Sina’s Blog Empire (SINA)
Sina’s blog section is now larger than its news channel which previously was the top destination at the big Chines website. Or, so says Susquehanna Research. The growth of the traffic channel may well…
Technology
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Newest first · Page 566TXN: What is TI Smoking To See 20 pct Handset Unit Growth? (TXN)
By William Trent, CFA of Stock Market Beat TI sees 2007 global cellphone unit sales up 20 pct | Technology | Technology | Reuters.co.uk Global sales of mobile phones are expected to grow to…
Sun Rises, Intel Turns The Tables On AMD
Sun Microsystems (SUNW) is planning to use Intel (INTC) chips in its servers. As if things were not already bad enough for AMD (AMD), which is Sun’s exclusive provider now. How times change. For…
What Happened To PayPal’s Traffic?
Maybe it is a coincidence. Google recently started to offer a $10 credit to e-commerce customers who use its CheckOut product. For a few days Google (GOOG) even highlighted the offer for its PayPal…
Are Broadcom and Marvell Better Off Together?
Broadcom’s (BRCM) stock dropped some when analysts speculated that it might not make components for the Apple iPhone (AAPL). Another tech company, Marvell Technology (MRVL) went up on rumors that it would supply parts.…
Google Plays Video Games
It appears that Google (GOOG) will be buying AdScape Media which delivers ads so that they can be viewed within video games. Google has already announced plans for brokering ads into newspapers and radio…
Yahoo! Finance Tries To Widen Its Lead
Yahoo! (YHOO) is already the leader in financial website visitors and has a massive lead in page views with 606 million in December, more than double the next site, MSN Money (MSFT) at 274…
Sandisk On Sony-Ericsson Coattails
Sandisk (SNDK) provides a lot of the guts for Sony-Ericsson (SNE)(ERIC) phones. And, Sony-Ericsson seems unstoppable in the handset market. Its net profit tripled in Q4. Most of Sony-Ericsson’s strength is in the music…
Analyzing IBM
By Yaser Anwar, CSC of Equity Investment Advisors IBM posted revenues of $26.3 billion beating The Street’s $25.7 billion. IBM’s results benefited from an improvement in margins, enabled by cost cutting and the better…
Dell pays for strategy change – 18 Jan 2007 – IT Week
By William Trent, CFA of Stock Market Beat Just yesterday we reiterated our concern that the prices for PCs have gotten so low that DELL’s world-famous direct selling model is no longer the most…
SMH: Semi Equipment Orders Up – A Turn for the Worse
By Willaim Trent, CFA of Stock Market Beat Semiconductor stocks, as reflected by the Semiconductor HOLDRS (SMH) ETF, were down nearly 4% yesterday following disappointing news from equipment maker LAM Research (LRCX). As we…
Is Amazon’s Luck Running Out?
Surveys of online e-commerce have started to come in. Sales appear to have been up about 25% for the holiday season, but their were areas of weakness including PCs, books, and music. Luxury goods…
Google Needs To Shed Some Businesses
Google (GOOG) began offering $10 to customers who sign up for its Checkout service, a competitor to Ebay’s (EBAY) PayPal. Paying to get customers seems like a bad sign, but, who knows? Google does…
LRCX: Lam Research Further Validates Our Thesis
By William Trent, CFA of Stock Market Beat Our readers know we have been anticipating a down cycle in semiconductors for some time. In fact, last June we wrote: After denial comes anger. We…
DELL, HPQ: PC Industry on a Treadmill
By William Trent, CFA of Stock Market Beat In May, 2006 we noted that things were tough in the PC industry, with the HP/DELL/Lenovo troika competing heavily for market share at the expense of…