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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
Sprint Imploding
On February 28, Sprint Nextel Corp. (NYSE: S) reported disappointing results for fourth quarter and full-year 2007 with a huge net loss in Q4 due to a write-down of its Nextel acquisition in 2005 for $36 billion. Earlier coverage is available here and here in which I had looked at Sprint’s troubles including the launch
MercadoLibre Marches On
MercadoLibre (NASD: MELI), the leader in e-commerce in Latin America, announced fourth quarter earnings yesterday. Their revenues for Q4 at $26.9 million, a year on year growth of 73.9%, were in line with market expectations. Their Marketplace revenues grew 61.5% to $21.1 million and Payments revenues grew 141.1% to $5.8 million over the same period
Is Broadcom a Bargain?
Vijay Nagarajan recently completed his deep-dive analysis on Broadcom (Nasdaq: BRCM). My earlier posts are available here and here.
What is Nortel’s Investment Thesis?
Last week on February 27, Nortel Networks Corporation [NYSE/TSX: NT] reported fourth quarter net loss of $844 million, or $1.70 per share. Added to the economic slowdown and low North American carrier spending, Nortel also had to deal with a change in Canadian tax profile with a $1.1 billion tax write-down. Following 2900 job cuts
Dell Could Use a Mark Hurd
Yesterday, Dell posted its financial results for Q4 and fiscal year 2008 that ended February 1, 2008. Earlier coverage is available here and here. In my last post on Dell, I had said that its turnaround wasn’t going so badly, but that I would like to see a smartphone strategy. A smartphone isn’t on the
Broadcom: Valuation
By Vijay Nagarajan, Guest Author The last month has been a great revelation for me. I have ventured beyond my comfort zone to research and understand the nuances of various other related segments like WLAN, Bluetooth, GPS, set-top boxes, broadband modems, DVD players, and Ethernet. Such is the depth of Broadcom’s business. Before I go
Broadcom: Wireless Revenue
By Vijay Nagarajan, Guest Author In the last few articles, I dealt extensively with the Mobile and Wireless business of Broadcom. It is time we take a look at what this means from a revenue point of view for the company.
Intuit Needs a Painful Business Model Re-engineering
Last week, Intuit Inc. (NASDAQ: INTU) reported its financial results. Earlier coverage is available here and here, where I have discussed that Intuit needs to move to a SaaS model, and get more of an International business going.