Monthly Archives: February 2007

Confidence Building at Kodak Eastman Kodak (EK) will be hosting its annual meeting with the investment community on Thursday in New York. It would be a good idea to listen to or attend this meeting. It appears the turnaround is … Continue reading →

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Making Money In Solar Power SunPower (SPWR), the Cypress Semiconductor founded company, has performed well since going public. The stock has moved up to $43, increasing from the mid-20s when it initially started trading. SunPower makes solar electric power products … Continue reading →

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Interesting Technology Data Points Barron’s interviewed Michael Cahill, portfolio manager of Chilton Investment, on the outlook for tech stocks. Cahill made some interesting points: From 2004 to 2006, the Nasdaq has been the single worst performing major index. The Nasdaq … Continue reading →

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The Big Internet Companies Are Here To Stay If one theme came out of this earnings season it is the big Internet players are for real and they are here to stay. eBay (EBAY), Amazon (AMZN) and Google (GOOG) all … Continue reading →

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A Real Business Model Might Be Evolving For those who have not looked at Amazon (AMZN) for a while, here are some interesting stats. Revenue: 2007 – $13.0B to $13.7B (estimated) 2006 – $10.7B 2005 – $8.5B 2004 – $6.9B … Continue reading →

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Michael Dell Back In Charge; Do Not Chase Stock Yet Michael Dell finally decided to step back into an operating role at Dell (DELL). This follows a tough period for Kevin Rollins and Jim Schneider, both of whom had a … Continue reading →

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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 →

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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 →

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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 →

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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 →

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