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Sun: Growth Plans In China, Like Everyone Else

Sun Microsystems (JAVA) thinks China will be the hot country in Asia over the next few years. Like almost every other US company, it believes it can double sales in the huge nation. With…

Douglas A. McIntyre · 19 years ago

Is AMD Falling Further Behind Intel?

Intel (INTC) introduced several new products today. According to The Associated Press "the company’s next cycle of microprocessors, code-named Penryn, will begin shipping Nov. 12." These chips have a 20% improvement in performance coupled…

Douglas A. McIntyre · 19 years ago

AMD Wants Better PC Performance

AMD (AMD) thinks that there is a gap between dual-core chips that run on most PCs and the newer quad-core superchips that the company and its rival Intel (INTC) build for high-end servers. PC…

Douglas A. McIntyre · 19 years ago

New York Times Online Exits Paid Content

The New York Times (NYT) killed its online paid content section–Times Select. The service has 227,000 subscribers and brought in about $10 million a year, at a company that has well over $3 billion…

Douglas A. McIntyre · 19 years ago

Is Baidu’s Biggest Competitor In China? (BIDU)

According to MarketWatch, Chinese news portal, Sina (SINA), plans to launch an advertising program with bloggers who post content on its site. "Sina’s move to monetize its massive blog page view inventory (more than…

Douglas A. McIntyre · 19 years ago

Yahoo!’s New Business Plan

The best business plan for Yahoo! (YHOO), the one probably most likely to succeed, does not come from CEO Jerry Yang and his new management team. Widely regards Bernstein Research suggested late last week…

Douglas A. McIntyre · 19 years ago

Advantage To Intel, Again

AMD (AMD) can’t get a break on the launch of its new quad-core chip, the Barcelona. The day of its release, Intel (INTC) upped its revenue forecast for the quarter, overshadowing the AMD announcment.…

Douglas A. McIntyre · 19 years ago

Online Video: Game, Set, Match To Google

The July data on video viewing on the internet just out from comScore should make investors wonder why any company other than Google (GOOG) is in the online video business. Google has a 27%…

Douglas A. McIntyre · 19 years ago

Yahoo! Moves Further Into A Bad Business

Yahoo! (YHOO) got the deal to sell display ads for big UK social network Bebo. The site has 11.6 million unique visitors in the two geographic areas that Yahoo! will take on–the UK and…

Douglas A. McIntyre · 19 years ago

AMD Claws Back

AMD (AMD) did the unexpected. It added market share during Q2. AMD gained 2.5 percentage points of the worldwide microprocessor market last quarter, iSuppli Corp told Reuters. AMD’s gain, made amid declines in average…

Douglas A. McIntyre · 19 years ago

Yahoo! Will Be Hurt By Online Ad Trend

Barron’s looks at research from Pacific Crest showing that online ad revenue growth will slow to 25% in Q3. The figure includes both search text ads and display. The firm’s previous forecast was 30%…

Douglas A. McIntyre · 19 years ago

Yahoo (YHOO) Traffic Grinds to Halt: Fat Lady Singing?

From Silicon Alley Insider JMP Securities analyst William Morrison takes a detailed look at Comscore’s global traffic trends for the year through July.  He writes an excellent macro piece, with several important findings.  We’ll…

Douglas A. McIntyre · 19 years ago