Be Careful With Tessera

Last month on February 2, Tessera Technologies Inc. (NASDAQ:TSRA), an IP licensing company and a leading miniaturization technology provider, reported fourth quarter results that beat Street estimates. Despite the economic downturn, Tessera continues to benefit from the convergence device and electronics miniaturization trends. For a better understanding of the company’s strategy, read my earlier post available here. >>>

Autodesk Proceeding With Acquisitions

Autodesk’s (ADSK) stock has been tumbling since last year. The recently announced better-than-expected Q4 results did not bring it any luck, either, a pity because I am a huge fan of this company >>>

TiVo’s Competition ZillionTV Launches

This week, a new company was launched that CNBC introduced as TiVo on Steroids. I have written about ZillionTV a bit while it was still in stealth mode, but today, you can start reading my interview with Mitch Berman, ZillionTV’s CEO. ZillionTV just launched with major studio backing. >>>

MercadoLibre Continues Strong Growth

MercadoLibre (NASDAQ:MELI), the Latin American online auctioneer, continued to deliver remarkable results at a time when most companies are failing to meet expectations. >>>

Online Travel: Priceline, Expedia, Orbitz

The recession is having a mixed impact on travel habits and, of course, on travel companies. Let’s take a look at three companies that recently announced results.

The $3.5 billion online travel major, Priceline (PCLN) surpassed the market’s expectations in its Q4 results. After having slipped in the last quarter, Priceline is now regaining some of its lost valuation. >>>

Dell Needs To Acquire Palm

With demand for PCs declining in the face of the recession, computer manufacturer Dell on Thursday reported a 48% drop in profits and 16% drop in sales in its Q409 results. It missed revenue estimates but beat profit estimates, helped by a 16% reduction in operational expenses and strong cash flow. Let’s take a closer look. >>>

Comcast Cool in Rough Times

Comcast (NASDAQ:CMCSA) repeated their previous quarter’s outperformance, an achievement in this difficult quarter. Q4 revenues of $8.77 billion were better than the market’s expectations of $8.64 billion and recorded growth of 9% annually. EPS of $0.27 was significantly higher than the market’s expectations of $0.22 and grew 35% over the year. Bravo! >>>

Wipro Needs To Think Differently

Even as the economic headwinds approach gale force, the Indian IT outsourcing industry continues to deal with the aftermath of the Satyam fraud revealed earlier this year. Amid such worries, Wipro Ltd (NYSE:WIT), another Indian giant and one of my Top 10 Outsourcing Stocks, announced rather depressing Q3 results. >>>