Comcast Looks Strong

At a time when most companies are revising down their annual outlook, Comcast (CMCSA) has already met their free cash flow target for the year in just three quarters.

Cheap Chips: TI, Broadcom, STM

There have been some significant developments in the semiconductor industry, especially at Broadcom and Texas Instruments. TI is planning to sell off its baseband arm and Broadcom is the rumored buyer. Broadcom is also buying AMD’s TV chip business. This post will look at the recent earnings results of these companies as well those of

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Networking Stocks: Akamai, Level 3, Polycom

I recently put together a list of top 10 networking stocks. Akamai, which was featured on this list, reported its results yesterday. In this post I discuss their results and those of two other networking companies on the list that recently reported, Level 3 and Polycom.

Strong Results From VMW, EMC

Till last quarter, VMware (VMW) was facing trouble. In these times, when most companies are reporting rather depressing results, both VMW and its parent company, EMC’s results were a pleasant surprise.

SAP Tightening Up

SAP’s results reveal that compared with the last quarter, when it seemed to be going strong, the company has become yet another giant to be affected by the global economic crisis. Its shares fell almost 50% in a month as the crisis worsened. Yesterday, SAP reported third quarter results and lowered its profit margin target for

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Outsourcers Cautious

I had covered some of the most well-known Indian IT outsourcers in my list of Top 10 Outsourcing Stocks published in September. A few of these outsourcers recently announced their quarterly results, and in this post I discuss Wipro and Satyam.

Yahoo! Fumbling Away

Yahoo!’s (YHOO) performance does not seem to be improving. Add the current economic conditions to their already worrisome leadership issues and you have a stock that continues to be in free fall.

Microsoft’s View Of Recession

The IT giant Microsoft (MSFT) isn’t safe from the damage caused by worsening economic conditions, as was evident from their Q1 results last week.