Amazon Toying with Vertical Integration

Amazon.com (AMZN) has been pursuing growth at all costs. Their recently announced Q1 2008 results are witness to that drive. They reported the quarter’s revenue at $4.13 billion, meeting analyst expectations and reporting a 37% increase over the previous year. Their earnings for the quarter at $0.34 were marginally higher than the market’s expectation of

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Yahoo Dithers On

Is Ballmer really threatening to pull back from the Yahoo deal? Of course not. Nonetheless, the media has to play along with this charade, knowing fully well that Yahoo’s destiny was sealed the day Microsoft made the first advance.

Apple’s Dramatic Risks and Ambitions

News from Apple is often big news. Apple released its second quarter results yesterday. Revenue was $7.51 billion, down 22% q-o-q and up 42% y-o-y driven by strong demand for Macs and the ever-popular iPhone. Net income was $1.05 billion, or $1.16 per diluted share, up 36% y-o-y. International sales, which were 44% of the

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Convergence Device Chip Makers Battle

Guest author Vijay Nagarajan recently completed his deep dive analysis on Texas Instruments (TI) (NYSE: TXN). My earlier posts are available here and here.

The Convergence Device Movement

Apple will be announcing earnings this week. Nokia announced last week, and their guidance was cautious. Rim already announced an excellent quarter. My sense is that all three companies will continue to do very well given the at large convergence device movement that is sweeping over our electronics-driven lives. Laptops will be abandoned in favor of

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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.