Top 9 Semiconductor Infrastructure Stocks

I have covered the major semiconductor stocks earlier and listed my top 10 in the industry. For the semiconductor infrastructure stocks, here is a list of the top nine in the EDA, ATE and manufacturing equipment space, which may not be a healthy industry, but is still a must-have industry, especially as semiconductors have to be built. >>>

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3Com Reports Strong Quarter

Yesterday, 3Com Corporation (NASDAQ: COMS) reported strong first quarter results that not only beat all estimates but were a sign of significant turnaround progress. It was the first time since 2000 that 3Com has reported quarterly GAAP profit. 3Com attributed the profit to higher sales, lower costs, and a patent dispute settlement. >>>

Palm’s Turnaround On Track?

Palm announced in its earnings call on Thursday that its new platform development is on track to be completed by the end of 2008 and that handsets based on it would be released in the first half of 2009. >>>

Should Oracle Buy Into Services?

Oracle’s earnings results were a bright spot in at the end of a chaotic week for the financial sector. After dipping to $18.10 in the week, the stock soared to $21, helped by the company’s positive performance and the Fed’s bailout decisions. However, it could be hit hard by a stronger dollar. >>>

Why Is Adobe’s Creative Solutions Business Slowing?

Adobe Systems Inc (ADBE), the publishing and design software maker, announced its Q3 results yesterday, beating analysts’ expectations. >>>

Top 10 Networking Stocks

The phenomenal trends of online video through YouTube, video conferencing, and online entertainment are driving the networking industry. Here’s my list of the top 10 networking stocks. >>>

First Solar’s Growth Story

Amidst the Energy Policy debates, First Solar (FSLR) is another cleantech company worth watching. Founded in 1999 with the mission to provide an economic solution to the need for alternative energy sources, First Solar is now one of the fastest-growing solar module manufacturers in the world. >>>

Optical Components Overview: Finisar, JDS

On September 8, optical component manufacturer Finisar (FNSR) reported strong first quarter results that beat market expectations. It also reported preliminary fourth quarter results for optical subsystems designer and manufacturer Optium, with which it closed its merger on August 29. >>>

Top 4 Newspaper Stocks

To go along with my post on the top 8 media companies, here is a brief analysis of what I see as the top 4 newspaper stocks. As online news gains ground, it is interesting to see how these giants are struggling in adapting their business models to new trends and how they are faring in the current difficult market. >>>

Samsung And The Consumer Electronics Price War

Word is going round that Samsung, a leading NAND manufacturer, is going to take over SanDisk. Due to its low valuation, SanDisk has been the object of acquisition speculation. Last month, there were rumors it was an acquisition target for Seagate. >>>