Rod Hall

Brocade Communications Systems, Inc. (NASDAQ: BRCD) on Thursday announced its intent to acquire the SteelApp assets of Riverbed Technology, Inc. (NASDAQ: RVBD). In a note on Friday, JP Morgan's Rod Hall commented that the SteelApp generated around $55 million of revenue in 2014, implying...

Rod Hall of JP Morgan on Thursday commented in a note that Apple Inc. (NASDAQ: AAPL) is reportedly set to tap Samsung to lead the fabrication of its A9 chip due to Samsung's leadership position at the 14nm node. Hall also notes that Apple is reportedly working on its own OTT Pay TV package...

Shares of Best Buy Co Inc (NYSE: BBY) tumbled after the company projected dismal sales projections for FH1 2016 (which starts in February), despite having relatively strong holiday sales. Shares closed Thursday at $34.30, down 14 percent. JP Morgan's Rod Hall said that Best Buy's main...

JP Morgan analyst Rod Hall discussed Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) earnings saying, "TSMC beat expectations on Q4 results, and proceed to issue very strong Q1'15/2015 guidance." Hall further mentioned several key highlights from the company's conference...

Rod Hall of JP Morgan on Thursday upgraded shares of Corning Incorporated (NYSE: GLW) to Overweight from Neutral with a price target raised to $26 from a previous $21 due to increased UHD penetration expectations. According to Hall, the Iris Glass that was recently unveiled at the CES...

BlackBerry Ltd (NASDAQ: BBRY) shot up sharply higher Wednesday following a Reuters report that Samsung (OTC: SSNLF) was in discussion to offer $13.35 to $15.49 per share for the smartphone maker. Since closing at $12.60, both BlackBerry and Samsung have denied the rumor. That erased the...

JP Morgan analyst Rod Hall commented Tuesday on how Gartner’s preliminary PC numbers impact Apple Inc. (NASDAQ: AAPL). “We believe that PC unit data is generally looking up for the first half of the year though ASP trends remain downward. Our main concern for the existing PC market...

JP Morgan's Rod Hall on Monday commented that Apple Inc. (NASDAQ: AAPL) has now caught up with domestic iPhone 6 demand, as consumers will no longer be forced to wait when purchasing an iPhone 6 or iPhone 6 Plus. According to Hall's checks at Apple retail outlets in the Southern U.S., only the sim-...

Apple Inc. (NASDAQ: AAPL) recently stated that throughout 2014 its apps generated $10 billion in revenue for developers and $25 billion in cumulative revenue. The company stated that its App Store billings rose 50 percent from 2013's level. Rod Hall of JP Morgan commented in a note on...

Following Day 2 of CES 2015, JP Morgan’s Rod Hall mentioned that Seagate Technology PLC (NASDAQ: STX) “presented at our 13th Annual CES Tech Forum and said that they are planning for flattish PC shipments this year – better than our current forecast for a 1.9 percent Y/Y decline...

JP Morgan’s Rod Hall commented on Cisco Systems, Inc. (NASDAQ: CSCO) following Day 2 of CES 2015. Hall noted that Cisco “launched a new set top box called the “Worldbox” in collaboration with Charter.” “Charter said that they secured a waiver from the FCC...

BlackBerry (NASDAQ: BBRY) gained nine percent after opening sharply higher Friday when it posted a narrower-than-expected quarterly loss. Despite BlackBerry's relatively rosy first-quarter revenue of $966 million and an adjusted loss of $0.11 per share, analysts were largely unmoved. But...

J.P. Morgan released some comments on Apple (NASDAQ: AAPL) on Tuesday and reiterated its Overweight rating. Analyst Rod Hall believes the company “is likely to cannibalize its MacBook Air line in the next 12 months and possibly in 2014 by adding a keyboard/mouse centric user interface to iOS while...

In a report published Thursday, J.P. Morgan analyst Rod Hall reiterated a Neutral rating and $60.00 price target on QUALCOMM (NASDAQ: QCOM). In the report, J.P. Morgan noted, “Qualcomm reported an in line quarter but then guided weak for both FQ1 and F2014 topline growth. The main surprise on the...

In a report published Thursday, J.P. Morgan analyst Rod Hall reiterated a Neutral rating on Cisco Systems (NASDAQ: CSCO), but lowered the price target from $26.00 to $24.00. In the report, J.P. Morgan noted, “Cisco reported in line FQ4 results but then proceeded to perplex us by indicating...