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.

Disney Delights, Netflix Not

I have covered the online movies section earlier in my Web 3.0 analysis. Two relevant companies in the discussion recently announced their results.

Cisco and Competition

In the Online Video Beneficiaries series, I have written extensively on Cisco and other networking players (or dwarfs?) and hinted at consolidation among the dwarfs to take on the giant. In this post, we will look at Cisco’s earnings report and also look at 3Com and Juniper and assess their strategy and progress with Cisco.

LeapFrog, A Good Buy

LeapFrog Enterprises (LF), the educational gaming company, announced their Q1 2008 results yesterday. Their revenues of $58.3 million were 4.3% lower than previous year Q1 revenues but were substantially higher than the market’s expectations of $51.7 million. For the quarter, their loss per share of $0.43 was lesser than the market’s projected losses of $0.48.

Microsoft’s Shopping List

Let Yahoo deal with its mess, Microsoft should go cold turkey on them for a year now, and let Jerry Yang get fired for failing to create shareholder value. A far more interesting question looms on the Microsoft side. What is Microsoft’s Internet strategy going forward?

Comcast Continues Upward Trend

I had mentioned in January that it was time to buy Comcast. In April, their Q4 results followed my predicted path and this week as they announced their Q1 results, the trend continued.