Netflix Still Needs Internet VOD
NetFlix (NFLX) has already announced that it will make movies available over the internet, for free. As long as you are a subscriber to the company’s DVD-by-mail core business. The video rental company’s revenue…
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By William Trent, CFA of Stock Market Beat When it comes to running semiconductor companies, we’re nothing but armchair quarterbacks. But sometimes armchair quarterbacks, with the benefit of a high-def TV and the ability…
China Will Be King Of The Internet: GOOG, AOL, MSN, YHOO
China’s number of internet users should pass the US figure in about two years. The country’s internet population rose over 23% last year to 137 million people according to the China Internet Network Information…
Could Google Drop To $350?
Well, the answer is "yes" and it might not take much for the search giant to drop back to its March 2006 levels. Wall St. has hardly given the company a vote of confidence…
KKR’s Bad Bet On Sun Micro
KKR is putting $700 million into Sun Micro (SUNW) in the form of convertibles with a strike price of $7.21. Sun’s stock is now just above $6. But: A) Sun is not growing very…
Yahoo!’s Forecast Makes No Sense
Yahoo! said that fourth quarter revenue excluding traffic acquisition cost was $1.228 billion. Wall St. expected a little least. No surprises here. Yahoo!’s new ad search systems will be out ahead of schedule, on…
Is AMD Prepared For More Suffering?
AMD (AMD) is now in a cycle that is likely to continue its lower margins, perhaps for some time. At $1.77 billion, its revenue came in ahead of Wall St. forecasts. But, margins dropped…
Yahoo! Report Tonight Likely Won’t Overly Impress
By Chad Brand of The Peridot Capitalist Ever since I suggested a long Google (GOOG), short Yahoo! (YHOO) paired trade here back in July of 2006, it’s been very interesting to compare the earnings…
Cramer Not Bearish on Tech, For a Few Days Anyway
Cramer on his video from TheStreet.com this morning titled “Forget the Fundamentals” actually noted that tech could rally a few days on the back of Texas Instruments (TXN) finally getting their bad news out…
Yahoo!, Amazon, Ebay: They Died With Their Boots On
The market is anxiously awaiting earnings from the old-line internet companies to see if their place in the internet world is slipping further or whether their businesses are stable and growing again. Yahoo! (YHOO)…
Market Yawns At Sun Deal With Intel
Sun Microsystems (SUNW) picked Intel (INTC) to supply chips for its servers after years of an exclusive relationship with Intel rival AMD (AMD). Intel is even going to use its engineers to make Sun’s…
SLAB: Silicon Labs Wants to Put Radios Everywhere
By William Trent, CFA of Stock Market Beat As a small-cap semiconductor company, Silicon Labs must rely on innovation to drive growth and stand out from the crowd. To do so, Silicon Labs relies…
PLT: Plantronics Can’t Pull a Quick(silver) One On Investors
By William Trent, CFA of Stock Market Beat Unfortunately we didn’t reverse our bullish position when we noticed the odd Oracle/Plantronics lovefest. It nailed Oracle’s (ORCL) miss, and we should have sold Plantronics (PLT)…
TXN: The Exhilerating Liberation of Low Expectations
By William Trent, CFA of Stock Market Beat In education, low expectations has been labeled a “soft tyranny.” In investing, they can be something else altogether. As Notablecalls noted yesterday on SeekingAlpha: Notablecalls: Looks…
TI, It’s OK
The fourth quarter results for Texas Instruments (TXN) were just fine. Revenue was up 4% compared to the same quarter last year, hitting $3.46 billion. Wall St. may concentrate on the drop from Q3,…