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eCommerce Growth Continues In Latin America

Posted on Monday, May 11th

MercadoLibre (NASDAQ:MELI), Latin America’s eCommerce leader, continues on its growth path despite the poor global economy. Recently announced Q1 revenues of $32.3 million were 12% higher than the previous year’s revenue. The company missed the Street’s expectations of $32.9 million. However, EPS of $0.12 exceeded the market’s expectations of $0.10 and represented growth of 140% over

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33% Of Planet Earth Will Face Water Shortages By 2025

Posted on Friday, May 8th

We have been watching the BBC’s wonderful documentary, Planet Earth. The dangers facing the planet are many. One of them is water shortages. Water desalination technology leader Energy Recovery Inc (NASDAQ:ERII) had a mixed quarter. Q109 revenues grew 39% to $12.6 million to beat the market’s expectations of $12 million. EPS of $0.03 was in

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Nightmare In Networking, IBM Sniffing Around

Posted on Thursday, May 7th

Yesterday Cisco, the networking giant with annual revenue of $39.5 billion, reported a mixed third quarter that beat analyst expectations even as profits and sales declined. Like its rival Juniper, Cisco saw signs of stability in the industry.

WedMD Healthy, Shutterfly Should Acquire Blurb

Posted on Thursday, May 7th

Here is a quick look at some of the recently announced results for a few Internet stocks which have done well in the current depressed times.

Disney Should Study Slumdog

Posted on Wednesday, May 6th

There was a little less sparkle in the Magic Kingdom this quarter with the announcement of Disney’s Q2 results. Revenues fell 7% to $8.09 billion, which was slightly lower than the Street’s expectations of $8.15 billion. EPS of $0.43 was marginally higher than the market’s expected $0.40.

Akamai Continues To Be Critical To Net’s Future

Posted on Tuesday, May 5th

Akamai (NASDAQ:AKAM), the leading web acceleration provider with annual revenue of $790.9 million, reported first quarter results on April 29. The increasing use of online video and IP connected mobiles are the trends driving Akamai’s growth even during the current economic conditions. An interesting read to understand these trends is my discussion with Tom Leighton, co-founder

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Wireless Only Ray Of Light For Chip Vendors

Posted on Monday, May 4th

Last week, in our post on the three chip companies, Qualcomm, Broadcom, Texas Instruments, we saw that demand had improved, especially in China. In its first quarter report on April 29, STM, which had annual revenue of $10 billion in 2008, observed improved demand in Asia but said it needed time to confirm the trend.

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How About SAP + Salesforce.com?

Posted on Thursday, Apr 30th

While Oracle and IBM have been in the news with their strong quarters and acquisition bids and plans, their competitor, SAP (NYSE:SAP), the world’s leading provider of business software with 2008 revenue of €11.57 billion or $16.3 billion, has been lying low. On the eve of its first quarter earnings report, which missed estimates, let’s see

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