Marvell Still Has Operational Challenges

On August 28, chipmaker Marvell Technology Group Ltd. (NASDAQ: MRVL), reported strong Q2 results that beat estimates. However, its weak revenue forecast disappointed the market and led to a fall in the share price. Marvell’s chips are used in the 3G iPhone as well as the BlackBerry. Marvell is also on my list of Top 10 Semiconductor Stocks. >>>

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Dell Targets India

Dell and rival HP continue to jockey over market share. As per market intelligence firm IDC, Dell increased its market share from 15.5% last quarter to 16.4% versus HP’s 18.9%. It has grown 21.4% y-o-y compared with the industry growth rate of 15.3%. But this growth has apparently come at the cost of profit: yesterday Dell reported a 17% drop in Q2 profit to $616 million or $0.31 per share. It also missed earnings estimates. >>>

Intuit Poised

On August 21, Intuit (Nasdaq: INTU) reported fiscal year 2008 and fourth quarter earnings that beat Street estimates. Q4 revenue grew 11% to $478 million, beating the Street estimate of $470 million. >>>

Top 12 Consumer Internet Stocks

My thesis on Web 3.0 is based on the verticalization of the web around specific Contexts. Here is a top 12 list of Consumer Internet stocks, some of which, to varying degrees, understand how to create a business around a vertical context. >>>

Newspaper Stocks: NYTimes, Gannett, McClatchy

US newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main source of their revenues – vertical classifieds – have steadily been moving online. Their response should be to invest in and acquire online verticals, which has happened to some extent. Not enough, though. The latest quarterly results of three companies, The New York Times, Gannett, and McClatchy, thus, were representative of the bloodbath their stocks have been experiencing. >>>

Still Bullish On Salesforce.com

Despite crossing the $1 billion annual revenue milestone, Salesforce.com’s shares plunged amidst concerns about its “slow growth” and lower-than-expected deferred revenue and guidance. >>>

EDA Industry Roundup

Mentor Graphics (MENT), has had a roller coaster second quarter. Cadence made a hostile takeover bid for Mentor in June of this year, only to revoke it last week. Mentor’s stock slipped 20% after the end of bidding to $10.33. >>>

True Blue Chips: HP and IBM

In my last post on HP, I looked at how its acquisition of technology services firm EDS could place it in a challenger position behind IBM. In this post, we will look at both companies’ recent performances. >>>

Consumer Internet Roundup: WebMD, Blue Nile

Continuing my coverage of consumer internet companies and how they are adapting their business strategies to Web 3.0, here is an analysis of two very different players, WebMD (WBMD) and Blue Nile (NILE), who recently announced their results. >>>

Acquisitions Coming From Seagate?

Seagate is facing difficult times. Will it tackle the situation via acquisitions? Let’s take a look. >>>