Wall Street Journal Cover Story: One Year Later
By Chad Brand of Peridot Capitalist Many of you may recall that I was featured on the front page of the Wall Street Journal last year for a story discussing the investment merits of…
Technology
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Newest first · Page 560The Steady Drum Beat: Microsoft Should Buy Yahoo!
Analysts regularly suggest that Microsoft (MSFT) should buy Yahoo! (YHOO) to help the big software company’s flagging internet fortunes. The latest advice on the matter comes from UBS where the Internet analysts clearly don’t…
MRVL: Marvell Technology Investors Believe No News is Good News
By William Trent, CFA of Stock Market Beat If ever there was an earnings report to prove the “no news is good news” thesis it Marvell Technology Group Ltd. (MRVL) Reports Preliminary Revenue for…
Advanced Micro Devices From The Stock Masters
Advanced Micro Devices (AMD) is trading up +.81 or 6% today on LBO rumors. If you’re in a gambling mood today like Chris "Jesus" Ferguson, check out the July ’07 $17.50 calls, trading for…
CMGI’s Great Quarter Tarnished By Loss of H-P Business
CMGI INC. (CMGI-NASDAQ) Earnings Highlights: For the second quarter, CMGI reported net income of $35.9 million or $0.07 diluted earnings per share. CMGI currently expects revenues of approximately $1.10 billion in fiscal 2007. With…
Brocade Number Bless Rally
Brocade (BRCD) came in with results ahead of Wall St. expectations. Revenue in the last quarter rose 32% to $224 million. Net income hit $33 millon. The company has made two acquisition lately: McData…
Marvell Revenue Revival
Marvell (MRVL) still can’t report full results due to the unresolved issues it has with options backdating. But revenue rose 27% to $622 million for the fiscal quarter ending January 27. Perhaps more important,…
CMGI Active Ahead of Earnings
As a reminder, CMGI Inc. (CMGI-NASDAQ) is set to report earnings after the close today. There are no bulge-bracket firms covering it so we won’t even try to fathom a guess as to whether…
comScore Data Helps Yahoo! Holders (YHOO)
Yahoo! (YHOO-NASDAQ) shares are up 2% at $32.80 this morning because independent comScore has released the results of a study on Project Panama. comScore analyzed the changes in Yahoo!’s (YHOO-NASDAQ) click-through rates for sponsored…
Finally, A Competitor For Google And Yahoo!
Most investors assume that competition for Yahoo! (YHOO) and Google (GOOG) will come in the search sector. But, maybe not. The other critical portion of the search business is the sale of contextual advertising,…
Companies That Management Can’t Fix: AMD
There are certain companies that probably cannot be turned around no matter who runs them. They tend to be in industries where macro-economic trends are against them, like the buggy whip business 150 years…
HouseValues Inc. (SOLD)
From The Stock Masters HouseValues Inc. (SOLD) is down 6% today, trading at $5.50 a share just 50 cents above it’s 52-week high. Bargain shopping America? Think again, yesterday they posted a net loss…
Memo To CareerBuild Board: Fire Your CEO
CareerBuilder.com is one of the world’s largest online job sites. It is owned by The Tribune Company (TRB), McClatchy (MNI), and Gannett (GCI). Yesterday, the company fired its advertising agency, Cramer-Krasselt, apparently because the…
Hewlett-Packard Shows A Weakness
Gartner, the research group, put out its annual report on server share worldwide. Hewlett-Packard (HPQ) was No.2 in worldwide market share, but its sales fell 2.3% to $14.2 billion. Leader IBM (IBM) had an…
End Demand for Semiconductors
By William Tretn, CFA of Stock Market Beat A comment on a recent post ignited an important debate. Important enough, we felt, to expand upon our thoughts in a full post. reinharden Says:Your premise…