Late yesterday Sun Microsystems (SUNW-NASDAQ) made an announcement that was a bit lost in the shuffle. The company announced a formation of a Microelectronics group, which will be led by its own Dr. David…
Barron’s is reporting that Pali Research has figured that MySpace (NWS) is bringing in $30 million a month. And, that number could double in a year against very little increase in cost. If so,…
By William Trent, CFA of Stock Market Beat After yesterday’s Agere (AGR) preannouncement, we decided to update our research on semiconductor industry fundamentals. This has been made easier since we received a complimentary trial…
By William Trent, CFA of Stock Market Beat When Silicon Laboratories (SLAB) announced it was selling its handset chip business, we said it left the company with few options. The main one is to…
From Internet Oursider Some traditional content companies finally got their act together and announced a communal video distribution site. So is YouTube toast? No. How is it not toast? Let us count the ways.…
The FCC wants to make sure that broadband wireless, cable, and telecom companies treat all internet users the same. Two of the agency commissioners said "they thought the FCC should act now to take…
The comScore February data, Google (GOOG) gain search share in February, going from 47.5 % of the US market in January to 48.1%. The largest drop was Ask.com (IACI) which went from 5.2% to…
CMGI (CMGI) is trading up 5% pre-market at $1.95, just a hair under the $1.98 recent highs. The reason for the gain is that Barron’s has featured it positively in its online edition; you…
Google (GOOG) is testing an advertising system that is based on “pay-per-action” by consumers. Instead of the advertiser simply paying for each time a consumer clicks on an ad, Google and its partners would…
NAND flash memory chips used in devices including MP3 players have dropped in price by 30% to 40% over the last few months, according to some industry experts. The price cannot, obviously, drop forever.…
From Internet Outsider In a debate at OMMA Hollywood today, I will argue that Google will NOT become "king of all media." Although my esteemed opponents will no doubt come packing heat, it seems…
AMD (AMD) looks inexpensive. Very. It trades for 1.4x revenue. Intel (INTC) trades at 3.1x and Nvidia (NVDA) at 3.6x. And, AMD is down 60% over the last year while Intel is off slightly…
RealNetworks, Inc. worth looking atWith the market doing so well today, let’s take a look at a company that isn’t doing so hot. RealNetworks, Inc. (RNWK) has taken a beating in the last 3…
By William Trent, CFA of Stock Market Beat DRAM prices head for the toilet Those clever folk at Gartner say the price of 512-Mbit DDR2-based chips has tumbled by 44 per cent this year,…
From Chad Brand of Peridot Capitalist Investors need to be careful when they do stock research on portal sites like Yahoo! Finance. If you enter a symbol in these sites you will quickly get…