Naukri Can Roll-up Indian Consumer Internet Sector

Info Edge (BOM: NAUKRI), which owns Naukri.com – the largest job portal in India – announced its Q4 results last month. Comscore data over the last 3-6 months shows that Naukri holds around 50% of the market share.

Sonic Eyeing Digital Media Roll-Up

Sonic Solutions (SNIC) is a provider of digital media software for consumer and professional users. Last week, the Company announced their annual results for the fiscal year ending March ’08.

Infineon: Industrial and Automotive business

By Vijay Nagarajan, Guest Author We recently evaluated Infineon’s financials and the negative impact Qimonda has had on it. While it is facing difficulties offloading its Qimonda stake, the German chipmaker has done well in its two business segments. Let us take a quick look at the Industrial and Automotive business in this part.

Where is Adobe Going vis-à-vis Apple?

Adobe has been around for more than 25 years now and a significant part of that period is marked by its successful symbiotic relationship with Apple. However, over the past few years, this relationship has turned sour with their products competing with each other (e.g. Final Cut and Aperture from Apple).

Nokia In Light of the 3G iPhone

In a recent post on the impact of 3G iPhone on RIM, we saw how RIM and Nokia stand to gain from the iPhone momentum in the smartphone industry. In April, Tom Libretto, vice president of Forum Nokia, talked about a new touch-screen mobile phone that is supposed to take on the iPhone. Called the

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3G iPhone Impact on AT&T and Verizon

The new 3G iPhone has changed the game plan for AT&T. AT&T is still the exclusive carrier in the US and the iPhone comes with a 2-year plan but AT&T will no longer be sharing subscription revenues with Apple.

Infineon: Company Overview

By Vijay Nagarajan, Guest Author We have, over the past year, presented detailed valuation theses for various mobile chipset vendors namely Qualcomm, Texas Instruments, Broadcom, InterDigital, Marvell and STMicroelectronics. This matrix will not be complete without Infineon – the German Chipmaker.

Digital River Up, WebSense Down

Digital River, Inc. (DRIV), provider of outsourced e-commerce solutions to various companies in the software and high-tech products, consumer electronics, computer and video games, announced Q1 results last month crossing $100 million for the quarter for the first time ever.