The News For Dell Keeps Getting Worse
Hewlett-Packard (HPQ) widened its global PC sales lead over Dell (DELL), again. HP’s PC shipments in Q4 increased by 24% over the same period last year. Its worldwide market share now stands at 17.1%…
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Google (GOOG) CheckOut does not seem to have taken much business from Ebay’s (EBAY) PayPal. At least not according to a look at the Ebay 10-Q. But, Google, always one to pull out all…
New Search Engine Could Take Share
The latest search engine, WikiSeek, may actually have a chance to take some small amount of share from Google, Yahoo!, Microsoft, AOL, and Ask.com. The product searches data from the gigantic Wikipedia database. Wikipediea…
Yahoo! Finance Beats The Competition (YHOO)(TWX)(MSFT)(RTRSY)(DJ)(TSCM)(NYT)
Yahoo Finance kept its hure lead in pageviews compared to competion. December numbers from NetRatings show the financial section of the Yahoo! portal with over 606 million pageviews. The next largest site was MSN…
Intel Earnings What We’ve Been Expecting
By William Trent, CFA of Stock Market Beat Intel (INTC) shares dropped after market hours when the company reported strong revenue but weak margins, and guided for more of the same. Intel profit drops…
Yahoo! Leads All Web Properties, PhotoBucket IPO Dreams
During December, Yahoo! (YHOO) had 131.4 million unique visitor in the US. The Time Warner (TWX)Network finished second with 121 million unique followed by Microsoft (MSFT) at 116.5 million and Google (GOOG) at 112.8…
Holida E-Commerce Is Great, Except For PCs
Holiday e-commerce spending rose 26% over 2005. Online luxury goods sales went wild.Traffic to the website for luxury retailer Coach (COH) rose 25%. Watch company Fossil had a 56% increase in traffic. In the…
The Great Cisco Debate
The Associated Press recently went to great lengths to describe all of the reasons that Cisco (CSCO) would do well in the coming quarters. Increased traffic over the internet due to video and VoIP…
The Case For PC Subscriptions For Movies
NetFlix (NFLX) will begin to stream movies and TV shows to customers as part of their DVD rental service. The market’s concern is that the space is getting crowded with companies like Amazon (AMZN),…
Microsoft And Ask.com Go Searching For Users
The rich get richer. According to Comscore, December online search query volume rose 30% from a year earlier. Google (GOOG) and Yahoo! (YHOO) picked up tiny bits of share. A few tenths of a…
Google’s Headache: Why YouTube Can’t Make Money
One of the criticisms of Google (GOOG) is that it still gets 99.99% of it revenue from text advertising using its search technology. Google spreadsheets, Google finance, Google earth, Google this, Google that. None…
The NYSE Sucker Punches Web Portals
Be careful what you ask for. You might get it. Major web portals like Google (GOOG) and Yahoo! (YHOO) have been aggitating to get the exchanges to part with realtime data for their financial…
iPhone Or No, Jobs Faces The Music
The Feds are not done with Steve Jobs. Someone on the West Coast could become the next Rudy Giuliani or Elliott Spitzer. The SEC and US Attorney are seeking to question two former Apple…
The Bragging Is Over At AMD
Advanced Micro Devices has spent much of the last year and a half boasting about how it has kicked Intel around the block in the server and PC businesses. Wins at Dell (DELL) and…
Excess chip inventory keeps growing
By William Trent, CFA of Stock Market Beat Excess chip inventory keeps growing, says iSuppli Surplus semiconductor inventories in the global electronics supply chain rose again in the fourth quarter of 2006, meaning that…