Samsung, Apple and Vertical Integration

We discussed Apple’s vertical integration thoughts in prior posts. I also did a Forbes column on the subject, looking into the Jobsian mind to cull what’s cookin’ …

The company that is perhaps the best positioned to compete in a vertically integrated convergence device world is Samsung. Let’s look at what’s going on at that camp. >>>

Oil at $127, Buy Sunpower

Sunpower’s (SPWR) strategy on tying up with PolySilicon vendors seems to be getting them the expected results as is evident from their recently announced Q1 results and future outlook. >>>

ADP, Paychex Signal Slight Weakness

In an earlier post regarding payroll providers ADP and Paychex, I had observed that they hadn’t signaled any weakness due to the economy. Things seem to be a bit different this quarter. ADP said it is “somewhat” affected by the slowing economy. Paychex also saw signs of a weakening economy with a more difficult than normal selling season and increases in business failures especially in Florida and Southern California as well as the construction, mortgage and the real estate industries. Let’s take a closer look at their results in this post. >>>

Wireless Carriers RoundUp

AT&T must be thankful for the phenomenon called iPhone. Last month, on April 22, it announced its Q1 results. Though its share of fixed lines has been shrinking, its growth in the wireless segment is helping it offset the weakening core business. In this post, I will compare the progress of the wireless carriers. Earlier comparison in the wake of the iPhone is available here. >>>

Online Travel: Priceline Prospers, Expedia & Orbitz Slow

Last week, the key online travel players announced their Q1 results and it was quite a mixed bag as expected by some of them. >>>

NILE, ZIPR DOWN; WBMD, MNSTR UP

Last week quite a few of the companies I have covered in the Web 3.0 analysis released their Q1 results. While some showed impressive performance, quite a few were battling the recession. Here is an analysis of some of these stocks. >>>

Disney Delights, Netflix Not

I have covered the online movies section earlier in my Web 3.0 analysis. Two relevant companies in the discussion recently announced their results. >>>

Cisco and Competition

In the Online Video Beneficiaries series, I have written extensively on Cisco and other networking players (or dwarfs?) and hinted at consolidation among the dwarfs to take on the giant. In this post, we will look at Cisco’s earnings report and also look at 3Com and Juniper and assess their strategy and progress with Cisco. >>>