most 2 percent lower than they originally predicted because of weaker foreign currencies and a slightly lower industrial sales forecast....Moog did not change its earnings forecast for the full fiscal year, which remains at $152 million, or $3.31 per share. Scannell said the proposed U. S defense budget released Thursday left Moog's most important military programs , from the V 22 tilt rotor aircraft to the F 35 Joint Strike Fighter and the Blackhawk helicopter , relatively unscathed, although the F 35 production will be stretched out. "We're fairly comfortable with what's come out," he said. During the first quarter, Moog earned $36.4 million, or 80 cents per share, which was better than the $33.4 million, or 73 cents per share, that it earned a year ago....Commercial aircraft sales grew by 16 percent because of higher sales for the new jets being produced by Boeing Co and Airbus. "We had nice growth in the military side and nice growth on the commercial side," Scannell said. Moog's medical device business, which has struggled for the last few years, rebounded in the first quarter to earn $1.6 million , a sharp turnaround from its $1.5 million loss a year ago. Medical device sales grew by 7 percent to $35 million, bolstered by a 14 percent jump in revenues from medical pumps and a 5 percent rise in the sale of the administrative sets that are needed with each use....Medical device sales grew by 7 percent to $35 million, bolstered by a 14 percent jump in revenues from medical pumps and a 5 percent rise in the sale of the administrative sets that are needed with each use. "I'd say the business is on plan," Scannell said. "This is the third quarter of nice, solid sales.". Most of the issues that have hurt the medical device business in recent years , from start up troubles at its new plant in Costa Rica to a costly pump software recall , have been largely resolved....Most of the issues that have hurt the medical device business in recent years , from start up troubles at its new plant in Costa Rica to a costly pump software recall , have been largely resolved. One lingering issue is the medical device unit's development of a direct sales force and non exclusive outside sales representatives, a process that involves training that likely will take a couple of more quarters to complete, Scannell said. Earnings from Moog's industrial business grew by 10 percent to $15.8 million as sales also strengthened by 10 percent to $158 million. The unit had strong revenues from its simulation and test systems products, which offset lower revenues from industrial autom

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The Buffalo News: Business: Moog beats analysts’ first-quarter forecasts

Apple Inc (AAPL)

05:51 ET Jan 28, 2012

Analyst Comment by Antonio Sacconaghi at Sanford C. Bernstein

The iPhone probably makes up 67% of Apple's gross profit, according to data compiled by Sanford Bernstein's Toni Sacconaghi. more

Barron's This Week Magazine: Cook's Earnings Day: the iPhone Is the Apple Story

Sevcon, Inc (SEV)

03:50 ET Jan 28, 2012

Chief Pulse Comment by Matthew Boyle

Chief executive Matt Boyle said: "Business with new customers in the on road electric vehicle sector and continued demand for aerial work platform and forklift truck applications combined to accelerate Sevcon's top line growth and improved our profitability in the first quarter of fiscal 2012.". more

Much of the revival in business follows signs of economic recovery around the world with growing demand for the motor controllers and other parts it makes for vehicles ranging from forklift trucks to sports utility vehicles. Chief executive Matt Boyle said: "Business with new customers in the on road electric vehicle sector and continued demand for aerial work platform and forklift truck applications combined to accelerate Sevcon's top line growth and improved our profitability in the first quarter of fiscal 2012.". The company, which has factories in China, Mexico and Poland, has seen particular growth in overseas markets with the industrial boom in the Far East. "This was a strong sales quarter for us in Europe and the Asia Pacific region
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nebusiness.co.uk-Business News: Sevcon sales spurt sees revenues rise to £5.4m

Oasis Petroleum Inc (OAS)

03:48 ET Jan 28, 2012

Analyst Comment by UBS
UBS reiterates Neutral rating on Oasis Petroleum Inc
Target price cut from $36 to $34

UBS maintains a 'Neutral' on Oasis Petroleum ( NYSE: OAS ) price target lowered from $36 to $34. .. more

StreetInsider.com (subscription): UBS Maintains a 'Neutral' on Oasis Petroleum (OAS); 4Q Volume Light; 2012 ...

J. C. Penney Company, Inc. (JCP)

03:11 ET Jan 28, 2012

Chief Pulse Comment by Ron Johnson

Johnson added that he was not closing any stores, for now. more

More than 60 percent of its stores were built in or before the 1980s, according to Barclays Capital, and the company's overall sales have been weak. Johnson added that he was not closing any stores, for now. "When we haven't gotten the whole concept right yet, it doesn't make sense," he said. Denise Lee Yohn, a branding consultant, said that she was impressed with some of his ideas, but that Penney's physical presence was a limiting factor
Share: More than 60 percent of its stores were built in or before the 1980s, according to Barclays Capital, and the company's overall sales have been weak. Johnson added that he was not closing any stores, for now. "When we haven't gotten the whole concept right yet, it doesn't make sense," he said. Denise Lee Yohn, a branding consultant, said that she was impressed with some of his ideas, but that Penney's physical presence was a limiting factor....At the presentation last week, Johnson outlined some of Penney's troubles and his proposals to fix them. Though retailers use promotional pricing to attract shoppers, even if they often vow to move away from it when it gets too pronounced, Johnson said the method used what he called fake prices , artificially inflated prices that are on near constant markdowns. But consumers, he said, were not fooled. From 2002 to 2011, the average cost that Penney paid for an item stayed about the same, from $9 to $10...."Now most things are on 60 percent markdown, and every time we do that, we're discounting Penney's brand," he said. Johnson said that 72 percent of Penney's revenue came from products sold at a discount of 50 percent or more. The company is repricing all its items so that sale prices become everyday prices. The company will use sales data from last year to set prices at least 40 percent or less than the previous year's prices....And instead of mailed fliers, the company will send shoppers a 96 page catalog each month with a more magazine like presentation. Johnson, who spent more than a decade at Apple, stressed the similarities between that company 10 years ago and J. C. Penney today. But those who were expecting Apple esque technological prowess from Johnson's presentation did not get it. "You have to stay tuned.

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The Salt Lake Tribune - Business: New CEO sets path for J.C. Penney to reinvent itself