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- The Accelerator Conundrum
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tsra
Tessera’s Growth Should Continue
Tessera Technologies, Inc. (TSRA) was last reviewed here in February 2007, where I covered the basic strategy of the company in rolling up important technology modules essential in the miniaturization trends in consumer electronics. On November 1, 2007, Tessera announced earnings for Q3 ending September 30, 2007. Versus previous Q2 guidance of total revenue approximately
Taking Stock
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
Sudden Windfall For 3Com?
An interesting Patent infringement situation seems to be brewing, with Verizon suing Vonage for some fundamental Voice-Over-IP intellectual property violation, and then a former US Robotics engineer, Michael Musiel, who wrote another patent on similar technology, suggesting that 3Com (which acquired US Robotics) actually owns the patent now. From Muriel’s email: “I originally wrote up
Tessera’s Roll-Up Strategy
Chances are, you have not followed this company, nor heard of it. But unsung, Tessera (TSRA) has accumulated an annual revenue of $208.7 million in 2006, with a current market cap of close to $2 Billion. Shares of Tessera, which have traded between $24.58 and $42.40 over the last year, surged to a fresh 52-week
