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
LeapFrog, A Good Buy
LeapFrog Enterprises (LF), the educational gaming company, announced their Q1 2008 results yesterday. Their revenues of $58.3 million were 4.3% lower than previous year Q1 revenues but were substantially higher than the market’s expectations of $51.7 million. For the quarter, their loss per share of $0.43 was lesser than the market’s projected losses of $0.48. >>>
Comcast Continues Upward Trend
I had mentioned in January that it was time to buy Comcast. In April, their Q4 results followed my predicted path and this week as they announced their Q1 results, the trend continued. >>>
Akamai Continues to Perform
Last week on April 30, Akamai Technologies, Inc. (NASDAQ: AKAM) reported its first quarter results that beat profit estimates but missed revenue estimates by a million. Its shares were up 1.5%, or 55 cents, to $36.32 in after-hours trading. An earlier post profiling the company as part of the online video beneficiaries is available here. >>>
SaaS Roundup
As we have seen in our earlier posts (available here and here), SaaS companies have been doing well in the face of a weak economy as SaaS deployments require less upfront investment. >>>
SAP Signals Weakness
Yesterday SAP AG (NYSE: SAP) reported results for a disappointing first quarter affected by the weakening dollar, the Business Objects acquisition and heavy investment in its SaaS initiative, BusinessByDesign. >>>
Does Apple’s Move Impact ARM?
Apple’s recent acquisition of low power processor start-up PA Semi has caused a ripple in the semiconductor industry. Read my Forbes article on the acquisition in which I peek into Steve Jobs’ mind. I also say in the article that if Apple succeeds in developing a breakthrough, the industry will scramble towards vertical integration. >>>
Chips and Handsets: QCOM, NOK, Infineon
Qualcomm last week reported its second quarter results. Earlier coverage is available here and here. Vijay Nagarajan’s extensive coverage is available here in which he looks at its numerous legal battles with Broadcom and also Nokia. >>>
Microsoft Stretched in Multiple Directions
Microsoft (MSFT) announced their Q3 results yesterday. While their revenue for the quarter of $14.5 billion met market expectations, their EPS of $0.47 exceeded the street’s views of $0.45. The revenue for the quarter reported an increase of 14% over the previous year while the EPS reduced by 6% from $0.50 in the previous year Q3. >>>