Category Archives: Uncategorized

Spectacular Results Any Way You Look At It 47% market share of search business, Google continues to grow share 67% growth in revenue Earned over $1 billion in net income for the quarter—A Big Number Google’s strategy of letting users … Continue reading →

Follow

New Product Launch Will Re-accelerate Growth Microsoft (MSFT) reported revenue growth of 6% , but if you include the big jump in deferred revenue, revenue increased 20%, according to the company. Bookings growth was also up over 20%. Microsoft will … Continue reading →

Follow

SAP’s Weak Results Point To Oracle’s Success SAP AG (SAP), which warned earlier in the month, made comments in yesterday’s Q4 earnings conference call point to Larry Ellison’s prognostication of SAP’s demise being more and more correct. Back in September, … Continue reading →

Follow

The Power Of 3 Is Powerful The “Power of 3” is what Meg Whitman calls eBay’s (EBAY) 3 primary businesses — marketplaces, payments and communications. Any way you slice it, the Power of 3 is working. For 2006, $6 billion … Continue reading →

Follow

Sun’s Results solid, but KKR Convert Raises Questions Sun (SUNW) reported a solid 7% increase in revenue for its second quarter, citing good demand for its SPARC chip multithreading (CMT) servers and x64-based servers as well as the increased acceptance … Continue reading →

Follow

Worth Chipping Away At: Good Risk-Reward Bet Buying Yahoo’s (YHOO) stock is a bet on Project Panama, its new advertising platform. If it succeeds, the stock goes up. If it fails, Terry Semel gets fired and the stock goes up. … Continue reading →

Follow

Weak Results at TI; Waiting For New Product Ramp The handset market is maturing and Texas Instruments (TXN) results clearly showed this: 5% decline in semiconductor sales sequentially Wireless was the primary reason for the weakness, declining 10% sequentially. Handset … Continue reading →

Follow

Lyondell’s Got it All: Earnings, Cash Flow and a Huge Refinery Lyondell Chemical (LYO) was mentioned twice as a stock to buy in this past weekend’s Barron’s roundtable, recommended by both Archie MacAllaster and John Neff. At $25, the stock … Continue reading →

Follow

Dollar Weakness Is Not Necessarily Bad Bill Gross, of Pimco fame, joined the chorus of Warren Buffett and others saying the U.S. dollar is “doomed.” Gross made these comments in this weekend’s Barron’s Roundtable. Gross repeats the same comments as … Continue reading →

Follow

Start Looking At Select Commodity Stocks TheFly blogged to avoid commodity stocks back in the spring. Our timing was quite good. However, a lot of these stocks have corrected significantly and they are beginning to represent good value. Pioneer Natural … Continue reading →

Follow