Buying Opportunity with VMWare

VMware (VMW) is facing troubled times. With the recent announcement of Microsoft entering the hypervisor (virtual machine monitor) business, the management change of CEO Diane Greene getting fired and management having to revise down guidance, the stock has hit quite a turbulent patch. >>>

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3G iPhone Effect on TI, Broadcom and ST

I recently listed the top 5 component beneficiaries of the 3G iPhone (minus Qualcomm, which is coming). In this post, I cover how Texas Instruments (TI), STMicro (STM), and Broadcom (BRCM) benefit from the 3G iPhone. I also discuss their recent earnings reports. >>>

Apple’s Uncharacteristically Sloppy Execution

Apple (AAPL) reported a strong Q3 yesterday that again topped analyst estimates, but its forecast missed estimates. Along with activation and other service issues for the new 3G iPhone and concerns over Steve Jobs’ health, the weak forecast has led to shares falling 11% in after-hours trading to about $149. This is the first time Apple has looked sloppy. >>>

Apple’s Samsung Order May Benefit SanDisk

Yesterday, SanDisk Corporation (NASDAQ:SNDK), a leading flash storage cards supplier, reported disappointing second quarter results that yet again missed analyst estimates. Results were driven by falling NAND flash prices and oversupply despite increasing demand. There are reports that Apple might change this situation with the huge demand for 3G iPhones and its ripple effect. >>>

Still Bullish on Nokia

On July 17, Nokia Corporation (NOK) posted strong Q2 results that topped analyst estimates, driven by 21% growth in mobile device sales to 122 million units, an average of 1.35 million units per day. In the converged mobile device section, sales grew 10% to 15.3 million units, much more than the iPhone’s target for the year. >>>

SunPower Beaten up to Buying Opportunity Levels

SunPower (SPWR) continued to outperform market expectations in their recently announced Q2 earnings release. >>>

Microsoft Unencouraging

Microsoft (MSFT) announced their Q4 results yesterday, ending the year with $60.4 billion in revenues – 18% growth for the year even in the current economic conditions. >>>

Polycom Benefits From Rising Travel Costs

Last week, Polycom, a leading telepresence and video conferencing solutions provider, featured in my list of Seven Tech Stocks For Long-Term Hold. It also featured in my Forbes column last month, Kill The Business Trip. >>>

eBay Still Hazy

Yesterday eBay reported a third consecutive flat quarter with Q2 revenues of $2.2 billion, an increase of 20% over the year. The Street was expecting similar revenues, so no surprises. >>>

Intel Shines Even Without iPhone

Yesterday, Intel Corporation (INTC) reported strong second quarter results that beat analyst estimates. Performance was driven by strong demand in the microprocessor and chipset businesses. Revenue grew 9% y-o-y and declined 2% q-o-q to $9.5 billion. Net income was up 25% y-o-y and 11% q-o-q to $1.6 billion with EPS of $0.28. Analysts had estimated EPS of $0.26 on sales of $9.33 billion. >>>