Intel, AMD: Further Down?

This week, Intel and AMD reported third quarter results that beat many estimates. However, the rival companies were united in their view that the financial crisis will affect demand in the fourth quarter. >>>

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eBay Ridiculously Cheap

eBay continues to struggle against current economic conditions with rather lackluster Q3 performance. They have reduced their Q4 guidance, raising doubts about a merry Christmas for the company this year. >>>

Infosys Shaky

What is the outlook for India’s outsourcing industry amidst the market turmoil? The Indian IT major, Infosys Technologies (INFY) had expressed their concerns about the recession when they announced their Q407 results earlier this year. Their Q2 results and the outlook for 2008-09, announced on October 11, quantify these concerns. >>>

Digital River: Buying Opportunity

Digital River, Inc. (DRIV), which provides e-commerce solutions to software publishers and consumer technology companies, is on a roll. The complex licensing and subscription management operations of many software companies are outsourced to Digital River. We haven’t covered Digital River much, but it is a top holding for several internet focused mutual funds. >>>

Financial Crisis and the Top 5 Handset Stocks

Bargains abound amidst the financial fiasco. Let’s look for the ones in the handset sector. The iPhone has created a flurry of activity in the handset market; more handset makers are moving towards the convergence device trend. Just yesterday, Nokia released its response to the iPhone, a touchscreen 5800 XpressMusic smart phone called the Tube, right on the heels of HTC’s G1 phone on Google’s Linux-based Android platform.

The financial crisis is making things tough. Handset makers are reeling under the pressure of higher component costs. Nokia lost market share and RIM missed estimates. And yet, there is still a lot of promise for this sector. Let’s take a look at how the top 5 handset stocks are poised in this market.
Also, this morning, HP announced its entry into the smartphone sector.
>>>

Mellow Micron

The financial markets are scary, and amidst this turbulence, earnings season is under way. Micron (MU) reported a larger-than-expected fourth quarter loss yesterday. The company was affected by the oversupply situation in the DRAM and NAND markets. Semiconductor prices continued to plunge and NAND ASP declines outpaced cost reductions; as a result Micron had to writedown its inventory for $205 million. >>>

Top 12 Enterprise Software Stock Bargains

Here is a compilation of top 12 enterprise software stocks worth watching, especially after yesterday’s beating in the stock market. If you have the nerve for it, you can consider buying some. >>>

Paychex Should Consider SaaS Acquisitions

On September 24, Paychex, Inc. (NASDAQ: PAYX), the leading payroll and personnel services provider, reported first quarter results that met earnings estimates but missed revenue estimates. In earlier coverage,  I suggested that it could be a SAAS aggregator. >>>

Accenture Confirms My Confidence

The global outsourcing and consulting giant, Accenture (ACN), reported Q4 earnings yesterday, beating analysts’ expectations and supporting their position at the head of my Top 10 Outsourcing Stocks list. >>>

RIMM Sinks, I’m Holding On

Yesterday, Research In Motion Limited (RIM) (Nasdaq: RIMM; TSX: RIM) reported second quarter results that were in line with guidance but slightly below analyst estimates. A major reason for missing estimates was the delay of the BlackBerry® Bold in the US market due to battery and 3G connectivity issues. >>>