categories

HOT TOPICS

NEWSLETTER

If you are considering becoming a 1M/1M premium member and would like to join our mailing list to receive ongoing information, please sign up here.

Subscribe to our Feed

Technology Stocks

Dell Acknowledges Need For Convergence Device Strategy

Posted on Friday, May 30th 2008

Dell yesterday reported strong Q1 FY 2009 results driven by strong growth in commercial and consumer products and services and lower operating expenses. Revenue grew 9.6% y-o-y to $16 billion beating analyst estimate of $15.68 billion. Net income at $784 million (up 4%) or EPS of $0.38 (up 12%) also beat analyst estimates of $0.34. The market is upbeat about its turnaround and its shares jumped 10% in after hours trading to about $24. Earlier coverage is available here, here, and here. >>>

Hacker News
() Comments

Featured Videos

Marvell’s Price Target Looks Achievable

Posted on Friday, May 30th 2008

Yesterday, Marvell reported a strong Q1 2009 that beat analyst estimates helped by its cost-cutting and strong sales of wireless products. Earlier coverage is available here and here. >>>

Hacker News
() Comments

Can ST Become Fabless?

Posted on Wednesday, May 28th 2008

Yesterday, Vijay Nagarajan completed his in-depth of analysis of ST Microelectronics . I will review his analysis as well as STM’s recent financials in this post. >>>

Hacker News
() Comments

Mentor, PDF Solutions Climb

Posted on Friday, May 23rd 2008

Mentor Graphics (MENT), the third largest player in the EDA space, announced their Q1 results yesterday. >>>

Hacker News
() Comments

VMW, EMC: The Bargain You Were Looking For?

Posted on Thursday, May 22nd 2008

VMware (VMW) had hit a high of $125/share in October last year after his hyper-hyped IPO, and fell to $90 in November. I had recommended investment in the stock on a bargain day. With the stock trading at $65 levels, it has already risen 12% since the announcement of its results. It might still be the right time to buy. >>>

Hacker News
() Comments

Motorola’s Turnaround Prospects

Posted on Thursday, May 22nd 2008

On April 24, Motorola Inc. (NYSE: MOT) reported a weak first quarter that highlighted its pain. In March, Motorola confirmed that it will split its business in 2009 into two independently traded companies -Mobile Devices and Networks Mobility and Enterprise Mobility Solutions after Carl Icahn threatened to start a proxy fight. Earlier coverage is available here, here, and here. >>>

Hacker News
() Comments

Hurd Plans to Herd EDS into HP

Posted on Wednesday, May 21st 2008

Early year in the year, I observed that HP looks recession proof. Its recent EDS acquisition and earnings announcements go on to say just that. HP (NYSE:HPQ) yesterday reported a strong second quarter driven by strong international sales that accounted for 70% of its revenue and offset weakness in the US market. Earlier coverage is available here and here. >>>

Hacker News
() Comments

Networking Equipment Roundup: Polycom, F5, Nortel, Foundry, Alcatel

Posted on Tuesday, May 20th 2008

I have written extensively on Cisco and other networking players as part of the Online Video Beneficiaries Series and hinted at consolidation among the smaller networking players to take it on. Earlier this month, I reviewed Cisco and competition from 3Com and Juniper. Let us now look at the other networking players. >>>

Hacker News
() Comments

Media Conglomerates Roundup: IACI, TWX, VIA

Posted on Monday, May 19th 2008

Some of the media stocks worth watching reported their Q1 earnings recently. >>>

Hacker News
() Comments

Bullish on Autodesk

Posted on Friday, May 16th 2008

I wrote last month on it being a good time to buy Autodesk (ADSK). The stock was trading at $33 then and today post the announcement of its Q1 results is trading at $41 levels. A good 25% return in a month. >>>

Hacker News
() Comments