Chips and Handsets: QCOM, NOK, Infineon

Qualcomm last week reported its second quarter results. Earlier coverage is available here and here. Vijay Nagarajan’s extensive coverage is available here in which he looks at its numerous legal battles with Broadcom and also Nokia. >>>

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Microsoft Stretched in Multiple Directions

Microsoft (MSFT) announced their Q3 results yesterday. While their revenue for the quarter of $14.5 billion met market expectations, their EPS of $0.47 exceeded the street’s views of $0.45. The revenue for the quarter reported an increase of 14% over the previous year while the EPS reduced by 6% from $0.50 in the previous year Q3. >>>

Yahoo Dithers On

Is Ballmer really threatening to pull back from the Yahoo deal? Of course not. Nonetheless, the media has to play along with this charade, knowing fully well that Yahoo’s destiny was sealed the day Microsoft made the first advance. >>>

Convergence Device Chip Makers Battle

Guest author Vijay Nagarajan recently completed his deep dive analysis on Texas Instruments (TI) (NYSE: TXN). My earlier posts are available here and here. >>>

IBM Looks Solid

IBM on April 17 reported a strong first quarter that beat all estimates. Revenue was $24.5 billion, up 11% y-o-y and down 15% sequentially and diluted EPS was $1.65 per share, up 36% y-o-y and down 41% sequentially. Analyst estimates were a profit of $1.45 a share on revenue of $23.7 billion. It bought back shares worth $2.7 billion in the quarter. >>>

Google Strong, But Microsoft Pays Attention to Verticals

Google (GOOG) reported their Q1 numbers yesterday exceeding all market expectations. Q1 revenues were $5.2 billion with EPS of $4.84 compared to the street’s views of $5.1 billion with EPS of $4.52. The revenue reported a 42% increase over Q1 revenues of the previous year. >>>

Intel Bullish

With Intel reporting a healthy Q1 that met analyst estimates, the market breathed a sigh of relief. Earlier coverage is available here (effect of the iPhone) and here (multi-core trends). >>>

Where is Infosys’ Wave 3 Strategy?

Infosys (INFY) announced their Q4 results yesterday. For the quarter, they met analyst expectations with revenues of $1.14 billion and EPS of $0.54. Their revenues reported a 32.3% increase over Q4 previous year, while EPS grew by 20% over the period. Their revenue for the year reached $4.18 billion. For the first time ever, their net profits for the year crossed $1 billion. >>>

Why is Salesforce.com’s S&M Expense so High?

And it is finally official that Salesforce.com is integrating Google Apps into its CRM applications to provide the first cloud computing suite for enterprises. Called Salesforce for Google Apps, it leverages the Force.com Platform and Google’s open APIs. Sridhar Vembu, CEO of Adventnet, whose company also competes with both Salesforce.com and Google with productivity suite Zoho, yesterday wrote a scathing review of this move where he challenged Salesforce.com’s financials, particularly its heavy sales and marketing expenditure. Let’s take a look. >>>

Micron’s Challenges

In an earlier post, I had looked at Micron’s prospects with the iPhone design win for its imaging chip. And just last month, Micron launched a separate division for its CMOS imaging business, Aptina Imaging that will provide it with more manufacturing flexibility. It also launched a new 9MP image sensor. >>>