ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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ST Microelectronics: Financials

By Vijay Nagarajan, Guest Author In the introduction to this series, I reviewed the company’s history and businesses. Let us now review the company’s financials from a more holistic perspective.

VMW, EMC: The Bargain You Were Looking For?

VMware (VMW) had hit a high of $125/share in October last year after his hyper-hyped IPO, and fell to $90 in November. I had recommended investment in the stock on a bargain day. With the stock trading at $65 levels, it has already risen 12% since the announcement of its results. It might still be

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Motorola’s Turnaround Prospects

On April 24, Motorola Inc. (NYSE: MOT) reported a weak first quarter that highlighted its pain. In March, Motorola confirmed that it will split its business in 2009 into two independently traded companies -Mobile Devices and Networks Mobility and Enterprise Mobility Solutions after Carl Icahn threatened to start a proxy fight. Earlier coverage is available

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ST Microelectronics: Overview

By Vijay Nagarajan, Guest Author ST Microelectronics (STM) has been making steady progress in the wireless world. Last month, it decided to merge its wireless assets with NXP to form a JV that is now the third-largest wireless semiconductor company in the world. As we continue our vendor matrix study, we will dissect STM this

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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.