“Anyone who has never made a mistake has never tried anything new.”— Albert Einstein |
Digital River, Inc. (DRIV), which provides e-commerce solutions to software publishers and consumer technology companies, is on a roll. The complex licensing and subscription management operations of many software companies are outsourced to Digital River. We haven’t covered Digital River much, but it is a top holding for several internet focused mutual funds. Read the full article »
Bargains abound amidst the financial fiasco. Let’s look for the ones in the handset sector. The iPhone has created a flurry of activity in the handset market; more handset makers are moving towards the convergence device trend. Just yesterday, Nokia released its response to the iPhone, a touchscreen 5800 XpressMusic smart phone called the Tube, right on the heels of HTC’s G1 phone on Google’s Linux-based Android platform.
The financial crisis is making things tough. Handset makers are reeling under the pressure of higher component costs. Nokia lost market share and RIM missed estimates. And yet, there is still a lot of promise for this sector. Let’s take a look at how the top 5 handset stocks are poised in this market.
Also, this morning, HP announced its entry into the smartphone sector.
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The financial markets are scary, and amidst this turbulence, earnings season is under way. Micron (MU) reported a larger-than-expected fourth quarter loss yesterday. The company was affected by the oversupply situation in the DRAM and NAND markets. Semiconductor prices continued to plunge and NAND ASP declines outpaced cost reductions; as a result Micron had to writedown its inventory for $205 million. Read the full article »
I wrote a controversial Forbes column, How Amazon Could Change Publishing, in the spring. In this column, I submitted that Amazon could disintermediate traditional publishers and agents, and free up money that they could share with authors. My hypothesis was based on the fact that since Amazon has a technology-based merchandising system capable of figuring out which of its customers might like what other books, it could target those customers to bring to market other books within a particular genre. Read the full article »
Here is a compilation of top 12 enterprise software stocks worth watching, especially after yesterday’s beating in the stock market. If you have the nerve for it, you can consider buying some. Read the full article »
On September 24, Paychex, Inc. (NASDAQ: PAYX), the leading payroll and personnel services provider, reported first quarter results that met earnings estimates but missed revenue estimates. In earlier coverage, I suggested that it could be a SAAS aggregator. Read the full article »
The global outsourcing and consulting giant, Accenture (ACN), reported Q4 earnings yesterday, beating analysts’ expectations and supporting their position at the head of my Top 10 Outsourcing Stocks list. Read the full article »
Yesterday, Research In Motion Limited (RIM) (Nasdaq: RIMM; TSX: RIM) reported second quarter results that were in line with guidance but slightly below analyst estimates. A major reason for missing estimates was the delay of the BlackBerry® Bold in the US market due to battery and 3G connectivity issues. Read the full article »
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