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HOT TOPICS
- The Accelerator Conundrum
- 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
Interdigital: Valuation Roadblocks
By Vijay Nagarajan, Guest Author As I looked at the positives of QCOM acquiring IDCC, I threw a number between $35 and $45 as a possible sale price. This price was based on a mix of historic data projection, IDCC’s current stock price and the perceived value to QCOM. I revisited the topic recently to
Time For Private Equity At Yahoo
Predictably, Yahoo (Nasdaq: YHOO) posted a 23% drop in its 4Q07 profit and forecasted 2008 revenues that were below the Street’s expectation. The stock was down over 10% in after-hours trading. The market cap has eroded to the tune of $25 Billion in the last two years. So how do we play the stock going
Sunpower Seems Unreasonably Slaughtered
Sunpower’s (SPWR) Q4 stock performance has been scary as the company’s stock reached heights of $160/share in intraday trading and then plummeted on general market madness and company outlook to $73/share recently. It is worth looking at the company to see what has been going on.
Forbes Column 08: How To Dig Out Yahoo’s Treasures
More on the same topic. My Forbes column How To Dig Out Yahoo’s Treasures provides commentary on Yahoo’s earnings later today.
Juniper Continues to Grow Confidently
Juniper is probably my favorite company in the networking equipment segment. Yesterday, Juniper (NASDAQ: JNPR) reported its results for Q4 and fiscal 2007 that ended December 31, 2007. Q4 revenue was $809.2 million, up 36% y-o-y and 10% sequentially. GAAP net income was $122.9 million or $0.22 per share on a diluted basis, up 73%
Polycom Surprises Wall Street
Yesterday, Polycom, Inc. (NASDAQ: PLCM) reported its results for Q4 and fiscal 2007 that ended Dec. 31. Earlier coverage on the company is available here and here. My in-depth interview with CEO Bob Hagerty is here. For Q4, net revenues were $263.3 million, up 41% y-o-y and 9.7% q-o-q. GAAP net income was $22.8 million,
What is John Donahoe’s Gameplan with eBay?
The big news this week is eBay’s CEO change. Meg Whitman retires, John Donahoe will be taking her place. There is wide-spread skepticism about John Donahoe’s choice as the successor to Meg Whitman. We just completed a comprehensive analysis of eBay’s business and a comparative analysis of eBay vs. Amazon.
Trend Radar 2008: Turnarounds
2008 seems like a year in which several major companies are positioned for turnarounds. Whether or not they would be successful is another matter, but there is enough discontinuity in each of their markets, that turnarounds could happen. Here are some to watch: