News and Analysis Results
World's greatest hardware guru turns flacktastic
Steve Milunovich - the world's greatest hardware guru - has given up on the guru business in favor of being a flack. Milunovich joined the Brunswick Group, becoming a partner at the "communications consultancy." The firm expressed excitement over Milunovich's investing and technology "expertise." Apparently, they missed his …
Merrill Lynch rehires world's greatest hardware guru
Steve Milunovich - the world's greatest hardware guru - has denied the heart palpitating life of a hedge fund manager and returned to Merrill Lynch, The Register can reveal. Well, to be fair, it seems the hedge fund world denied Milunovich more than he denied it. Miloonovich set out last August to start a new "digital economy" …
St. Fister cured of Itanic wickedness
The fourth and likely last Itanic miracle has occurred with St. Fister – he of the blessed hand – being cured of all the chip’s wickedness and beastly impulses. Mike Fister once worked as Intel’s server processor chief. In this role, he managed to make Itanium processor hatred disappear with but a wave of his arm and a …
World's greatest hardware guru retires
Regular Register readers will recoil from the same rush of sadness that hit us earlier today after learning that Merrill Lynch's star hardware analyst Steven Milunovich will retire in September. Dignitary? Luminary? Oracle? Power broker? Server sleuth? Storage stalwart? It's almost impossible to find the right word or even …
Sun critic trades up on Wall Street
In a move likely to leave Scott McNealy choking on his cornflakes, Forbes.com has named Merrill Lynch analyst Steven Milunovich Wall St's number-one analyst. Milunovich, lovingly referred to as "The Loon" at El Reg, has been rated top stock picker in computers and peripherals scoring an excess return of nearly 30 per cent. The …
Apple financials rude with health
Apple shipped a record number of iPods and shifted more Macs than at any time since the 2001 crash, the company reported today. It's the first quarter in which the result of the Apple's new low cost strategy - the iPod Shuffle and the Mac mini - came on stream, although these products were available for most but not all of the …
Analyst warms to Sun's Q4 run
Sun Microsystems' arch-nemesis analyst Steven Milunovich issued a surprisingly positive note for the company today, saying fourth quarter revenue appears to be coming in higher than expected. Merrill Lynch's ace analyst consulted his crystal ball and saw Sun pulling in $3.13bn in the quarter, as compared to his previous …
HP must create separate printer biz - analyst
One of Merrill Lynch's top analysts stunned the computing industry this morning by calling for HP to split into two companies. None other than Steve Milunovich, a first vice president at Merrill Lynch, has come up with a drastic plan for reworking HP's structure. The analyst, in a research note, called on HP to either divide …
Analyst sees St. Fister in Itanium wafer
Does anyone have a direct line to the Pope? We've witnessed another Itanic miracle and think it's time Intel's server processor chief Mike Fister begin his walk toward sainthood. Joe Clabby, of analyst firm Clabby Analytics, is the third man to undergo the miraculous transition from Itanium basher to EPIC worshipper. In a …
Sun and AMD toast their Opteron marriage
As previously reported by The Register, Sun and AMD have formed a relationship around the Opteron processor and Solaris x86 and are teaming to lure software partners such as Oracle onto their systems. Over the next year, Sun will roll out two and four processor Opteron servers. The systems will be available with Linux and Sun's …
Sun's Linux desktop off to flying start
Some say Sun Microsystems should give up on its Linux desktop ambitions, but there are serious signs of life that indicate the company may be on to a good thing, The Register has learned. Well placed sources have confirmed that Sun is teaming up with service providers to roll out a whole new set of "rented" desktop services. As …
Sun shares jump on Youngjohns
Sun Microsystems shares shot higher on Monday as one executive pumped up investor confidence while one analyst tried to drain it. Sun's share price rose 11.11 percent to a close of $4.39 per share. This gain outstripped that of rivals such as IBM, Dell, EMC and HP - all of which enjoyed modest rises (less than 2 percent) on the …
Sun struggles in Q1
As warned, Sun Microsystems posted underwhelming results for its first quarter, but the company's gripping conference call with financial analysts more than made up for the sub-par numbers. For the period ended Sept. 28, Sun reported revenue of $2.54 billion, which is an 8 percent drop from the $2.75 billion reported in the …
HP has one free port for Sun customers
Looking to kick a competitor while it's down, HP has started a new campaign in which it will provide various software porting services to Sun Microsystems customers at no charge if they agree to abandon Sparc/Solaris systems. HP's "switch and save" program is a bit thin on actual product, but there are a couple of deals to be …
The Loon rides again with attack on Sun's comic value
A Sun Microsystems conference would not be complete without the witty musings of Merrill Lynch analyst Steve Milunovich. Milunovich's reputation as "The Loon" precedes him. This is the man that backed research and development with unparalleled vigor during the dot-com boom only to turn his back on technology development a stock …
Investors squeeze 10% out of HP shares
HP's shares were hammered during Wednesday trading as investors reacted to a poor showing in the company's third quarter. HP's stock fell 10.45 percent to close at $19.80, while rivals and the overall market were flat. The vendor was punished by poor margins in its PC business in the third quarter and then taken to task by …
Sun-Apple rumors set markets jangling
A few spontaneous remarks by Sun Microsystems' pony-tailed software marketing whizz-kid Jonathan Schwartz have set analysts a-flutter. Sun used the LinuxWorld show in town this week to showcase its Linux desktop, codenamed 'Mad Hatter', for the first time. There's nothing particularly interesting about Mad Hatter, which is …
Sun's shares tumble, The Loon grumbles
Sun Microsystems shares took a serious hit in the early hours of Wednesday trading, opening the door for Merirll Lynch's top server analyst to wax eloquent on Sun's demise. Sun tends to post its best results for any fiscal year in Q4, and true to form, it did. The problem is that the numbers posted by Sun on Tuesday came in …
Computers are making us stupid
Computers in all their various guises are making us stupid because we're relying on them too much instead of giving our own brain cells a workout. That, at least, is what researchers from a Japanese university are saying. Of course, the headline-grabbing conclusion is drawn from exceedingly flimsy evidence - out of 150 people …
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