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

Read Full Article »

Why is Salesforce.com’s S&M Expense so High?

And it is finally official that Salesforce.com is integrating Google Apps into its CRM applications to provide the first cloud computing suite for enterprises. Called Salesforce for Google Apps, it leverages the Force.com Platform and Google’s open APIs. Sridhar Vembu, CEO of Adventnet, whose company also competes with both Salesforce.com and Google with productivity suite

Read Full Article »

Micron’s Challenges

In an earlier post, I had looked at Micron’s prospects with the iPhone design win for its imaging chip. And just last month, Micron launched a separate division for its CMOS imaging business, Aptina Imaging that will provide it with more manufacturing flexibility. It also launched a new 9MP image sensor.

Marvell: Storage Market Leadership

By Vijay Nagarajan, Guest Author In the prequel, I looked at Marvell’s fiscal 2008 financials focusing especially on the company’s expenses. As we move ahead, let me dissect its position in the storage industry in general and the hard disk drive market in particular.