Bullish On ERII

After disappointing results for last quarter, Energy Recovery Inc (ERII) beat the market’s expectations this quarter, and the company gave a positive outlook for the coming quarters. For an in-depth look at the global water crisis and business opportunities therein, read Dominique Trempont’s Water Shortages: Opportunities for Entrepreneurs.

WebMD Refreshingly Healthy

In times when most companies are either reducing their outlooks or even refraining from giving them, health portal WebMD, one of my favorite Internet stocks , not only announced Q4 results that beat the market’s expectations but also reaffirmed its 2009 outlook.

Carriers: Sprint and T-Mobile

After two years of gloating over the iPhone, we finally might have something else to talk about: the Palm Pre, which is to be launched by Sprint on March 15. Both Palm and Sprint have been hit hard by the iPhone, or the lack of a good enough iPhone challenger. There are a lot of

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Salesforce.com Needs Focus On Margins, Acquisitions

As we saw in our other posts on SaaS companies, the SaaS sector is still doing pretty well. Let’s now examine the results of the leading company in the sector, Salesforce.com. On February 26, Salesforce.com (CRM) reported its fourth quarter and fiscal year 2009 results. Despite the recession, Salesforce.com beat estimates and managed to achieve

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Be Careful With Tessera

Last month on February 2, Tessera Technologies Inc. (NASDAQ:TSRA), an IP licensing company and a leading miniaturization technology provider, reported fourth quarter results that beat Street estimates. Despite the economic downturn, Tessera continues to benefit from the convergence device and electronics miniaturization trends. For a better understanding of the company’s strategy, read my earlier post

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Autodesk Proceeding With Acquisitions

Autodesk’s (ADSK) stock has been tumbling since last year. The recently announced better-than-expected Q4 results did not bring it any luck, either, a pity because I am a huge fan of this company

TiVo’s Competition ZillionTV Launches

This week, a new company was launched that CNBC introduced as TiVo on Steroids. I have written about ZillionTV a bit while it was still in stealth mode, but today, you can start reading my interview with Mitch Berman, ZillionTV’s CEO. ZillionTV just launched with major studio backing.

MercadoLibre Continues Strong Growth

MercadoLibre (NASDAQ:MELI), the Latin American online auctioneer, continued to deliver remarkable results at a time when most companies are failing to meet expectations.