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Acquisitions Coming From Seagate?

Posted on Tuesday, Aug 19th

Seagate is facing difficult times. Will it tackle the situation via acquisitions? Let’s take a look.

Deal Radar 2008: Wetpaint

Posted on Tuesday, Aug 19th

Wetpaint is a social publishing platform. Headquartered in Seattle, Washington, the company was formed to make it easier for people to share their experiences and information online. Founded in 2005 and previously named Wikisphere, Wetpaint combines the best of blogs, wikis, forums, and social networks.

Maintaining Buy On Autodesk

Posted on Monday, Aug 18th

Autodesk (ADSK) has been doing well for a few quarters. I had recommended Buy on the stock when it announced Q4 results last year, maintained this recommendation after the Q108 announcement, and again reiterate my view following the Q2 results announced at the end of last week.

Turnaround Progress At Motorola

Posted on Friday, Aug 15th

In my most recent post on Motorola, I looked at its turnaround prospects and first quarter results and concluded that the company is not to be written off. Second quarter results, reported July 31, showed a marked improvement that took most by surprise.

Buying Opportunity With ERI

Posted on Thursday, Aug 14th

Earlier last month, Energy Recovery Inc., the clean-tech shining star, made an IPO which shook the dead IPO market.

Top 10 Semiconductor Stocks

Posted on Wednesday, Aug 13th

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

Posted on Wednesday, Aug 13th

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

Posted on Tuesday, Aug 12th

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