Networking Roundup: Foundry, Nortel, Alcatel

I had earlier discussed in my Online Video Beneficiaries series consolidation among the networking dwarfs so that they can be stronger competition for Cisco. >>>

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Internet Stock Roundup: SFLY, MNST, NFLX

This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly and Monster are facing an economic slowdown environment. Netflix may actually be benefiting from the slowdown since people tend to stay at home during recessions, and not eat out, go to the movies, or spend gas money to drive around. >>>

Networking Sector: F5, Juniper, Akamai

I have written extensively on Cisco and other networking companies as part of the Online Video Beneficiaries Series in which I suggested that smaller networking players will consolidate to take it on. The core businesses of Cisco’s biggest rival, Juniper, are going strong. F5 is also taking small steps in fighting Cisco in its niche of application delivery networking. >>>

Disney Has Fertile Acquisition Grounds Ahead

The Walt Disney Company (DIS), the entertainment major, announced Q3 results yesterday, reporting a 9% rise in net income for the quarter. >>>

3G iPhone and Verizon, AT&T Earnings

With the cheaper and faster 3G iPhone selling 1 million in the first weekend, you would think Verizon must be worried. But yesterday in its earnings call, it said the iPhone effect is minimal, if not positive. >>>

iPhone Bounties for Qualcomm, Infineon

Infineon figured at the top of my recent list of 3G iPhone’s Top 5 Component Beneficiaries. It is a major beneficiary with four wins: the digital baseband processor, a UMTS transceiver, a power management chip and a GPS chip. But there is a bigger beneficiary without a single design win in the 3G iPhone: Qualcomm. And the recent settlement with Nokia puts Qualcomm in an even better position. >>>

Cadence Comes Tumbling After

Cadence announced rather unimpressive Q2 results yesterday. Revenues of $329 million were higher than the market’s expectations and grew 15% sequentially but recorded a 16% year-on-year decrease. >>>

Buying Opportunity with VMWare

VMware (VMW) is facing troubled times. With the recent announcement of Microsoft entering the hypervisor (virtual machine monitor) business, the management change of CEO Diane Greene getting fired and management having to revise down guidance, the stock has hit quite a turbulent patch. >>>

3G iPhone Effect on TI, Broadcom and ST

I recently listed the top 5 component beneficiaries of the 3G iPhone (minus Qualcomm, which is coming). In this post, I cover how Texas Instruments (TI), STMicro (STM), and Broadcom (BRCM) benefit from the 3G iPhone. I also discuss their recent earnings reports. >>>

Apple’s Uncharacteristically Sloppy Execution

Apple (AAPL) reported a strong Q3 yesterday that again topped analyst estimates, but its forecast missed estimates. Along with activation and other service issues for the new 3G iPhone and concerns over Steve Jobs’ health, the weak forecast has led to shares falling 11% in after-hours trading to about $149. This is the first time Apple has looked sloppy. >>>