Energy Recovery: Strong Buy

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. >>>

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Semiconductor IP Stocks: ARM, InterDigital, Tessera

In this post, I take a look at the impact the recession is having on three major semiconductor intellectual property (IP) players: ARM, InterDigital and Tessera (earlier coverage is available here and here). It seems as though royalty revenues are growing just fine, presumably on the wings of ballooning handset sales across the world, from which all 3 players benefit handsomely. >>>

Internet Stocks: WebMD, Shutterfly, Monster and Netflix

Yesterday’s analysis of ZipRealty, MOVE and Blue Nile showed that even though there’s no doubt the global financial crisis is hurting online commerce across industries, it’s not all bad news. The recently announced Q3 results of some of my other favorite Internet companies are further evidence that while revenues are often lower than expected and stock prices are down, with the help of site improvements and partnerships, there are Internet companies that are growing. Here is a quick look at a few of these stocks. >>>

Internet Stocks: ZIPR, MOVE, NILE

The tightening of the credit markets has had an impact on consumer behavior not only across the United States, but across the globe as well. Not surprisingly, it has had a more pronounced effect on the purchase of real estate since the housing crisis is what spawned this mess. >>>

Qualcomm Quite Cheap

Yesterday, Qualcomm (Nasdaq: QCOM), which tops my Top 10 Semiconductor Stocks list, reported mixed fourth quarter and fiscal year 2008 results. >>>

Networking Stocks: Cisco, Juniper

It’s been a year since Cisco first warned about a slowdown in US 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 and Juniper in the face of the weak economy. >>>

SaaS: SFSF, Citrix, Omniture, RightNow

There is one tech sector that I feel is relatively recession-proof: Software as a Service (SaaS). My list of top SaaS stocks is available here. SaaS companies help businesses cut costs, which is why they should thrive in this weak economy. Let us review the performance of some SaaS companies that have recently reported results, namely SuccessFactors, RightNow, Omniture and Citrix. As you will see, they continue to be strong, solid growth companies. >>>

Comcast Looks Strong

At a time when most companies are revising down their annual outlook, Comcast (CMCSA) has already met their free cash flow target for the year in just three quarters. >>>

Cheap Chips: TI, Broadcom, STM

There have been some significant developments in the semiconductor industry, especially at Broadcom and Texas Instruments. TI is planning to sell off its baseband arm and Broadcom is the rumored buyer. Broadcom is also buying AMD’s TV chip business. This post will look at the recent earnings results of these companies as well those of STMicro. >>>

Networking Stocks: Akamai, Level 3, Polycom

I recently put together a list of top 10 networking stocks. Akamai, which was featured on this list, reported its results yesterday. In this post I discuss their results and those of two other networking companies on the list that recently reported, Level 3 and Polycom. >>>