Hurd Plans to Herd EDS into HP

Early year in the year, I observed that HP looks recession proof. Its recent EDS acquisition and earnings announcements go on to say just that. HP (NYSE:HPQ) yesterday reported a strong second quarter driven by strong international sales that accounted for 70% of its revenue and offset weakness in the US market. Earlier coverage is

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Networking Equipment Roundup: Polycom, F5, Nortel, Foundry, Alcatel

I have written extensively on Cisco and other networking players as part of the Online Video Beneficiaries Series and hinted at consolidation among the smaller networking players to take it on. Earlier this month, I reviewed Cisco and competition from 3Com and Juniper. Let us now look at the other networking players.

Media Conglomerates Roundup: IACI, TWX, VIA

Some of the media stocks worth watching reported their Q1 earnings recently.

More Consolidation in Optical Components

Last year, when I interviewed Jerry Rawls, CEO of Finisar, he shared with me Finisar’s strategy going forward: “The biggest new thing for us is our exposure in the telecommunications market. In the early days we did not want to enter that market because it was dominated by AT&T, Lucent, Nortel, but none of those

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Bullish on Autodesk

I wrote last month on it being a good time to buy Autodesk (ADSK). The stock was trading at $33 then and today post the announcement of its Q1 results is trading at $41 levels. A good 25% return in a month.

Samsung, Apple and Vertical Integration

We discussed Apple’s vertical integration thoughts in prior posts. I also did a Forbes column on the subject, looking into the Jobsian mind to cull what’s cookin’ … The company that is perhaps the best positioned to compete in a vertically integrated convergence device world is Samsung. Let’s look at what’s going on at that

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Oil at $127, Buy Sunpower

Sunpower’s (SPWR) strategy on tying up with PolySilicon vendors seems to be getting them the expected results as is evident from their recently announced Q1 results and future outlook.

ADP, Paychex Signal Slight Weakness

In an earlier post regarding payroll providers ADP and Paychex, I had observed that they hadn’t signaled any weakness due to the economy. Things seem to be a bit different this quarter. ADP said it is “somewhat” affected by the slowing economy. Paychex also saw signs of a weakening economy with a more difficult than

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