Marvell, National Semi Beat Estimates

According to iSuppli’s teardown of the iPhone 3GS, Marvell’s WLAN chip has been replaced by Broadcom’s single-chip Bluetooth/FM/WLAN chip. However, Marvell still seems to be doing well, as it swung to a profit and beat estimates in its recent quarter. Another component maker in the original iPhone, National Semi, also recently reported results. Let’s take a closer look at both companies’ performances. >>>

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KLA, Applied Improving

The Semiconductor Industry Association forecasts worldwide semiconductor sales to fall by 21% over the year to $195.6 billion in 2009 compared with $248.6 billion in 2008. Year-to-date sales of $95.9 billion have already fallen 25% fall over the year. But sales are expected to pick up and grow at a CAGR of 6.5% to reach $221.9 billion by 2011. >>>

SanDisk, Seagate Stabilizing

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. >>>

Electronic Arts: Quality Games, Solid Strategy

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. >>>

A Peek Into India’s Job Portal

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. >>>

Dolby Going Gangbusters

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. >>>

Security Industry Overview

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. >>>

Autodesk In Pain

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. >>>

TiVo Set To Benefit From Growing IPTV Market

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. >>>

MercadoLibre Still Has Growth Ahead

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. >>>