Internet Stock Roundup: SFLY, MNST, NFLX

This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly and Monster are facing an economic slowdown environment. Netflix may actually be benefiting from the slowdown since people tend to stay at home during recessions, and not eat out, go to the movies, or spend gas money

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Networking Sector: F5, Juniper, Akamai

I have written extensively on Cisco and other networking companies as part of the Online Video Beneficiaries Series in which I suggested that smaller networking players will consolidate to take it on. The core businesses of Cisco’s biggest rival, Juniper, are going strong. F5 is also taking small steps in fighting Cisco in its niche

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Disney Has Fertile Acquisition Grounds Ahead

The Walt Disney Company (DIS), the entertainment major, announced Q3 results yesterday, reporting a 9% rise in net income for the quarter.

3G iPhone and Verizon, AT&T Earnings

With the cheaper and faster 3G iPhone selling 1 million in the first weekend, you would think Verizon must be worried. But yesterday in its earnings call, it said the iPhone effect is minimal, if not positive.

SaaS: Omniture and Citrix

Omniture declared their second quarter earnings on July 23. Net loss was $6.5 million or $0.09 per share, compared with $4.1 in the second quarter of 2007. GAAP revenues for the same period were $71.6 million, compared with $63.2 million in the previous quarter and $33.5 million for the same period a year ago. This

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iPhone Bounties for Qualcomm, Infineon

Infineon figured at the top of my recent list of 3G iPhone’s Top 5 Component Beneficiaries. It is a major beneficiary with four wins: the digital baseband processor, a UMTS transceiver, a power management chip and a GPS chip. But there is a bigger beneficiary without a single design win in the 3G iPhone: Qualcomm.

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Cadence Comes Tumbling After

Cadence announced rather unimpressive Q2 results yesterday. Revenues of $329 million were higher than the market’s expectations and grew 15% sequentially but recorded a 16% year-on-year decrease.

Buying Opportunity with VMWare

VMware (VMW) is facing troubled times. With the recent announcement of Microsoft entering the hypervisor (virtual machine monitor) business, the management change of CEO Diane Greene getting fired and management having to revise down guidance, the stock has hit quite a turbulent patch.