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.

Chips and Infineon

We have reviewed a number of chip companies including deep-dives and valuation analysis on Broadcom, Qualcomm, Interdigital, and TI. We have not yet done Infineon, ST, or Marvell. We will, in due course, but for the moment, we will take a quick look at Infineon’s Quarterly results and signals.

Texas Instruments: Valuation

I value Texas Instruments at $32 per share. As we have seen in the last few weeks, the strengths are a good management, its analog strategy, the HPA growth and manufacturing efficiency. Its weakness is the wireless business. The growth drivers do not have the ammunition yet to drive the company out of the rut

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Texas Instruments: Wireless Business Outlook

By Vijay Nagarajan, Guest Author In the past two segments on TI, I have presented my perspective of TI’s wireless strategy. Let us now look at how this will impact the company’s revenue outlook over the next few years.