Autodesk Recovering

The market has been steadily recovering over the last month. Autodesk’s (Nasdaq:ADSK) stock has also recovered significantly since their last quarter results. Despite their bleak view of the economy, the market was impressed with their quarterly performance. Q1 revenues fell 29% to $426 million and recorded a 13% fall over the previous quarter. Their lean cost structure efforts initiated last quarter helped them earn $0.18 per share. The street was estimating revenues of $419 million with EPS of $0.08. They are continuing their cost control efforts and are estimating an additional savings of $120 million in fiscal 2010. >>>

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Rubinstein’s Revenge

The Palm Pre was released on June 6, and the verdict is that it delivers on many fronts and can be strong competition for the iPhone if it is able to fix its app store and attract third-party developers. Analysts are calling the launch a success. Let’s take a closer look at the phone’s features and how it fares against competitors. >>>

Nokia Should Also Consider Acquiring Palm

The Palm Pre’s initial reviews are out, and most suggest it can challenge the iPhone with its QWERTY keyboard and a touch screen interface that finally matches the iPhone’s. Meanwhile, Apple is announcing a new iPhone on June 8 while Nokia is releasing the Nokia N97 mobile computer worldwide in June. In this post, let’s analyze the performance of the two leading mobile phone vendors, Nokia (NYSE:NOK) and Samsung (SEO:005930). >>>

Sprint Eagerly Awaits Pre

The Palm Pre is set to launch this weekend, and the buzz I see around it is one of keen anticipation. The phone’s exclusive carrier is Sprint, which is no giant like AT&T but rather a flickering light whose only hope seems to be the Pre. Let’s take a closer look at Sprint’s recent performance as well as that of T-Mobile. >>>

Marvell, InterDigital Optimistic

We recently saw that leading semiconductor companies Qualcomm, Broadcom, and TI reported robust quarters mainly due to strong demand in Asia. Is the trend reflected in the results of peers? Let’s take a closer look at Marvell and InterDigital to see what their results can tell us about the state of the semiconductor industry, especially its partnerships with 3G phone players. >>>

EDA Industry Precarious

There is some consolidation happening in the failing EDA industry. It hasn’t reached the proportions that I would like to see, but at least it’s a start. While the biggest merger in the related industry was that of NEC and Renaissance, the EDA industry itself was not left untouched. Synopsys announced a $22 million cash acquisition of the Analog Business Group of MIPS Technologies, and Mentor signed a definitive agreement to acquire LogicVision. Here is a quick analysis of these companies’ recently announced quarterly results. >>>

SunPower Slows, But Obama’s Stimulus Should Help

After quarters of stellar growth, SunPower (NADSAQ:SPWRA) too seems to have been hit by the economic meltdown, and its earlier confidence in meeting projected numbers has wavered. In the recently announced Q1 results, revenues of $214 million fell by 22% over the year and came in far short of the market’s expected $269 million. EPS of $0.05 was also significantly short of the Street’s expected $0.24. >>>

SanDisk, Seagate Stocks Recovering

Earlier this week, SanDisk Corp. (NASDAQ:SNDK), the leading flash memory chipmaker with annual revenue of $3.35 billion, renewed its patent licensing agreement with Samsung that was to expire in August of this year. Last year, Samsung was trying to acquire SanDisk, which is struggling with huge losses. Also last year, there was speculation that Seagate might acquire SanDisk. Let’s take a closer look at both companies’ performances. >>>

ADP and Intuit Should Acquire Some SaaS

Last week, Intuit (NASDAQ:INTU) the leading accounting and tax software maker with annual revenue of $3.1 billion, reported a strong third quarter in which it beat estimates, driven by strong sales in Consumer Tax and growth in the small business customer base despite the tough economy. In the past few weeks there have been expressions of optimism in the news media and signs from companies such as Intel and Cisco that the economy is recovering. Let’s take a look at ADP’s and Intuit’s results for any such signs. >>>

EMC, VMWare Steady

EMC (NYSE:EMC) and VMWare (NYSE:VMW) recently announced their quarterly results. While they failed to meet some expectations, both companies’ managements were reasonably happy with their performances in this poor economy. >>>