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LeapFrog Will Leap Up Higher

Posted on Monday, Mar 24th

I did an interview earlier with LeapFrog’s CEO Jeff Katz where he talked about his strategy on trying to turn around LeapFrog, a leading educational gaming products manufacturer. Recently LeapFrog (NYSE: LF) announced their Q4 results. Their numbers still haven’t turned profitable, but they seem to be on track with the turnaround.

Marvell Can Make You Money

Posted on Monday, Mar 24th

Chip stocks have all been beaten up. We’ve looked at several money-making opportunities in the carnage. Broadcom looks even more like a Bargain at under $17. Qualcomm still shows headroom at $38.27. Interdigital is a funny company that could make you beaucoup money. So what about Marvell?

Texas Instruments: DSP Market and OMAP

Posted on Saturday, Mar 22nd

By Vijay Nagarajan, Guest Author In the prequel, we discussed TI’s growing analog semiconductor business. Digital Signal Processors (DSPs) is an equally big business for the company contributing 40% of its semiconductor revenues. TI dominates the DSP market with 65% share and its products are preferred in a variety of applications ranging from communication infrastructure,

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Texas Instruments: Analog Market

Posted on Friday, Mar 21st

By Vijay Nagarajan, Guest Author In the last part of this series, I presented a brief analysis of TI’s 2007 Financials. As I mentioned before, the company’s semiconductor business has two pillars – namely DSP and analog. While DSP has been TI’s traditional strength, analog, which is one of the largest semiconductor markets, is fast

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Priceline Continues to Soar to New Heights

Posted on Wednesday, Mar 19th

Priceline.com (PCLN) recently announced their Q4 2007 results and very soon its stock price reached a new 52 week high of $129.24. The share is currently trading marginally above the $120 mark, having proved all critics wrong, and boasts a 52-week range of $51.61 – $129.24. This shouldn’t be happening in a recession, according to

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Alibaba’s Lost Password

Posted on Wednesday, Mar 19th

In the Arabian Nights stories, Alibaba knew the password to get into the bandit’s secret cave. Hong Kong based Alibaba.com, China’s leading B2B e-commerce company, seems to have misplaced the password since its IPO, and can no longer extract the treasures. Alibaba announced their Q4 2007 results this week. Their annual revenues increased by 58.6%

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National Semiconductor Also Looks Cheap

Posted on Tuesday, Mar 18th

National Semiconductor (NYSE: NSM) on March 6 reported its financial results for Q3 fiscal 2008. Earlier coverage is available here and here.

Texas Instruments: 2007 Financials

Posted on Tuesday, Mar 18th

By Vijay Nagarajan, Guest Author In the prequel, I pointed out that TI supplied semiconductor solutions to many markets making it one of the largest semiconductor companies in the world. Before I move on to dissect its businesses in detail, I wish to review the company’s 2007 financial results to put the rest of the

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