IBM Looks Solid

IBM on April 17 reported a strong first quarter that beat all estimates. Revenue was $24.5 billion, up 11% y-o-y and down 15% sequentially and diluted EPS was $1.65 per share, up 36% y-o-y and down 41% sequentially. Analyst estimates were a profit of $1.45 a share on revenue of $23.7 billion. It bought back

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Marvell: Connectivity Solutions

By Vijay Nagarajan, Guest Author As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s

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Marvell: WLAN market

By Vijay Nagarajan, Guest Author So far in the Marvell series, we have looked at the storage and Ethernet business areas. We also briefly touched upon the overall company strategy. As we move on to dissect the company’s wireless business, we will start with its position in the WLAN market.

Google Strong, But Microsoft Pays Attention to Verticals

Google (GOOG) reported their Q1 numbers yesterday exceeding all market expectations. Q1 revenues were $5.2 billion with EPS of $4.84 compared to the street’s views of $5.1 billion with EPS of $4.52. The revenue reported a 42% increase over Q1 revenues of the previous year.

Marvell: Ethernet business

By Vijay Nagarajan, Guest Author In the previous articles in this series, we looked at Marvell’s product strategy, briefly reviewed the fiscal 2008 financials before dissecting the storage business area. Let us now take a look at Marvell’s position in its Ethernet semiconductor business.

Not Bullish on eBay

I said earlier upon Meg Whitman’s departure that eBay has a bounce back opportunity ahead. As their new CEO, John Donahoe, announced Q1 results today, they exceeded market expectations on all counts. Q1 revenues of $2.19 billion and EPS of $0.42 were higher than analysts’ views of $2.08 billion revenue with $0.39 EPS.

Intel Bullish

With Intel reporting a healthy Q1 that met analyst estimates, the market breathed a sigh of relief. Earlier coverage is available here (effect of the iPhone) and here (multi-core trends).

Where is Infosys’ Wave 3 Strategy?

Infosys (INFY) announced their Q4 results yesterday. For the quarter, they met analyst expectations with revenues of $1.14 billion and EPS of $0.54. Their revenues reported a 32.3% increase over Q4 previous year, while EPS grew by 20% over the period. Their revenue for the year reached $4.18 billion. For the first time ever, their

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