SaaS Stocks: Concur, NetSuite, Taleo

Last week, I reviewed the performance of some SaaS companies, namely SuccessFactors, RightNow, Omniture and Citrix in the context of the recession. As I have discussed before on this blog and in my Forbes column, I believe SaaS companies will be able to withstand a prolonged downturn. In this post, I look at how Taleo,

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Energy Recovery: Strong Buy

Seawater desalination leader Energy Recovery Inc’s, (ERII) Q3 results were disappointing compared with the previous year’s performance, yet the company managed to beat both market expectations and last quarter’s outlook.

Semiconductor IP Stocks: ARM, InterDigital, Tessera

In this post, I take a look at the impact the recession is having on three major semiconductor intellectual property (IP) players: ARM, InterDigital and Tessera (earlier coverage is available here and here). It seems as though royalty revenues are growing just fine, presumably on the wings of ballooning handset sales across the world, from

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Internet Stocks: WebMD, Shutterfly, Monster and Netflix

Yesterday’s analysis of ZipRealty, MOVE and Blue Nile showed that even though there’s no doubt the global financial crisis is hurting online commerce across industries, it’s not all bad news. The recently announced Q3 results of some of my other favorite Internet companies are further evidence that while revenues are often lower than expected and stock

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Internet Stocks: ZIPR, MOVE, NILE

The tightening of the credit markets has had an impact on consumer behavior not only across the United States, but across the globe as well. Not surprisingly, it has had a more pronounced effect on the purchase of real estate since the housing crisis is what spawned this mess.

Qualcomm Quite Cheap

Yesterday, Qualcomm (Nasdaq: QCOM), which tops my Top 10 Semiconductor Stocks list, reported mixed fourth quarter and fiscal year 2008 results.

Networking Stocks: Cisco, Juniper

It’s been a year since Cisco first warned about a slowdown in US technology spending. Now, as it releases its Q109 results, the company says the slowdown has spread to Europe, emerging countries and Asia. In this post, we will look at the performances of Cisco and Juniper in the face of the weak economy.

SaaS: SFSF, Citrix, Omniture, RightNow

There is one tech sector that I feel is relatively recession-proof: Software as a Service (SaaS). My list of top SaaS stocks is available here. SaaS companies help businesses cut costs, which is why they should thrive in this weak economy. Let us review the performance of some SaaS companies that have recently reported results,

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