Cisco Fiscal Q1 Earnings Recap
November 5, 2008
Analysts were saying buy Cisco [CSCO: 16.55, -0.63 (-3.67%)] leading up to their earnings release Wednesday, November 5 after the bell. Goldman Sachs, Merrill Lynch, and RBC Capital issued a buy rating on the stock within the last week. Chief Executive John Chambers keeps telling investors that the company plans on achieving the 12 to 17 percent long-term revenue growth. Can the world’s largest maker of networking equipment reach this goal? I certainly think so, even with the hiccups in the near term brought forth by the floundering economy. Read more
5 IT Trends for the Next Twelve Months
October 28, 2008
As investors, it is important to monitor various industries and engage in ahead of the curve idea generation. The IT sector is going to be a very interesting space going forward. This uncertainty has been echoed by CEOs over the past couple weeks as earnings season kicked off and several blue chip IT companies released earnings. The next twelve months are going to be challenging for IT companies as the effects of the credit crunch are yet to be determined in regards to IT spending and it’s effects on both top line and bottom line growth. Read more
Market Woes Don’t Faze Verizon
October 27, 2008
Shares of Verizon [VZ: 28.96, -0.76 (-2.56%)] rose over 10% during today’s trading session reflecting a better than expected earnings over the last quarter with a diluted EPS of $0.59 cents and $0.66 cents in adjusted EPS (non-GAAP), compared with 3Q 2007 diluted EPS of $0.44 cents reported and $0.63 cents adjusted. Even with recessionary fears swirling around the market, Verizon has been able to grow its business with adjusted revenues up 5.4% percent to $24.8 billion, including a 39.6% jump in broadband and video sales. Read more
Apple: Still a good Buy?
October 27, 2008
Apple [AAPL: 90.12, -4.65 (-4.91%)] released earnings after the close on Tuesday, as investors waited to see how the firm would respond to the downturn in the economy, consumer spending and retail sales. To say their numbers were good would be an understatement. They blew away Wall Street’s expectation in basically every category except for the number of Macs sold during Read more
AT&T Q3 Earnings, No Surprises
October 24, 2008
AT&T Inc. [T: 26.18, -1.15 (-4.21%)] reported third quarter earnings before the bell on Wednesday, October 22. Earnings came in at $0.55 per share, up from $0.50 per share a year ago. Excluding one-time expenses and amortization costs, earnings were $0.67 per share. This missed analyst estimate of $0.71 according to Bloomberg. These estimates include losses related to the iPhone. Read more
Fiserv: Attractive Value for an Attractive Price
October 6, 2008
Looking around for a great investing idea in such deteriorating conditions can prove to be difficult… or maybe one has to think in simpler terms. It is important to address the basics of business operations and exploit areas where IT can battle the productivity lost to layoffs. 
The financial sector has seen an increasing amount of layoffs not only in the front office but also in the middle and back office. I would like to point out that one of the first places businesses cut jobs is in Operations and Technology businesses. These functions are non-revenue generating functions and are often seen as excess baggage within corporations during hard times. Fiserv [FISV: 32.86, +0.87 (+2.72%)], seems to provide a great Read more
Cloud Computing, An Investor’s Perspective
September 8, 2008
Cloud computing seems to be the buzz word in IT these days as companies are looking for the next big thing in computing. The IT folks at the leading companies are working hard to roll out these “clouds.” This emerging technology is gaining attention from major research institutions including Carnegie Mellon University. Lets not forget the likes of Google [GOOG: 291.00, -20.46 (-6.57%)], IBM [IBM: 79.74, -3.00 (-3.63%)], and Microsoft [MSFT: 20.30, -0.90 (-4.25%)] who are amongst a large group of corporations investing time and money to mature this unique idea. Read more
Finding Upside with Broadcom
August 31, 2008
“Connecting Everything,” a perfect company slogan for a company which has been doing just that. Broadcom [BRCM: 14.99, -0.95 (-5.96%)], a semiconductor company based in Irvine, CA has had explosive growth recently. Many of their products are regarded as products of the wireless and multi-face future. Their low-cost, high-speed multi functioning “system-on-a-chip” semiconductors and the software that combines voice, video, data, Read more
ADI Earnings Recap
August 19, 2008
Analog Devices Inc [ADI: 19.23, -0.41 (-2.09%)] posted Q3 earnings after the bell with sales of $659 million and an EPS of $0.44, with revenues enjoying a 7% increase from a year ago. Results were just shy of consensus expectations of $658.9 million in sales and an EPS of $0.45. According to Barron’s, EPS comes in at $.047 with the inclusion of discontinued operations. It is frustrating to see them miss earnings by a mere penny, but the stock seems to be okay, down about 3% after hours. Read more
Analog Devices, A Fresh Semiconductor Play
August 14, 2008
A very cyclical industry, semiconductors are the heart of computing,
helping push information processing to new levels. We all know the big names including Intel [INTC: 13.52, -0.41 (-2.94%)], Advanced Micro Devices [AMD: 2.57, -0.39 (-13.18%)] and Texas Instruments [TXN: 16.36, -0.53 (-3.14%)] some of the more visible chip makers. I looked long and hard to find a promising company that could offer solid results and diversify from the more sexy names in IT. Read more
 
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