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- The Accelerator Conundrum
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Technology Stocks
Marvell, InterDigital Optimistic
We recently saw that leading semiconductor companies Qualcomm, Broadcom, and TI reported robust quarters mainly due to strong demand in Asia. Is the trend reflected in the results of peers? Let’s take a closer look at Marvell and InterDigital to see what their results can tell us about the state of the semiconductor industry, especially its partnerships with 3G phone players. >>>
EDA Industry Precarious
There is some consolidation happening in the failing EDA industry. It hasn’t reached the proportions that I would like to see, but at least it’s a start. While the biggest merger in the related industry was that of NEC and Renaissance, the EDA industry itself was not left untouched. Synopsys announced a $22 million cash acquisition of the Analog Business Group of MIPS Technologies, and Mentor signed a definitive agreement to acquire LogicVision. Here is a quick analysis of these companies’ recently announced quarterly results. >>>
SunPower Slows, But Obama’s Stimulus Should Help
After quarters of stellar growth, SunPower (NADSAQ:SPWRA) too seems to have been hit by the economic meltdown, and its earlier confidence in meeting projected numbers has wavered. In the recently announced Q1 results, revenues of $214 million fell by 22% over the year and came in far short of the market’s expected $269 million. EPS of $0.05 was also significantly short of the Street’s expected $0.24. >>>
SanDisk, Seagate Stocks Recovering
Earlier this week, SanDisk Corp. (NASDAQ:SNDK), the leading flash memory chipmaker with annual revenue of $3.35 billion, renewed its patent licensing agreement with Samsung that was to expire in August of this year. Last year, Samsung was trying to acquire SanDisk, which is struggling with huge losses. Also last year, there was speculation that Seagate might acquire SanDisk. Let’s take a closer look at both companies’ performances. >>>
ADP and Intuit Should Acquire Some SaaS
Last week, Intuit (NASDAQ:INTU) the leading accounting and tax software maker with annual revenue of $3.1 billion, reported a strong third quarter in which it beat estimates, driven by strong sales in Consumer Tax and growth in the small business customer base despite the tough economy. In the past few weeks there have been expressions of optimism in the news media and signs from companies such as Intel and Cisco that the economy is recovering. Let’s take a look at ADP’s and Intuit’s results for any such signs. >>>
EMC, VMWare Steady
EMC (NYSE:EMC) and VMWare (NYSE:VMW) recently announced their quarterly results. While they failed to meet some expectations, both companies’ managements were reasonably happy with their performances in this poor economy. >>>
HP Still Has $13 Billion In Cash
Yesterday Hewlett-Packard (NYSE:HPQ), the leader in the PC market with annual revenue of $118.4 billion, reported second quarter results that were in line with estimates thanks to its cost-cutting efforts. While some companies like Cisco and Intel were signaling a stabilizing economy, HP reported a fall in sales and profit. >>>
Comcast Goes Digital
Comcast (NASDAQ:CMCSA) was optimistic last quarter about its performance in the troubled economy, and the recently announced Q1 results are proof that this optimism wasn’t entirely unfounded. Q1 revenues of $8.84 billion grew 5% over the year and beat the market’s expected $8.76 billion. EPS of $0.27 was higher than the Street’s expected $0.23 and grew 11% over the year. >>>