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- the physical components of a computer system, such as the processor, keyboard, and monitor. "Software" is the name given to operating systems and applications.
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- IBM Unintimidated
- Sramana Mitra submits: There is some good news amidst this bloodbath. IBM IBM is second on my recent list of Top 10 Outsourcing Stocks and its recent earnings show why. Despite the tough market, the company had a strong quarter. IBM had grown stronger in the face of the...
- External links 2008-10-21
- Strong Results From VMware and EMC Corp.
- Sramana Mitra submits: Until the last quarter, VMware VMW was facing trouble. In these times when most companies are reporting rather depressing results, both VMW and its parent company, EMC’s results were a pleasant surprise. VMWare’s Revenues for the quarter of $472 million exceeded the market’s expectations of...
- External links 2008-10-31
- Dell Should Do a SmartPhone Acquisition
- Sramana Mitra submits: Dell Inc DELL, the No.2 PC vendor with annual revenue of $61 billion, reported its third quarter results last Thursday. Though slowdowns in IT spending and demand saw its revenue decline and miss estimates, Dell’s cost-cutting measures have boosted its earnings, beating expectations. Last quarter, Dell...
- External links 2008-11-24
- HP Demonstrates Strength
- Sramana Mitra submits: Hewlett-Packard HPQ announced strong fourth quarter and fiscal year 2008 results driven by terrific cost control and strength in the HP Services segment, which was helped by the EDS acquisition. For the full fiscal year 2008, revenue was up 13% to $118.4 billion. Profit was...
- External links 2008-11-26
- IBM’s Robust Performance Persists
- Sramana Mitra submits: On Tuesday, IBM (NYSE: IBM), the world’s leading computer services provider, yet again reported strong earnings for its fourth quarter that beat analyst expectations. Amidst the gloomy market conditions, its upbeat outlook brought some cheer. For the full fiscal year 2008, IBM reported revenue of...
- External links 2009-01-22
- EMC Cautious
- Sramana Mitra submits: EMC EMC, the $23.4 billion storage technology company, announced its Q4 earnings on Wednesday. Revenues for the quarter came in at $4.02 billion, growing 5% over the year, with non-GAAP EPS of $0.32. The current quarter ended EMC’s run of 21 consecutive quarters of double-digit revenue...
- External links 2009-01-30
- Struggles at Seagate, SanDisk
- Sramana Mitra submits: Seagate and Sandisk, both storage solutions companies, are having a hard time in this economic environment. Both are leaders in their markets, but need massive restructurings to stay afloat. On January 21, Seagate Technology (NASDAQ: STX), the leader in hard disk drives and storage solutions...
- External links 2009-02-18
- HP Succumbs, But Likely to Acquire
- Sramana Mitra submits: Hewlett Packard Co (NYSE:HPQ), the leader in the PC market with annual revenue of $118.4 billion, had been reporting strong quarters until now and had seemed to be recession-proof. Well, not anymore. On Wednesday, the company reported a mixed first quarter, missing revenue estimates but meeting...
- External links 2009-02-19
- Sun Should Pursue Open Source Full Blast
- Sramana Mitra submits: Last year when Sun Microsystems (NASDAQ:JAVA) took over MySQL, I asked if it would get into open source applications. Sun’s Q2 revenues of $3.22 billion were in line with the market’s expectations even though they were down 10.9% over the year. However, EPS...
- External links 2009-03-18
Additional Resources
- TiVo Has Threats Ahead
- Sramana Mitra submits: On August 27, TiVo Inc. (Nasdaq: TIVO), the pioneer in television services for digital video recorders [DVRs], reported Q2 results that beat its own guidance and Street earnings estimates. Q2 revenue was down 5.3% to $53.5 million. Net income was $2.9 million or $0.03 per share,...
- External links 2008-09-04
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