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SanDisk, Seagate Stabilizing

Posted on Friday, Sep 11th 2009

With an increasing growth in digital content, there is increasing demand for storage. Let’s take a closer look at two beneficiaries of this trend, Seagate and SanDisk. Both have struggled of late, but both seem to be stabilizing. >>>

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Electronic Arts: Quality Games, Solid Strategy

Posted on Thursday, Sep 10th 2009

A PricewaterhouseCoopers report on global entertainment and media for 2008-12 predicts that the global video game industry will reach $68.3 billion by 2012, growing at a compounded rate of 10.3% per year. Console games will grow at a CAGR of 6.9% to $34.7 billion in 2012 and online games at a CAGR of 16.9%. Wireless games will grow the fastest at 19% annually. >>>

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A Peek Into India’s Job Portal

Posted on Wednesday, Sep 9th 2009

A recent Manpower Employment Outlook Survey conducted for Q309 painted a rather rosy picture of employment opportunities in India: it reported active hiring plans for the quarter, with 30% of employers expecting to increase their headcounts, 7% anticipating a decrease and 45% forecasting no change. These numbers translate to an improvement of 4% in the outlook compared to the previous quarter, even though the outlook is still 24% weaker over the year. >>>

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Dolby Going Gangbusters

Posted on Tuesday, Sep 8th 2009

Dolby (NYSE:DLB) for a long time has been synonymous with surround sound for cinemas. However, as the concept of entertainment has been extended over the years from movie theaters into home theaters and personal computers, so has surround sound technology. Let’s take a closer look. >>>

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Security Industry Overview

Posted on Monday, Sep 7th 2009

Security threats don’t seem to be subsiding. In the first half of 2009, 61 of the top 100 Web sites delivered malicious content to their visitors because the sites had been hacked and malware implanted. Of these infected sites, more than 75% were legitimate. >>>

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Autodesk In Pain

Posted on Friday, Sep 4th 2009

According to a recent report, the CAD market is expected to grow at a CAGR 0f 11% through 2012, but the quarterly reports of some major industry players are hardly pleasing. Autodesk (NASDAQ:ADSK) was one of the worst-hit companies in the segment. >>>

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TiVo Set To Benefit From Growing IPTV Market

Posted on Thursday, Sep 3rd 2009

According to iSuppli, the IPTV market grew more than 50% in 2009, and the number of IPTV subscribers is expected to grow an additional 56% to 52 million by 2010 and double to 115.6 million by 2013. Amazon and Netflix should benefit from this trend and from the increasing momentum in the video-on-demand space. TiVo (NASDAQ:TIVO), the pioneer in digital video recorders (DVRs) with annual revenue of $249.67 million, should also benefit as a result of its partnerships with these two companies. Let’s take a closer look at TiVo. >>>

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MercadoLibre Still Has Growth Ahead

Posted on Wednesday, Sep 2nd 2009

MercadoLibre (NASDAQ:MELI) recently announced their Q2 results, and at a time when other online retailers are providing disappointing numbers, the company continues to outperform the market. Q2 revenues of $40.9 million grew 19% over the year and a whopping 42% in local currency terms. Net income grew 127% over the year to $6.7 million. >>>

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Still No Smartphone Strategy From Dell

Posted on Tuesday, Sep 1st 2009

Computer manufacturer Dell (NASDAQ:DELL) recently reported a better-than-expected second quarter as IT spending levels showed signs of stabilizing. During the quarter, the company reclaimed its top spot from HP in the US PC market. However, Dell has not been making adequate progress on its smartphone strategy. Let’s take a closer look. >>>

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EDA Industry: Consolidation Remains a Priority

Posted on Monday, Aug 31st 2009

As per a recent report by the EDA Consortium, the industry’s revenues have declined 10.7% over the year in the first quarter of 2009 to $1.192 billion after registering single-digit growth in 2008 and double-digit growth in 2007. Computer-Aided Engineering, the largest product category, saw revenues fall 19% over the year in the first quarter to $427.9 million, while IC Physical Design & Verification revenue, the second-largest category, fell 5% over the year to $302.2 million. Asia-Pacific was the only region in which there was growth. >>>

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