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Why Is Adobe’s Creative Solutions Business Slowing?

Posted on Wednesday, Sep 17th 2008

Adobe Systems Inc (ADBE), the publishing and design software maker, announced its Q3 results yesterday, beating analysts’ expectations. >>>

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Top 10 Networking Stocks

Posted on Tuesday, Sep 16th 2008

The phenomenal trends of online video through YouTube, video conferencing, and online entertainment are driving the networking industry. Here’s my list of the top 10 networking stocks. >>>

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First Solar’s Growth Story

Posted on Monday, Sep 15th 2008

Amidst the Energy Policy debates, First Solar (FSLR) is another cleantech company worth watching. Founded in 1999 with the mission to provide an economic solution to the need for alternative energy sources, First Solar is now one of the fastest-growing solar module manufacturers in the world. >>>

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Optical Components Overview: Finisar, JDS

Posted on Friday, Sep 12th 2008

On September 8, optical component manufacturer Finisar (FNSR) reported strong first quarter results that beat market expectations. It also reported preliminary fourth quarter results for optical subsystems designer and manufacturer Optium, with which it closed its merger on August 29. >>>

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Top 4 Newspaper Stocks

Posted on Thursday, Sep 11th 2008

To go along with my post on the top 8 media companies, here is a brief analysis of what I see as the top 4 newspaper stocks. As online news gains ground, it is interesting to see how these giants are struggling in adapting their business models to new trends and how they are faring in the current difficult market. >>>

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Samsung And The Consumer Electronics Price War

Posted on Wednesday, Sep 10th 2008

Word is going round that Samsung, a leading NAND manufacturer, is going to take over SanDisk. Due to its low valuation, SanDisk has been the object of acquisition speculation. Last month, there were rumors it was an acquisition target for Seagate. >>>

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Top 8 Media Stocks

Posted on Tuesday, Sep 9th 2008

It’s no secret that times have not been good for the media industry. Most stocks underwent a correction of 10%-40% last year, and current trends are no more promising. But not all players are down and out; here is a quick look at the top eight media stocks that I think are worth watching. There are also opportunities for making money by shorting some of the stocks in the immediate future. >>>

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National Semiconductor Down

Posted on Monday, Sep 8th 2008

National Semiconductor (NYSE: NSM) reported its Q1 fiscal year 2009 results on September 5. In stark contrast to the previous quarter when the company beat analyst estimates and also gave a strong forecast, Q1 results were below expectations. >>>

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When Does Yahoo! Change CEO?

Posted on Friday, Sep 5th 2008

Ever since the Microsoft deal fell through, Yahoo! has been in a free fall mode. The stock got battered and hit a new 52-week low yesterday of $17.75. Shareholders have received a callous treatment in the hands of the Board and Management, and now Carl Icahn and his buddies have stepped in to make things better. Well, things seem to be getting much worse before any signs of “better” comes along. >>>

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TiVo Has Threats Ahead

Posted on Wednesday, Sep 3rd 2008

On August 27, TiVo Inc. (Nasdaq: TIVO), the pioneer in television services for digital video recorders (DVRs), reported Q2 results that beat its own guidance and Street earnings estimates. Q2 revenue was down 5.3% to $53.5 million. Net income was $2.9 million or $0.03 per share, versus net loss of $17.7 million last year and guidance of net loss of $2 to $4 million. The Street had expected a loss of $0.02 per share on revenue of $55.35 million. >>>

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