Comcast Climbs As Predicted

I said it was time to buy Comcast back in January. At the time, the stock had managed to hit its 52 week low of $16.11, but has since traded up 25%, now at above $20. So what’s going on in the company?

TI+InterDigital = 3G Consolidation?

By Vijay Nagarajan, Guest Author In the previous article, I discussed what an acquisition of InterDigital can do to TI. What then will happen to the cellular industry and the 3G value chain?

TI Should Acquire Interdigital

By Vijay Nagarajan, Guest Author In my recently completed series on Texas Instruments, I pointed out that TI was not in a great position as far as 3G is concerned. I subsequently also suggested that the company ally with InterDigital to prevent further damage. Let us take this a step further and examine what it

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Time to Buy WebMD

WebMD (WBMD), ranked by Time as one of the 25 sites we can’t live without, rated by Forbes as the best of online health information portal and recognized by Trustee as one of the top 20 most trusted companies on the web, announced their Q4 financials and their merger with HLTH Corporation in February.

Hold On To RIMM

Yesterday, RIM (NASDAQ: RIMM) reported its Q4 and fiscal year 2008 financial results. Q4 revenue was $1.88 billion, up 104% y-o-y and 13% sequentially. Net income was $412.5 million, or 72 cents a share, up 118% y-o-y. It added 2.18 million Blackberry subscribers in the quarter bringing the total to over 14 million Blackberry subscribers.

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Accenture – A Good Long Term Investment

I have written a fair bit lately about the Indian outsourcing industry’s challenges. In my article Death of Indian Outsourcing, I had talked about how outsourcing companies need to come up with solutions to fight the growing inefficiencies of the cost structure in India. Labor Arbitrage strategies need to change for those in the outsourcing

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Tessera’s Hiccups May be a Buying Opportunity

I have reviewed Tessera several times before. The stock has recently been going through a series of ups and downs. It has fallen more than 60% and touched its lowest in more than three years. Let’s look at what’s been going in this company, which I said in an earlier post is a beneficiary of

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Shutterfly Looks Dirt Cheap

As a follow up to my recently concluded interview with Shutterfly’s CEO, Jeff Housenbold, here is an analysis of their Q4 results announced earlier last month. With revenues at $97.5 million for Q4, Shutterfly (SFLY) recorded an impressive 49% year on year growth, and beat market expectations of $93.7 million.