By William Trent, CFA of Stock Market Beat According to a recent Forbes.com article, five Chip Stocks are Cheap Relative To Growth. The stocks of these companies are still reasonably priced relative to expectations…
By William Trent, CFA of Stock Market Beat Apparently it doesn’t take much to get Analog Devices (ADI) investors excited. Which is good, seeing as how they didn’t deliver very much in terms of…
Comscore came out with its monthly search engine rankings and Google (GOOG) cemented it place as a huge front-runner again. From December, the big search company moved up in share .2% to 47.5% of…
By William Trent, CFA of Stock Market Beat We have been warning repeatedly that semiconductor makers were ordering too much equipment, a recipe for a capacity glut that is now taking hold, according to…
From Internet Outsider eBay has now owned Skype for more than four full quarters. How’s that little $4 billion flyer doing? Answer: Pretty well, actually. Not amazing, not terrible. Pretty well. eBay doesn’t release…
By William Trent, CFA of Stock Market Beat Just a few short months ago it seemed that Advanced Micro Devices (AMD) was going to steal Intel’s (INTC) lunch money. Now that Intel has beaten…
From Internet Outsider Perhaps Viacom had an ace up its sleeve after all. When the company stormed out of negotiations with Google a few weeks ago and demanded that YouTube remove all its clips,…
By William Trent, CFA of Stock Market Beat Now that we’re finally being proven correct in our semiconductor oversupply thesis, it is fair to start wondering when we will close out the trade, metaphorically…
Sandisk traded below $38.50 after hours on Friday, very close to its 52-week low. The company has traded as high as $66.20 in the last year. The company is firing 10% of its workforce,…
Yahoo! (YHOO) may not be buying large internet properties, but it could be creating its own competitors to them. TechCrunch says that Yahoo!’s new Suggestion Board section where users can comment on Yahoo! features…
Comscore figures for January still show Yahoo! (YHOO) with a comfortable lead over Google (GOOG) with unique visitors of 129.2 million during the month. Google had 113.4 million. Yahoo!’s US revenue for 2006 was…
By William Trent, CFA of Stock Market Beat Although it is a member of the Stock Market Beat Small Cap Watch List and Mid Cap Watch List, computer wholesaler Ingram Micro is the world’s…
From The Stock Masters Baidu.com (BIDU) starting the day off with three downgrades from UBS, Citigroup, and Brean Murray. If you haven’t heard Baidu.com is the equivalent of Google.com in China, as explained the…
Based on the Comscore January traffic numbers that followed unique visitors to web properties, NBC Universal has a long way to go to catch most of its competition. No one would think that the…
Vonage (VG) reported fourth quarter revenue that rose 91% to $181 million. The company’s net loss fell slightly to $65 million. Not great, but better than a satellite radio company. For the full year…