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Technology Stocks

EDA Industry Roundup

Posted on Thursday, Aug 21st 2008

Mentor Graphics (MENT), has had a roller coaster second quarter. Cadence made a hostile takeover bid for Mentor in June of this year, only to revoke it last week. Mentor’s stock slipped 20% after the end of bidding to $10.33. >>>

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True Blue Chips: HP and IBM

Posted on Wednesday, Aug 20th 2008

In my last post on HP, I looked at how its acquisition of technology services firm EDS could place it in a challenger position behind IBM. In this post, we will look at both companies’ recent performances. >>>

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Consumer Internet Roundup: WebMD, Blue Nile

Posted on Wednesday, Aug 20th 2008

Continuing my coverage of consumer internet companies and how they are adapting their business strategies to Web 3.0, here is an analysis of two very different players, WebMD (WBMD) and Blue Nile (NILE), who recently announced their results. >>>

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Acquisitions Coming From Seagate?

Posted on Tuesday, Aug 19th 2008

Seagate is facing difficult times. Will it tackle the situation via acquisitions? Let’s take a look. >>>

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Maintaining Buy On Autodesk

Posted on Monday, Aug 18th 2008

Autodesk (ADSK) has been doing well for a few quarters. I had recommended Buy on the stock when it announced Q4 results last year, maintained this recommendation after the Q108 announcement, and again reiterate my view following the Q2 results announced at the end of last week. >>>

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Turnaround Progress At Motorola

Posted on Friday, Aug 15th 2008

In my most recent post on Motorola, I looked at its turnaround prospects and first quarter results and concluded that the company is not to be written off. Second quarter results, reported July 31, showed a marked improvement that took most by surprise. >>>

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Buying Opportunity With ERI

Posted on Thursday, Aug 14th 2008

Earlier last month, Energy Recovery Inc., the clean-tech shining star, made an IPO which shook the dead IPO market. >>>

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Top 10 Semiconductor Stocks

Posted on Wednesday, Aug 13th 2008

Most of the growth in the semiconductor industry these days is due to consumer products. Semiconductor companies stand to gain from the iPhone phenomenon and the convergence device movement, which is only at the beginning of its incredible growth curves. I recently listed the 3G iPhone’s Top 5 Component Beneficiaries. Here I look at the top 10 semiconductor stocks that have positioned themselves well to milk these developments in smartphones and convergence devices. >>>

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More Media Stocks: Viacom, News Corp

Posted on Wednesday, Aug 13th 2008

I continue my analysis of media stocks’ quarterly results with a discussion of Viacom and News Corp, both of which recently announced their June quarter results. >>>

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Restructurings at IAC, Time Warner

Posted on Tuesday, Aug 12th 2008

The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings. >>>

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