categories
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
Newspaper Stocks: NYTimes, Gannett, McClatchy
US newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main source of their revenues – vertical classifieds – have steadily been moving online. Their response should be to invest in and acquire online verticals, which has happened to some extent. Not enough, though. The latest quarterly results of three companies, The New York Times, Gannett, and McClatchy, thus, were representative of the bloodbath their stocks have been experiencing. >>>
Still Bullish On Salesforce.com
Despite crossing the $1 billion annual revenue milestone, Salesforce.com’s shares plunged amidst concerns about its “slow growth” and lower-than-expected deferred revenue and guidance. >>>
EDA Industry Roundup
Mentor Graphics (MENT), has had a roller coaster second quarter. Cadence made a hostile takeover bid for Mentor in June of this year, only to revoke it last week. Mentor’s stock slipped 20% after the end of bidding to $10.33. >>>
True Blue Chips: HP and IBM
In my last post on HP, I looked at how its acquisition of technology services firm EDS could place it in a challenger position behind IBM. In this post, we will look at both companies’ recent performances. >>>
Consumer Internet Roundup: WebMD, Blue Nile
Continuing my coverage of consumer internet companies and how they are adapting their business strategies to Web 3.0, here is an analysis of two very different players, WebMD (WBMD) and Blue Nile (NILE), who recently announced their results. >>>
Acquisitions Coming From Seagate?
Seagate is facing difficult times. Will it tackle the situation via acquisitions? Let’s take a look. >>>
Maintaining Buy On Autodesk
Autodesk (ADSK) has been doing well for a few quarters. I had recommended Buy on the stock when it announced Q4 results last year, maintained this recommendation after the Q108 announcement, and again reiterate my view following the Q2 results announced at the end of last week. >>>
Turnaround Progress At Motorola
In my most recent post on Motorola, I looked at its turnaround prospects and first quarter results and concluded that the company is not to be written off. Second quarter results, reported July 31, showed a marked improvement that took most by surprise. >>>