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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
More Media Stocks: Viacom, News Corp
I continue my analysis of media stocks’ quarterly results with a discussion of Viacom and News Corp, both of which recently announced their June quarter results. >>>
Restructurings at IAC, Time Warner
The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings. >>>
Wireless Carriers: Sprint and T-Mobile
On August 6, Sprint Nextel Corp. (NYSE: S) reported second quarter results that beat analyst estimates. The new CEO, Dan Hesse, has put in place a turnaround plan for improving customer experience, building the Sprint brand, and increasing profitability. The plan is already showing results: the churn rate decreased to 2% from 2.45% last quarter. >>>
Semiconductor IP Players: IDCC, Tessera
InterDigital, Inc. (NASDAQ:IDCC) reported a strong second quarter on August 6. Added to the positive news in two major cases, its shares soared to a 52-week high of $28 on July 31. InterDigital is a top 5 beneficiary of the 3G iPhone, as its licensing technology is used not just by Apple but by RIM, Samsung and Nokia. >>>
Online Travel: Expedia, Priceline, Orbitz
The three key online travel companies are going through a rough patch following their recent quarterly earnings reports. >>>
Cisco Confident
Networking giant Cisco reported strong Q4 and fiscal year 2008 results yesterday that narrowly beat analyst estimates. Its shares soared on the company’s positive outlook that the economic slowdown will be relatively short-term. >>>
Networking Roundup: Foundry, Nortel, Alcatel
I had earlier discussed in my Online Video Beneficiaries series consolidation among the networking dwarfs so that they can be stronger competition for Cisco. >>>
Internet Stock Roundup: SFLY, MNST, NFLX
This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly and Monster are facing an economic slowdown environment. Netflix may actually be benefiting from the slowdown since people tend to stay at home during recessions, and not eat out, go to the movies, or spend gas money to drive around. >>>