Marvell’s Price Target Looks Achievable

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. >>>

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Can ST Become Fabless?

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. >>>

Mentor, PDF Solutions Climb

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

VMW, EMC: The Bargain You Were Looking For?

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. >>>

Motorola’s Turnaround Prospects

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. >>>

Hurd Plans to Herd EDS into HP

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. >>>

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

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. >>>

Media Conglomerates Roundup: IACI, TWX, VIA

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

Bullish on Autodesk

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. >>>

Samsung, Apple and Vertical Integration

We discussed Apple’s vertical integration thoughts in prior posts. I also did a Forbes column on the subject, looking into the Jobsian mind to cull what’s cookin’ …

The company that is perhaps the best positioned to compete in a vertically integrated convergence device world is Samsung. Let’s look at what’s going on at that camp. >>>