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Good Time to Buy SanDisk

Posted on Monday, Nov 26th

On August 31, just around the time I wrote my last post on Sandisk, it announced the introduction of Memory Stick Micro (M2) flash memory cards that would be mainly used in Sony Ericsson mobiles. The price is $149.99 for 8Gb and $99.99 for 4Gb. On October 18, SanDisk (NASDAQ:SNDK) released its third quarter earnings. Revenue

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Adobe Has a New CEO

Posted on Friday, Nov 23rd

Adobe Systems Incorporated offers business and mobile software and services worldwide. Most famously known for its free Acrobat reader software, it is a mainstay in the desktop publishing and photo editing world, and popular among creative professionals. On September 17, 2007, Adobe Systems (ADBE) announced Q3 earnings ending August 31, 2007, and Q3 2007 proved

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Web 3.0 & Yahoo! (Part 5)

Posted on Friday, Nov 23rd

Conclusion Yahoo! Inc. is a leading Internet brand and one of the most trafficked Internet destinations worldwide with 460 million worldwide unique visitors. About 88% of total revenues for the fiscal year 2006 came from marketing services. The largest segment of it comes from search advertising. Of late, Yahoo’s financial performance has been mediocre compared

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Leapfrog’s Turnaround Strategy May Yield Success in ’08

Posted on Thursday, Nov 22nd

LeapFrog Enterprises (LF) was last left off in this blog with the March 2007 analysis of a possible turnaround strategy. Unfortunately, if you compare the stock charts then and now, they are eerily similar. To understand what is going on over at its Emeryville headquarters, I sat down with CEO Jeff Katz (great guy) last

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Web 3.0 & Yahoo! (Part 4)

Posted on Thursday, Nov 22nd

Acquisition Strategy Yahoo! has made several acquisitions this year, primarily in display advertising. The key acquisitions were MyBlogLog, Right Media, BuzzTracker, Rivals.com, Zimbra and BlueLithium. Of these, RightMedia and Blue Lithium are good moves to consolidate its Ad Networks position, but Zimbra, in my opinion, is not a good acquisition. I feel Yahoo! can improve

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Web 3.0 & Yahoo! (Part 3)

Posted on Wednesday, Nov 21st

Web 3.0 Framework discussion Below is a quick overview of the Web 3.0 framework for the Yahoo! sites. We have not gone into the details of all the properties, but you can review the Web 3.0 section of this site for detailed discussions on some of the vertical categories. However, here are some examples of

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Samsung’s Convergence Device Prospects Remain Strong

Posted on Wednesday, Nov 21st

I recently covered Samsung, a major vendor of iPhone’s components which also has the manufacturing and design capabilities to become the iPhone’s major competitor in the future. This post will take a look at the company since its earnings release on 12 October. For the third quarter ending Sept. 30, 2007, Samsung reported revenues of

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Web 3.0 & Yahoo! (Part 2)

Posted on Tuesday, Nov 20th

Vertical Strategy Yahoo! is the most popular portal in the world and is present in almost all the important verticals. We will take a look at the Company’s various online verticals below. Finance Yahoo! Finance provides financial information, tools and advice on personal financial management. The site is among the top five finance sites. The

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