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,

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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:

Apple Needs to Execute, No Longer Innovate

Yesterday, Apple released its earnings for its first quarter of fiscal 2008 that ended December 29, 2007. Revenue was $9.6 billion, up 35% y-o-y and 54% sequentially driven by the strong sales of Macs, iPhones, and iPods. Net income was $1.58 billion, or $1.76 per diluted share, up 58% y-o-y. Gross margin was 34.7%, up

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ZipRealty – Challenging Times, But

We have discussed the online real estate industry and Zip Realty in 2007. Here we will take a look at Zip Realty’s recent situation, it performance and its options.

IBM Also Looks Safe

Yesterday, International Business Machines Corporation (NYSE: IBM) officially released its financial results for Q4 and the fiscal year following preannouncement on Monday. Fourth quarter revenue was $28.9 billion, up 10% y-o-y and diluted earnings were $2.80 per share, up 24%y-o-y. For the full fiscal year 2007, total revenues were $98.8 billion, up 8% and diluted

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Forbes Column 08: A Recession-Proof Corner of the Tech Sector

Check it out here.

HP Looks Recession Proof

Gartner and IDC have just released preliminary results for Q4 that declare Hewlett Packard Co (NYSE:HPQ) as the leader of the worldwide PC market in 2007. Gartner says it has 18.2% share versus Dell at 14.3%. In 2006, HP and Dell were in a tie for the top slot. It was not just the PC

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