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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Technology Stocks
Sector Overview: SaaS
The SaaS sector has been relatively unaffected by the weak economy. Since the SaaS business model helps cut costs, business has been good, with most companies beating estimates quarter after quarter. However, the stock prices have taken a beating in the later half of the year. This presents a great opportunity for the stronger players to consolidate and investors looking for a bargain to buy. Let’s take a look at which companies should best be able to withstand the recession. >>>
Semiconductor Infrastructure Sector Overview
2008 was a particularly bad year for many industries, and for the already failing semiconductor infrastructure industry the recession could not have come at a worse time. Here is a quick discussion of how semiconductor infrastructure stocks fared during the year. >>>
Sector Overview: Internet Stocks
Here is a quick glance at how the year was for some of my favorite Internet stocks. >>>
Sector Overview: Media
If 2007 was an unpleasant year for the media industry, 2008 was no better. The economic headwinds have troubled both traditional and new media companies, and stock prices have slipped by 15%-60% over the year. Here is a brief analysis of the year that was for my top 8 media stocks. >>>
National Semi Leads Chip Sector’s Lowered Forecasts
Yesterday, National Semiconductor Corp. (NYSE:NSM) reported a weak second quarter. As the economic conditions deteriorated, the company saw demand for its products weaken. It has cut back its forecasts, as have leading semiconductor players, TI and Broadcom. >>>
Sector Overview: Networking
The economic downturn has slowed down sales in the networking world: a recent report, “Service Provider Routers and Switches”, from Infonetics Research shows that sales of service provider switches and IP core and edge routers have declined 4% sequentially to $3.3 billion in Q308. Networking giant Cisco, which was the first to warn of an economic slowdown, has seen its revenue growth slow down and its market share slide while competitors have gained share. Let’s take a closer look. >>>
EDA: Bring Costello Back?
EDA stocks were not looking up when the market was good, and they definitely aren’t any better now that economic conditions are bad. It’s time to take another look at the EDA companies. >>>
Media Stocks: News Corp, Viacom
Here is a quick analysis of a couple of media companies thqt announced rather lackluster quarterly results last month. News Corporation (NWS) had been on a roll till last quarter with impressive Q4 results. The Q1 results for their new fiscal were, however, disappointing. >>>