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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Wireless Carriers RoundUp

AT&T must be thankful for the phenomenon called iPhone. Last month, on April 22, it announced its Q1 results. Though its share of fixed lines has been shrinking, its growth in the wireless segment is helping it offset the weakening core business. In this post, I will compare the progress of the wireless carriers. Earlier

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Online Travel: Priceline Prospers, Expedia & Orbitz Slow

Last week, the key online travel players announced their Q1 results and it was quite a mixed bag as expected by some of them.

NILE, ZIPR DOWN; WBMD, MNSTR UP

Last week quite a few of the companies I have covered in the Web 3.0 analysis released their Q1 results. While some showed impressive performance, quite a few were battling the recession. Here is an analysis of some of these stocks.