Yahoo! Resurrection
Yahoo!’s (YHOO) stock is up 20% since the first of the year. Google’s (GOOG) is flat. Online auction company Ebay (EBAY) has seen its share rise over 10%. The stock of Baidu (BIDU), China’s…
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Newest first · Page 562China’s Largest Internet Companies Remain Tiny: Baidu
Baidu (BIDU) released its fourth quarter earnings. Revenue rose 136% to $34.8 million. Net income rose to $15.7 million. According to China Internet Network Information Center, Baidu has 62% of China’s search market. Google…
Ciena: Multiple Upgrades (CIEN)
As The Wall Street Journal pointed out today, being in the optical capacity business these days does not get any better. Video and data needs are driving demand for upgraded infrastructure through the roof.…
Nvidia’s Bad News (NVDA)
Nvidia (NVDA) had a hell of a quarter. Then the CFO said revenue would decline quarter-over-last-quarter. For the quarter ending in January, both earnings and revenue rose. The topline hit $879 million up from…
Has Sony Won The HD DVD War?
Engadget reports that Sony (SNE) is declaring victory in the war between the new Blu-Ray and HD DVD. Sony claims that disk sales for its Blu-Ray platform were 2-to-1 better than the competing format.…
AMAT: Applied Materials is Trying to Get Us Drunk
By William Trent, CFA of Stock Market Beat Given that our birthday is coming up, we probably deserve a shot or two of fine anejo tequila. Mike Splinter, CEO of Applied Materials, appears ready…
Is Yahoo! Music Management Departure A Sign Of Focus?
The two executive who lead Yahoo! Music have left the building. For good. According to ValleyWag. Wall St. has been concerned for some time that Yahoo! is in too many businesses. The music download…
SNE: Sony Wakes Up, Smells What’s Brewing for Semiconductors
By William Trent, CFA of Stock Market Beat Speaking of semiconductor overcapacity, it seems at least one major consumer electronics firm is starting to get the picture. Sony to Reduce Semiconductor Investments: Financial News…
Will Texas Instuments Low Cost Chips Chip Margins?
TI (TXN) and Infineon (IFX) are both chasing the super-low priced cellphone chip market. The TI versions are called LoCosto. That is actually the name. No one is putting you on. These chips sell…
Business Websites January 2007, CNN Money And Forbes Lose Ground
Total Unique Visitors (000) *Total Unique Visitors (000)Total Unique Visitors (000) 1 Jan-06 Jan-07 % Change Total Internet : Total Audience (US) 170,797 175,559 3 Finance – News/Research 42,322 49,569 17 1 MSN Money…
TSM: We Agree With TSMC Founder on Semi Industry
By William Trent, CFA of Stock Market Beat We’ve pointed out the difficulties facing the semiconductor industry many times. One of our points has been that the industry growth rate has slowed dramatically, and…
Blue Nile Gets Trader Scrutiny After Earnings
Blue Nile (NILE-NASDAQ) is taking a bit of a haircut in after-hours trading because of its earnings report. It posted $0.35 EPS and $90.7 million revenues, compared to $0.31 and almost $92 million in…
Semiconductor Oversupply: You Ain’t Seen Nuttin Yet!
By William Trent, CFA of Stock Market Beat At Stock Market Beat we have been talking about a looming semiconductor glut for the better part of a year. Although there are now admissions that…
TechCrunch Rains On “Next Google”
A lot of media attention has been paid to Poweset’s "natural language search" as a potential competitor to Google. The biggest problem for Powerset would appear to be that it comes to the game…
AMD’s Quad Core Already Outdone by Intel
Chip processing power is almost becoming as viral as web video. You and I are the winners, but at what point would the manufacturers actually start to benefit? AMD (AMD-NYSE) has unveiled architectural features…