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WebMD Refreshingly Healthy

Posted on Thursday, Mar 12th 2009

In times when most companies are either reducing their outlooks or even refraining from giving them, health portal WebMD, one of my favorite Internet stocks , not only announced Q4 results that beat the market’s expectations but also reaffirmed its 2009 outlook. >>>

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Carriers: Sprint and T-Mobile

Posted on Wednesday, Mar 11th 2009

After two years of gloating over the iPhone, we finally might have something else to talk about: the Palm Pre, which is to be launched by Sprint on March 15. Both Palm and Sprint have been hit hard by the iPhone, or the lack of a good enough iPhone challenger. There are a lot of hopes attached to the Palm Pre. In this post, let’s take stock of Sprint’s recent performance as well as that of T-Mobile. >>>

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Salesforce.com Needs Focus On Margins, Acquisitions

Posted on Tuesday, Mar 10th 2009

As we saw in our other posts on SaaS companies, the SaaS sector is still doing pretty well. Let’s now examine the results of the leading company in the sector, Salesforce.com. On February 26, Salesforce.com (CRM) reported its fourth quarter and fiscal year 2009 results. Despite the recession, Salesforce.com beat estimates and managed to achieve revenue of more than $1 billion in the fiscal year, becoming the first SaaS company to do so. >>>

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Be Careful With Tessera

Posted on Monday, Mar 9th 2009

Last month on February 2, Tessera Technologies Inc. (NASDAQ:TSRA), an IP licensing company and a leading miniaturization technology provider, reported fourth quarter results that beat Street estimates. Despite the economic downturn, Tessera continues to benefit from the convergence device and electronics miniaturization trends. For a better understanding of the company’s strategy, read my earlier post available here. >>>

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Autodesk Proceeding With Acquisitions

Posted on Friday, Mar 6th 2009

Autodesk’s (ADSK) stock has been tumbling since last year. The recently announced better-than-expected Q4 results did not bring it any luck, either, a pity because I am a huge fan of this company >>>

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TiVo’s Competition ZillionTV Launches

Posted on Thursday, Mar 5th 2009

This week, a new company was launched that CNBC introduced as TiVo on Steroids. I have written about ZillionTV a bit while it was still in stealth mode, but today, you can start reading my interview with Mitch Berman, ZillionTV’s CEO. ZillionTV just launched with major studio backing. >>>

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MercadoLibre Continues Strong Growth

Posted on Wednesday, Mar 4th 2009

MercadoLibre (NASDAQ:MELI), the Latin American online auctioneer, continued to deliver remarkable results at a time when most companies are failing to meet expectations. >>>

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Online Travel: Priceline, Expedia, Orbitz

Posted on Tuesday, Mar 3rd 2009

The recession is having a mixed impact on travel habits and, of course, on travel companies. Let’s take a look at three companies that recently announced results.

The $3.5 billion online travel major, Priceline (PCLN) surpassed the market’s expectations in its Q4 results. After having slipped in the last quarter, Priceline is now regaining some of its lost valuation. >>>

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Dell Needs To Acquire Palm

Posted on Monday, Mar 2nd 2009

With demand for PCs declining in the face of the recession, computer manufacturer Dell on Thursday reported a 48% drop in profits and 16% drop in sales in its Q409 results. It missed revenue estimates but beat profit estimates, helped by a 16% reduction in operational expenses and strong cash flow. Let’s take a closer look. >>>

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Comcast Cool in Rough Times

Posted on Friday, Feb 27th 2009

Comcast (NASDAQ:CMCSA) repeated their previous quarter’s outperformance, an achievement in this difficult quarter. Q4 revenues of $8.77 billion were better than the market’s expectations of $8.64 billion and recorded growth of 9% annually. EPS of $0.27 was significantly higher than the market’s expectations of $0.22 and grew 35% over the year. Bravo! >>>

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