Cisco Rivals Trade Near 52-Week Highs

Cisco recently provided a grim outlook that was far short of analyst estimates. However, its rivals Juniper, F5, and Polycom reported strong results and provided outlooks close to analyst estimates. They are trading close to 52-week highs, while Cisco is close to its 52-week low. Let’s take a closer look.

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Comcast Waits On NBC Merger; Viacom Focuses On International Expansion

Cord cutters are troubling the U.S. cable television market: A recent report by SNL Kagan indicates that the total number of TV subscribers for cable, satellite, and telecom operators fell by 119,000 in Q3 compared with a gain of 346,000 subscribers a year ago. While telecom and satellite providers did get more subscribers, cable television providers saw the subscribers’ base falling by 741,000. This is the largest decline in subscribers in 30 years. >>>

Management And Strategic Changes At HP And Dell

HP (NYSE:HPQ) and Dell (NASDAQ:DELL) recently reported their quarterly results. While HP reported strong results for its first quarter under new CEO Leo Apotheker, Dell reported mixed results. Both companies reported strong demand from enterprises, while consumer spending was softer. Let’s take a closer look.

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Intuit’s Acquisitions Pay Off

Intuit (NASDAQ:INTU), the leading small business accounting and tax software provider with annual revenue of $3.45 billion, last week reported better than expected revenue as it continued to reap the benefits of its recent acquisition spree. Let’s take a closer look.

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Solar Industry Update: New Projects In Arizona And Increased Activity In India

Analysts project solar photo voltaic market demand to grow at 33% per year from 2009–2012 to reach 17.2 gigawatts. During the current year, market demand is expected to grow to 13.5 GW in 2010 from 7.2 GW a year ago. Despite feed-in tariff cuts, growth in 2010 was fuelled by German demand. Germany saw PV market demand grow from nearly 4 GW to 7.2 GW. However, in the coming years, the market is expected to diversify globally as the German market declines. In 2011, the German market is expected to fall to 5.9 GW, expediting the need for solar players to expand globally. >>>

Online Travel Update

According to comScore, online spending on travel in the U.S. grew 9% in July, compared with 8% growth in June and 7% growth in May. Air travel spending in July grew 12% over the year, while hotel spending rose 5%. Air travel spending has grown due to an increase in airfares and reduction in capacity. Bureau of Transportation Statistics reveal that average domestic airfares rose 4.7% over the year in the first quarter of 2010 from a year earlier.

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Samsung And Motorola Help Android Beat iOS

According to research firm IDC, Android has leapt to the number three position in the operating system (OS) market with 16.3%, overtaking iOS with 14.7%. A number of smartphone vendors including HTC, Samsung and Motorola (NYSE:MOT) have launched many successful devices based on the Android OS and helped it to gain market share. Let’s take a closer look. >>>

Tablet Sales Could Double; ARM Needs To Watch Intel

ARM Holdings (NASDAQ:ARMH) recently reported strong third quarter results driven by demand for its processor-based chips. ARM licenses its processors for most smartphones and tablets, including the iPhone and iPad, as well as for televisions and electrical gadgets. It shipped about 1.5 billion chips, with 900 million for smartphones and tablets. Intel, the world’s largest chipmaker, which has been slow to enter the ARM-dominated smartphone and tablet market, is expected to release a chip aimed at tablets in early 2011. Let’s take a closer look.
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Interactive Media And Digital Content Sources Of Strength For Time Warner And Disney

A report by the Convergence Consulting Group found that in the past two years, over 800,000 U.S. households dropped their cable subscriptions, or as is known, “cut the cord.” Of these, a whopping 600,000 cords were cut last year. The report estimates that in the recent quarter more than 500,000 cable subscribers cut their connections. The competition for the cable TV companies continues to get stronger with the growing catalogue of online streaming players like Netflix and Hulu and new entrants like Google TV and Apple TV, now known as iIV, making it easier for users to view online content on their television sets.

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Despite Weak Outlook, Cisco Will Continue Hiring And Acquiring

Cisco (NASDAQ:CSCO) this week reported first quarter results that beat estimates, but its outlook missed estimates. Though it has been the norm for Cisco to provide a conservative outlook, this quarter the outlook is much grimmer and far short of analyst estimates. Despite the poor outlook, the company still expects to add jobs. Let’s take a closer look. >>>