Google Renegotiating With MySpace?
TechCrunch writes that Google (GOOG) and News Corp’s (NWS) are in negotiations to expand and perhaps extend their agreement for Google to be sole provider of search services for the huge community site. The…
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Newest first · Page 564Microsoft’s China Problem
Mozilla.org, which makes the Firefox browser that competes with Microsoft’s Internet Explorer, will open a China office in the hopes of fighting Microsoft (MSFT) for share in the world’s second largest internet market. The…
IBM: Tough to Recruit in India
By William Trent, CFA of Stock Market Beat It’s been a while since we first started warning that the biggest problem for Indian IT outsourcing operations would be continuing to find enough employees to…
Google: The Death Of The Internet
At the end of the 1968 film "The Swimmer", Burt Lancaster remarks "Look at that Sun, all the heat’s gone out of it." The Internet is cooling considerably. Mary Meeker of Morgan Stanley remarked…
Analyzing Google (GOOG)
By Yaser Anwar, CSC of Equity Investment Ideas Google reported net revenue growth of 20% in the Q to $2.23B (EPS $3.29, excluding $133 million tax benefits EPS is $3.18), higher than Street estimates…
With AMD Reeling, Intel Shares Look Attractive
By Chad Brand of The Peridot Capitalist Since I already shared my thoughts on Advanced Micro Devices (AMD), it seems logical to take a look at Intel (INTC) as well. I was pretty neutral…
SLAB: Silicon Labs Disappoints Investors
By William Trent, CFA of Stock Market Beat Silicon Laboratories (SLAB), which designs semiconductors used in wireless handsets and other devices, reported earnings this morning that came in below analyst estimates. Guidance was also…
Intel Take AMD Server Share
For the first time in a long time Intel (INTC) picked up a lot of share in the server market, at the expense of AMD. Mercury Research issued its report on Q4 activity of…
Microsoft Turns It Guns On Google
Microsoft (MSFT) has had enough of Google’s (GOOG) success and plans to do something about it. MSFT CEO Steve Ballmer claims that his company is the world’s No.3 seller of online advertising and has…
XRX: Xerox and the Spirit of Honest Debate
By William Trent, CFA of Stock Market Beat In response to our somewhat heated reaction to Xerox’ (XRX) earnings report, a Xerox employee submitted a comment outlining the Xerox perspective. Since the company appears…
AMD, Intel Price War Revisited
By Chad Brand of The Peridot Capitalist I wrote about the battle in the microprocessor market between Advanced Micro Devices (AMD) and market leader Intel (INTC) twice during 2006 (link: semiconductors category archive) and…
Google YouTube To Pay For Play
Late word from the World Economic Forum is that the founder of YouTube has announced that the video sharing site, bought by Google (GOOG), will start to pay some of its contributors for content.…
Intel’s New Chip, A Chance To Mortally Wound AMD
Intel (INTC) has come up with a chip architecture that is a sea change in the way that processors operate. Intel claims that it is the most significant evolution in the way that it…
Unisys Corp. (UIS): How to Spin a Downsize
Submitted by Saul Sterman, CrossProfit.com On Tuesday 1/23/07 , Goldman Sachs downgraded Unisys from hold to sell. We all know that it is indeed rare for GS, or any other Wall Street firm for…
Ebay: Spin Off PayPal
Ebay’s numbers in the latest quarter were good. Very good. The on line auction company even raised its estimates for 2007 for a revenue range of $7.05 billion to $7.3 billion. This means the…