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HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Blue Nile’s Blues
Blue Nile (NASDAQ:NILE) is the leading online retailer in diamonds and jewelry. A month ago, they announced their Q4 2007 results. Their Q4 sales of $111.9 million were 23.3% higher than the previous year Q4 sales. Over the same period, their orders increased by 14.9% and average selling price per order went up to $1,411
Texas Instruments: Semiconductor Leadership
By Vijay Nagarajan, Guest Author Last fall, I presented a deep-dive analysis of the world’s leading mobile semiconductor company, Qualcomm (QCOM). More recently, I looked at the fortunes of Broadcom (BRCM), the company involved in several legal battles with the San-Diego based Qualcomm. Over the next few weeks, I will look at Texas Instruments (TXN)
Verizon and the Price Wars
On January 28, Verizon reported its Q4 and fiscal year 2007 results. Earlier coverage is available here and here.
Expedia and the Web 3.0 Trends
Expedia.com (NASDAQ: EXPE), reported their Q4 2007 revenues on Feb 7. With annual global bookings just short of $20 billion, they are the world’s largest online travel agency. I have covered Expedia’s business offerings in the Web 3.0 series in detail. Let’s take a look at their latest financials.
How’s TiVo’s Turnaround?
It has been almost two years since I last wrote about TiVO when I said that it should get out of the retail hardware business model. Its focus has now shifted to selling set-top software to multichannel operators.
Is Baidu Seeing a Google Effect?
Baidu.com (NASDAQ: BIDU) is the leading Chinese language internet search engine. According to iResearch, Baidu has 72% share of the Chinese language web search market and is the third most popular search engine according to comScore.
T-Mobile Sees Slight iPhone Effect in Germany
On February 28, T-Mobile USA reported its Q4 and full year 2007 results. Earlier coverage is available here and here.
InterDigital: Risky Play with Huge Potential Upside
Vijay Nagarajan recently did a complete analysis on InterDigital that covers his speculation on Qualcomm acquiring it. Check out the posts The Infineon Alliance, Inside the iPhone, and The Apple Deal which look at how it is going to reap the benefits from the boom in the 3G market.