InterDigital: Risky Play with Huge Potential Upside

Vijay Nagarajan recently did a complete analysis on InterDigital that covers his speculation on Qualcomm acquiring it. Check out the posts The Infineon Alliance, Inside the iPhone, and The Apple Deal which look at how it is going to reap the benefits from the boom in the 3G market. >>>

Sprint Imploding

On February 28, Sprint Nextel Corp. (NYSE: S) reported disappointing results for fourth quarter and full-year 2007 with a huge net loss in Q4 due to a write-down of its Nextel acquisition in 2005 for $36 billion. Earlier coverage is available here and here in which I had looked at Sprint’s troubles including the launch of iPhone. >>>

MercadoLibre Marches On

MercadoLibre (NASD: MELI), the leader in e-commerce in Latin America, announced fourth quarter earnings yesterday.

Their revenues for Q4 at $26.9 million, a year on year growth of 73.9%, were in line with market expectations. Their Marketplace revenues grew 61.5% to $21.1 million and Payments revenues grew 141.1% to $5.8 million over the same period last year. >>>

Is Broadcom a Bargain?

Vijay Nagarajan recently completed his deep-dive analysis on Broadcom (Nasdaq: BRCM). My earlier posts are available here and here. >>>

What is Nortel’s Investment Thesis?

Last week on February 27, Nortel Networks Corporation [NYSE/TSX: NT] reported fourth quarter net loss of $844 million, or $1.70 per share. Added to the economic slowdown and low North American carrier spending, Nortel also had to deal with a change in Canadian tax profile with a $1.1 billion tax write-down. Following 2900 job cuts in 2007, it plans to save $300 million in 2008 by cutting 2100 more jobs and moving 1000 positions to high-growth, low-cost locations. Earlier coverage is available here and here. >>>

Dell Could Use a Mark Hurd

Yesterday, Dell posted its financial results for Q4 and fiscal year 2008 that ended February 1, 2008. Earlier coverage is available here and here. In my last post on Dell, I had said that its turnaround wasn’t going so badly, but that I would like to see a smartphone strategy. A smartphone isn’t on the horizon yet. Let us see how it fared this quarter. >>>

Intuit Needs a Painful Business Model Re-engineering

Last week, Intuit Inc. (NASDAQ: INTU) reported its financial results. Earlier coverage is available here and here, where I have discussed that Intuit needs to move to a SaaS model, and get more of an International business going. >>>

No Weakness in ADP, Paychex

We have been looking at various Human Resources related services businesses recently, especially with a multi-part interview series with Michael Gregoire, CEO of Taleo (Nasdaq: TLEO). Taleo has not signaled any weakness due to the economy. One would expect the payroll providers to signal weakness. Let’s take a look at their numbers. >>>