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- eBAy Ridiculously Cheap
- Sramana Mitra submits: eBay continues to struggle against current economic conditions with rather lackluster Q3 performance. It has reduced its Q4 guidance, raising doubts about a merry Christmas for the company this year. Q3 revenues of $2.12 billion were marginally lower than the market’s expectations of $2.13...
- External links 2008-10-17
- Google Shines Amidst Volatility
- Sramana Mitra submits: Google GOOG reported Q3 earnings yesterday that exceeded all market expectations despite the worsening economic conditions. They reported revenues of $5.5 billion with EPS of $4.92. The market was looking for revenues of $5.6 billion and EPS of $4.75. Google’s revenues grew 31% over the year. By...
- External links 2008-10-17
- 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
- Sunpower Shines Bright
- Sramana Mitra submits: Here is some more good news. SunPower SPWR announced impressive Q3 earnings last week. With revenues of $377.5 million, the company exceeded the market’s expectations of $350 million, and reported annual growth of 61%. Its EPS grew 82% to $0.60 and beat the Street’s view of...
- External links 2008-10-21
- Apple Takes a Bite of Research In Motion
- Sramana Mitra submits: Apple AAPL, which recently topped my list of the Top Five Handset Stocks, reported fourth quarter results on Wednesday that beat profit estimates but missed revenue estimates. Despite the tough market, Apple sold 6.9 million iPhones in the quarter and beat its sales target of 10...
- External links 2008-10-23
- Nokia Slows
- Sramana Mitra submits: While Apple AAPL had a great quarter, Nokia NOK lost market share and reported a disappointing quarter last week. The loss in market share follows its decision not to match aggressive pricing from its competitors at the cost of profitability. While market share slid to 38%...
- External links 2008-10-24
- Amazon: International Strategy?
- Sramana Mitra submits: The economic recession is hitting retail stocks worldwide. The recent announcement of Amazon’s AMZN results did not bring much cheer to the market either. Their revenues of $4.3 billion for the quarter were in line with the market’s expectations, and recorded a 30% increase...
- External links 2008-10-24
- Microsoft?s View Of Recession
- Sramana Mitra submits: The IT giant Microsoft MSFT isn’t safe from the damage caused by worsening economic conditions, as was evident from its Q1 results last week. Revenue for the quarter stood at $15.1 billion, growing 9% over the year and exceeding the market’s expectations of $14.8 billion. Sequentially,...
- External links 2008-10-28
- Yahoo Fumbling Away
- Sramana Mitra submits: Yahoo’s YHOO performance does not seem to be improving. Add the current economic conditions to its already worrisome leadership issues and you have a stock that continues to be in a free fall. Revenues grew by 3% over the year to $1.33 billion, missing the market’s...
- External links 2008-10-29
- Outsourcers Cautious
- Sramana Mitra submits: I had covered some of the most well-known Indian IT outsourcers in my list of Top 10 Outsourcing Stocks published in September. A few of these outsourcers recently announced their quarterly results, and in this post I discuss Wipro and Satyam. Wipro WIT had mixed success in...
- External links 2008-10-30
- SAP Tightening Up
- Sramana Mitra submits: SAP AG’s SAP results reveal that compared with the last quarter, when it seemed to be going strong, the company has become yet another giant to be affected by the global economic crisis. Its shares fell almost 50% in a month as the crisis worsened. On Tuesday,...
- External links 2008-10-30
- 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
- Comcast Looks Strong
- Sramana Mitra submits: At a time when most companies are revising down their annual outlook, in just three quarters, Comcast CMCSA has already met its free cash flow target for the year. Comcast’s reported Q3 revenues of $8.5 billion were marginally lower than the $8.6 billion the market...
- External links 2008-11-05
- Deal Radar 2008: Wigix
- Sramana Mitra submits: eBay’s EBAY vulnerability, it seems, is drawing attention. In this installment of the Deal Radar, we look at a company that is trying to hit eBay where it hurts! Wigix is a new online marketplace for consumer goods modeled on a NASDAQ-style trading...
- External links 2008-11-05
- Networking Stocks: Cisco and Juniper
- Sramana Mitra submits: It’s been a year since Cisco first warned about a slowdown in U.S. technology spending. Now, as it releases its Q109 results, the company says the slowdown has spread to Europe, emerging countries and Asia. In this post, we will look at the performances of Cisco...
- External links 2008-11-07
- Qualcomm Quite Cheap
- Sramana Mitra submits: On Thursday, Qualcomm (Nasdaq: QCOM), which tops my Top 10 Semiconductor Stocks list, reported mixed fourth quarter and fiscal year 2008 results. Q4 revenue grew 45% y-o-y and 21% q-o-q to $3.33 billion and included the $560 million in licensing and royalty revenues received from Nokia...
- External links 2008-11-09
- Energy Recovery: Strong Buy
- Sramana Mitra submits: Seawater desalination leader Energy Recovery Inc’s, ERII Q3 results were disappointing compared with the previous year’s performance, yet the company managed to beat both market expectations and last quarter’s outlook. Revenues of $9 million were substantially higher than the Street’s expectations of $7 million, but...
- External links 2008-11-14
- Yahoo!'s CEO Search Commences
- Sramana Mitra submits: Here are the candidates according to to Kara Swisher: “While Yahoo’s YHOO board has some execs in mind to become CEO, obvious candidates include News Corp. NWS COO Peter Chernin, as well as former AOL head Jon Miller, former eBay EBAY CEO Meg Whitman...
- External links 2008-11-18
- Nvidia Finally Wins Apple's Heart
- Sramana Mitra submits: Nvidia Corporation NVDA, the leading graphics chip maker with annual revenue of $4.1 billion, recently reported a 74% decline in its Q3 earnings due to a 20% decline in revenue. However, earnings topped analyst estimates and shares soared, helped by the design win with Apple AAPL....
- External links 2008-11-19
- Media Stocks: Disney, Time Warner
- Sramana Mitra submits: The Walt Disney Company DIS has been exceeding market expectations over the past few quarters. However, the recently announced quarterly results showed that Disney is one more company that is not immune to the recession and decline in consumer confidence. Though Disney managed to beat revenue...
- External links 2008-11-20
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