Promising athenahealth

In a season in which so many companies are producing disappointing results, gems like athenahealth still exist. athenahealth (NASDAQ:ATHN) is a leading provider for the healthcare industry’s billing and practice management solutions. athenahealth just completed its first year as a public company. I recently spoke with Jonathan Bush, athenahealth’s CEO. You can read the interview here.

InterDigital Looks Good

On March 2, InterDigital reported a strong fourth quarter. As we saw in our most recent post on the company, InterDigital resolved its long-running 2G and 3G licensing disputes with Samsung. This resulted in their signing a 2G and 3G patent agreement with Samsung that will generate $400 million cash over 18 months. With this deal,

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Samsung Balances In Two Major Markets

Weak demand and economic conditions in the semiconductor sector finally have taken a toll on Samsung Electronics, the world’s second-largest semiconductor producer. On January 23, Samsung reported its first ever quarterly loss in in the fourth quarter and in fact its first ever loss since 2000, when it started reporting quarterly results. However, the good

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Oracle and SaaS: Inevitable

After reporting a solid third quarter that beat estimates and declaring its first dividend, on Monday Oracle (NASDAQ:ORCL) decided to go on a shopping spree. It started the quarter by acquiring Relsys International, which provides drug safety and risk management software. There are also speculations about Oracle acquiring Red Hat, but the enterprise software giant

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LeapFrog Lows

The recession does not seem to be good for the educational gaming company LeapFrog, which announced rather depressing Q4 2008 results earlier this month. The company has been trying to do a turnaround and with its new product, Tag, the 2008 holiday season was extremely critical.

EDA Industry Update

All four major EDA players recently announced their results which, as expected, were not too encouraging. In this piece, we will provide an analysis of the industry’s recommended moves for the immediate future.

Blue Nile Struggles Amidst Luxury Industry Collapse

MasterCard’s SpendingPulse recently reported that the 34% decline in sales of luxury items was the highest year-on-year decline of any retail category during the holiday season and that the reduction was led by falling jewelry sales. In such conditions, it is not surprising that Blue Nile (NILE) recently announced a lackluster Q4 performance.

Calling For a Palm-Dell Union

Yesterday, Palm reported a dismal Q3 as losses widened and revenue plunged 71% due to pricing concessions and weak sales of its aging portfolio. The much-awaited Palm Pre, which is expected to bring the company back to profitability, is on track to be launched on Sprint in the first half of the year.