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- Synaptics Diversifies Product Range and Rides the Smart Phone Wave
- Naveen Selvaraj submits: Until early 2007, Synaptics' (Nasdaq: SYNA) revenue growth was tied to the PC market, specifically the notebook market since the Synaptics TouchPad was its principal product. When companies are dependent on a specific product line for revenues, they sometimes tend to focus only on increasing share in...
- External links 2009-04-27
- Solid Execution Makes Western Digital a Compelling Stock
- Naveen Selvaraj submits: Western Digital WDC can easily rank among the best managed large-cap tech companies today. For the first quarter of the company's fiscal 2010, it reported YOY revenue growth of 4.6% to $2.2 B and operating income grew 36% YOY to $319 M. WDC Reported A YOY Revenue...
- External links 2009-10-27
- Net App Lost Data Domain to EMC But Gained Growth Momentum
- Naveen Selvaraj submits: Looks like the Data Domain acquisition burnt a big enough hole in Net App's NTAP profits last quarter. Two quarters back it had to take a $128M impact related to its 'discount' practices as part of the GSA agreement with the federal government and this quarter...
- External links 2009-08-21
- Autodesk: Not Out of the Woods Yet, Despite Earnings Call Optimism
- Naveen Selvaraj submits: Companies which service the Auto and E&C Engineering and Construction industries have had to bear the worst of the recession and Autodesk, Inc. ADSK has been no exception. With the severe downturn that impacted Autodesk customers, the revenue decline has been expectedly sharp. by Naveen Selvaraj
- External links 2009-08-17
- Akamai: Short of Expectations, But Long-Term Growth Story Remains Intact
- Naveen Selvaraj submits: Akamai Technologies, Inc. AKAM reported second quarter (2Q09) results which were well short of expectations. by Naveen Selvaraj
- External links 2009-07-30
- Western Digital: Better Inventory Management Helps It Pull Ahead of Seagate
- Naveen Selvaraj submits: Western Digitial WDC reported better than expected results yesterday with a 21% sequential revenue growth to $1.9B and a more than threefold increase in operating income to $209M ($61M in Mar09 qtr). by Naveen Selvaraj
- External links 2009-07-29
- How Does Accenture Today Compare to Post Dot-Com Bust?
- Naveen Selvaraj submits: Accenture ACN reported results yesterday and it was on expected lines. Source: Gridstone Research by Naveen Selvaraj
- External links 2009-06-26
- Adobe's Earnings: Can Flash Platform Revenues Compensate for Frugal Corporate Spending?
- Naveen Selvaraj submits: Adobe Systems ADBE is well known for its Creative Suite (CS) and Acrobat family of products but some promising new technologies from Adobe were viewed with burgeoning interest as having the potential to replicate the success stories of Acorbat and CS products. With this in mind, I...
- External links 2009-06-18
- Texas Instruments: Does Guidance Revision Suggest a V-Shaped Semiconductor Recovery?
- Naveen Selvaraj submits: The mid-quarter update by Texas Instruments TXN is a keenly watched event by Tech sector analysts mainly because it is seen as a good indicator of how the quarter will progress for the hardware sector in general. Short-term recovery has been swift... by Naveen Selvaraj
- External links 2009-06-10
- Cisco: Order Inflows Insufficient to Arrest Steep Revenue Declines
- Naveen Selvaraj submits: Cisco's CSCO most recent quarter results were generally greeted with cheer as the company beat both sales and profit expectations. However, a closer look at the sales break-up and some sales trends doesn't seem comforting. While sales met expectations coming in at $8.1B, they declined 16% on...
- External links 2009-05-12
- Sohu: Stagnating Profits and EPS Growth
- Naveen Selvaraj submits: Sohu.com SOHU, a leading Internet media and gaming company in China, reported disappointing results on Monday. The stock was already down -- 16% on the day of earnings (October 26th) to $59.9. What propelled Chinese stocks to their peaks in 2008 is what is pulling them down...
- External links 2009-10-27
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