KLA Struggling, AMAT Sun Bound

While the economy might have picked up a bit, the semiconductor infrastructure industry’s latest results still leave a lot to be desired. KLA-Tencor’s (NASDAQ:KLAC) recently announced Q3 revenues of $309.6 million is a drop of 49% over the previous year’s $602.2 million. Last year’s EPS of $0.61 also fell drastically to loss per share of

Read Full Article »

Blue Nile Recovering

After having had a depressing run in the past quarters, Blue Nile (NASDAQ:NILE), a leading jewelry retailer with annual revenue of $295.3 million, seems to be back on track. While economic conditions have not improved drastically, the company’s performance is definitely upbeat.

What’s Next In SaaS?

Our SaaS coverage continues. We’ve seen acquisitions starting with Intuit buying PayCycle. Let’s see what’s up with Salesforce.com, and what is SAP likely to acquire with its rather large warchest. On May 21, Salesforce.com, Inc. (NYSE: CRM), a pioneer in the SaaS sector with annual revenue of $1.077 billion, reported its first quarter results that

Read Full Article »

Athenahealth Growing Nicely

Athenahealth (NASDAQ: ATHN), a provider of the health industry’s billing and practice management solutions for helping physicians collect their reimbursements, saw significant growth over the year, but failed to meet the market’s expectations of their Q1 results.

TiVo Looks Up At DVR IP Revenues

In a major uplift to the fortunes of TiVo (NASDAQ:TIVO), the pioneer in digital video recorders (DVRs) with annual revenue of $249.67 million, a U.S. district court in East Texas granted them an award of $103 million against Echostar, Dish Network’s sister company. This award goes a long way in helping TiVo, which recently reported

Read Full Article »

Rubinstein’s Revenge

The Palm Pre was released on June 6, and the verdict is that it delivers on many fronts and can be strong competition for the iPhone if it is able to fix its app store and attract third-party developers. Analysts are calling the launch a success. Let’s take a closer look at the phone’s features

Read Full Article »

Nokia Should Also Consider Acquiring Palm

The Palm Pre’s initial reviews are out, and most suggest it can challenge the iPhone with its QWERTY keyboard and a touch screen interface that finally matches the iPhone’s. Meanwhile, Apple is announcing a new iPhone on June 8 while Nokia is releasing the Nokia N97 mobile computer worldwide in June. In this post, let’s

Read Full Article »

Sprint Eagerly Awaits Pre

The Palm Pre is set to launch this weekend, and the buzz I see around it is one of keen anticipation. The phone’s exclusive carrier is Sprint, which is no giant like AT&T but rather a flickering light whose only hope seems to be the Pre. Let’s take a closer look at Sprint’s recent performance

Read Full Article »