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Palm’s Turnaround On Track?

Posted on Monday, Sep 22nd 2008

Palm announced in its earnings call on Thursday that its new platform development is on track to be completed by the end of 2008 and that handsets based on it would be released in the first half of 2009. >>>

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Should Oracle Buy Into Services?

Posted on Monday, Sep 22nd 2008

Oracle’s earnings results were a bright spot in at the end of a chaotic week for the financial sector. After dipping to $18.10 in the week, the stock soared to $21, helped by the company’s positive performance and the Fed’s bailout decisions. However, it could be hit hard by a stronger dollar. >>>

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Why Is Adobe’s Creative Solutions Business Slowing?

Posted on Wednesday, Sep 17th 2008

Adobe Systems Inc (ADBE), the publishing and design software maker, announced its Q3 results yesterday, beating analysts’ expectations. >>>

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Top 10 Networking Stocks

Posted on Tuesday, Sep 16th 2008

The phenomenal trends of online video through YouTube, video conferencing, and online entertainment are driving the networking industry. Here’s my list of the top 10 networking stocks. >>>

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First Solar’s Growth Story

Posted on Monday, Sep 15th 2008

Amidst the Energy Policy debates, First Solar (FSLR) is another cleantech company worth watching. Founded in 1999 with the mission to provide an economic solution to the need for alternative energy sources, First Solar is now one of the fastest-growing solar module manufacturers in the world. >>>

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Optical Components Overview: Finisar, JDS

Posted on Friday, Sep 12th 2008

On September 8, optical component manufacturer Finisar (FNSR) reported strong first quarter results that beat market expectations. It also reported preliminary fourth quarter results for optical subsystems designer and manufacturer Optium, with which it closed its merger on August 29. >>>

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Top 4 Newspaper Stocks

Posted on Thursday, Sep 11th 2008

To go along with my post on the top 8 media companies, here is a brief analysis of what I see as the top 4 newspaper stocks. As online news gains ground, it is interesting to see how these giants are struggling in adapting their business models to new trends and how they are faring in the current difficult market. >>>

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Samsung And The Consumer Electronics Price War

Posted on Wednesday, Sep 10th 2008

Word is going round that Samsung, a leading NAND manufacturer, is going to take over SanDisk. Due to its low valuation, SanDisk has been the object of acquisition speculation. Last month, there were rumors it was an acquisition target for Seagate. >>>

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