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Dolby Eyeing 3D Market

Posted on Wednesday, Mar 17th 2010

Dolby Laboratories Inc (NYSE: DLB) has been taking a keen interest in the 3D market. And thanks to it, we now have a new generation of 3D films. 2009 ended with “Avatar,” and “Alice in Wonderland” was recently released. The 3D market is dominated by RealD, but with Dolby’s 3D technology, even regular theaters can screen 3D movies. Let’s take a closer look. >>>

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A Strong Autodesk Looks Toward China, 3D

Posted on Tuesday, Mar 16th 2010

Autodesk (NASDAQ:ADSK) recently announced Q4 numbers that were up sequentially with less of a year-on-year decline. Revenues of $456 million fell 7% over the year but grew 9% over the quarter. EPS of $0.30 was a penny lower than the previous year’s earnings and grew 10% over the previous quarter’s EPS of $0.27. Analysts were projecting revenues of $432 million with earnings of $0.23 per share. >>>

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Hope For TiVo; Garmin’s Flawed Strategy

Posted on Monday, Mar 15th 2010

Last quarter, we saw how Garmin (NASDAQ:GRMN) and TiVo (NASDAQ:TIVO) declined in the face of increasing competition in their core businesses. While the integration of navigation applications in smartphones is eating into Garmin’s personal navigation devices (PND) business, TiVo is losing subscribers with the advent of broadband and competing services such as Hulu, Netflix, and iTunes. But its recent performance provides a glimmer of hope. >>>

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News Corp’s Gangbuster Quarter

Posted on Friday, Mar 12th 2010

The New York Times announced recently that it will adopt a metered model of charging viewers for online content from next year. News Corp ((NASDAQ:NWSA) is already successfully monetizing content with its WSJ.com site. The company’s recent results reflect its ability to charge for superior online content. >>>

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Changing Dynamics Of Enterprise Storage Market

Posted on Thursday, Mar 11th 2010

Solid-state drives (SSDs), with faster access times and lower power consumption, are replacing or complementing hard disk drives (HDDs) in communications and consumer electronics equipment. Will they eventually render HDDs obsolete in the enterprise market? Let’s take a closer look. >>>

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Wireless Carriers In The 4G Race

Posted on Wednesday, Mar 10th 2010

The 4G race should pick up steam this year with Sprint (NYSE:S) and Verizon (NYSE:VZ) accelerating their handset development efforts. Sprint and its joint venture Clearwire are betting on WiMax while Verizon, AT&T (NYSE:T), and T-Mobile are investing in the Long-Term Evolution (LTE) technology for 4G. Let’s take a closer look. >>>

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Newspapers Down, But Not Out

Posted on Tuesday, Mar 9th 2010

Even as newspapers fold and circulation numbers shrink, a recent study by the Pew Research Center shows that Americans are not completely abandoning the print medium in favor of digital formats, which is not surprising considering that radio did not totally replace newspapers nor TV totally replace radio. According to the study, 92% of the population surveyed accesses news using more than one source and 59% of users access news both online and offline. >>>

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Marvell And Infineon Target New Markets

Posted on Monday, Mar 8th 2010

The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week, and in this post we will look at Marvell and Infineon (OTC: IFNNY.PK). >>>

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Semiconductor IP: lntel vs. ARM and Tessera’s Expiring Patent

Posted on Friday, Mar 5th 2010

The Intel–ARM rivalry is getting interesting. Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. And this year, Intel responded with an LG smartphone built on its Atom Moorestown platform. Let’s take a closer look at ARM and the other semiconductor IP players, Tessera (NASDAQ:TSRA) and InterDigital (NASDAQ:IDCC). >>>

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Online Travel Industry Growing Nicely

Posted on Thursday, Mar 4th 2010

The World Travel & Tourism Council (WTTC) estimated the global travel and tourism industry to have generated $1.87 trillion in direct global revenues in 2009, registering a drop of 3.5% over the previous year. The council expects overall travel industry revenue to grow at 3.6% to $3.39 trillion by 2019. Business is already improving: in January, Orbitz noted that business class fares for tickets booked on its site had grown 4% over the year. Much of the travel growth is coming from international segments. >>>

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