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Technology Stocks

SaaS: SFSF, Citrix, Omniture, RightNow

Posted on Wednesday, Nov 5th 2008

There is one tech sector that I feel is relatively recession-proof: Software as a Service (SaaS). My list of top SaaS stocks is available here. SaaS companies help businesses cut costs, which is why they should thrive in this weak economy. Let us review the performance of some SaaS companies that have recently reported results, namely SuccessFactors, RightNow, Omniture and Citrix. As you will see, they continue to be strong, solid growth companies. >>>

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Comcast Looks Strong

Posted on Tuesday, Nov 4th 2008

At a time when most companies are revising down their annual outlook, Comcast (CMCSA) has already met their free cash flow target for the year in just three quarters. >>>

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Cheap Chips: TI, Broadcom, STM

Posted on Monday, Nov 3rd 2008

There have been some significant developments in the semiconductor industry, especially at Broadcom and Texas Instruments. TI is planning to sell off its baseband arm and Broadcom is the rumored buyer. Broadcom is also buying AMD’s TV chip business. This post will look at the recent earnings results of these companies as well those of STMicro. >>>

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Networking Stocks: Akamai, Level 3, Polycom

Posted on Friday, Oct 31st 2008

I recently put together a list of top 10 networking stocks. Akamai, which was featured on this list, reported its results yesterday. In this post I discuss their results and those of two other networking companies on the list that recently reported, Level 3 and Polycom. >>>

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Strong Results From VMW, EMC

Posted on Thursday, Oct 30th 2008

Till last quarter, VMware (VMW) was facing trouble. In these times, when most companies are reporting rather depressing results, both VMW and its parent company, EMC’s results were a pleasant surprise. >>>

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SAP Tightening Up

Posted on Wednesday, Oct 29th 2008

SAP’s results reveal that compared with the last quarter, when it seemed to be going strong, the company has become yet another giant to be affected by the global economic crisis. Its shares fell almost 50% in a month as the crisis worsened. Yesterday, SAP reported third quarter results and lowered its profit margin target for fiscal 2008, which led to a 16% slump in the stock. Its shares had slid 16% earlier in the month when the company reported preliminary results that missed estimates.  >>>

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Outsourcers Cautious

Posted on Wednesday, Oct 29th 2008

I had covered some of the most well-known Indian IT outsourcers in my list of Top 10 Outsourcing Stocks published in September. A few of these outsourcers recently announced their quarterly results, and in this post I discuss Wipro and Satyam. >>>

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Yahoo! Fumbling Away

Posted on Tuesday, Oct 28th 2008

Yahoo!’s (YHOO) performance does not seem to be improving. Add the current economic conditions to their already worrisome leadership issues and you have a stock that continues to be in free fall. >>>

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Microsoft’s View Of Recession

Posted on Monday, Oct 27th 2008

The IT giant Microsoft (MSFT) isn’t safe from the damage caused by worsening economic conditions, as was evident from their Q1 results last week. >>>

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Amazon’s International Strategy?

Posted on Friday, Oct 24th 2008

The economic recession is hitting retail stocks worldwide. The recent announcement of Amazon’s (AMZN) results did not bring much cheer to the market either. >>>

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