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iPhone’s Competitors: Synthesis

Posted on Friday, Aug 17th

Last week, we reviewed iPhone’s competitors. I would bet on the convergence device movement as a whole, and it would be safe to assume that the overall market growth will offer growth opportunity to all the players. I would bet on RIM for the short term, and Samsung for the long term. Palm and Motorola

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Garmin Looks Great, But …

Posted on Thursday, Aug 16th

Last month-end when Navteq (NYSE:NVT) reported a blistering Q2 results and subsequently started moving northward, the other notable GPS stock that too began rising was Garmin (NASDAQ: GRMN). At first this rise seemed to be a bullish sentiment working in favor of GPS stocks across the board, but it soon became clear that GRMN too

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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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Trimble’s Compelling Growth Strategy

Posted on Tuesday, Aug 14th

On Sunday, October 23, 2004 disaster struck the residents of Niigata Prefecture, a scenic spot in Honsh?, the largest island of Japan. Starting shortly before 6 in the evening a series of 15 earthquakes for the next 66 hours rendered more than a million people homeless, and their houses became heaps of rubble. Even as

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InfoSpace’s Slide Down

Posted on Monday, Aug 13th

It all began exactly 12 years back in August 1995 when Netscape Communications came out with an IPO. With no profit in its book to show, Netscape nevertheless sold stocks worth $2.2 billion. Thus commenced the Dotcom era. InfoSpace founder Navin Jain, who then worked for MSN, soon left to start his own company in

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iPhone Competitors: Motorola

Posted on Friday, Aug 10th

In my earlier post on Motorola, I had mentioned their need for a better product mix and a better position in the SmartPhone / Convergence Device segment. There were not many changes in Motorola’s product mix in the second quarter with just upgradings to the RAZR model. This over-dependence on its RAZR model has proved

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Electronic Arts (ERTS) On The Way Up

Posted on Thursday, Aug 9th

By Frank Lara, Guest Author If John Welch is building a new Electronic Arts then how is the real Electronic Arts Inc. (NASDAQ:ERTS) doing and is it worth your time and money for a potential investment opportunity? The quick answer – they are worth your attention. Electronic Arts is the big daddy of the gaming

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iPhone Competitors: Nokia

Posted on Wednesday, Aug 8th

It won’t be too far fetched to say that today, Nokia is the Microsoft of the mobile devices industry. This Finnish giant is the one company that Apple would definitely need to bite at if it wants to create its place in the mobile devices market. On the other hand, Nokia has proven to be

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