Top 10 Semiconductor Stocks

Most of the growth in the semiconductor industry these days is due to consumer products. Semiconductor companies stand to gain from the iPhone phenomenon and the convergence device movement, which is only at the beginning of its incredible growth curves. I recently listed the 3G iPhone’s Top 5 Component Beneficiaries. Here I look at the

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More Media Stocks: Viacom, News Corp

I continue my analysis of media stocks’ quarterly results with a discussion of Viacom and News Corp, both of which recently announced their June quarter results.

Restructurings at IAC, Time Warner

The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings.

Wireless Carriers: Sprint and T-Mobile

On August 6, Sprint Nextel Corp. (NYSE: S) reported second quarter results that beat analyst estimates. The new CEO, Dan Hesse, has put in place a turnaround plan for improving customer experience, building the Sprint brand, and increasing profitability. The plan is already showing results: the churn rate decreased to 2% from 2.45% last quarter.

Top 8 SaaS Stocks

We’ve been looking at SaaS closely for a while now. Let’s do a recap of the Top 8 SaaS Stocks that I am tracking. Also, I want to reiterate that I believe SaaS stocks are recession-proof.

Semiconductor IP Players: IDCC, Tessera

InterDigital, Inc. (NASDAQ:IDCC) reported a strong second quarter on August 6. Added to the positive news in two major cases, its shares soared to a 52-week high of $28 on July 31. InterDigital is a top 5 beneficiary of the 3G iPhone, as its licensing technology is used not just by Apple but by RIM,

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Online Travel: Expedia, Priceline, Orbitz

The three key online travel companies are going through a rough patch following their recent quarterly earnings reports.

More SaaS: Concur, Taleo, RightNow

Concur, the expense management software maker, released its earnings for the second quarter of 2008. Subscription revenue growth was the main driving force behind their robust earnings. The company posted net income of $4.5 million or $0.09 a share, compared with $1.8 million or $0.04 a share in the corresponding quarter last year. Total revenue is

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