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Sramana Mitra, Sramana Mitra on Strategy

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Newspapers Down, But Not Out (Sramana Mitra on Strategy) - Mar 09, 2010

Gannett's (NYSE:GCI) cost control measures also helped it post its largest profit of the year. EPS for the quarter came in at $0.56 compared with a loss of $20.65 per share a year ago. But revenues continued to fall. 
Recent Research on Gannett Company, Inc. (GCI)
Gannett at UBS Media & Communications Conference (Thomson Street Events)- Dec 09, 2009
Q3 2009 Gannett Earnings Conference Call (Thomson Street Events)- Oct 19, 2009
more research
Share:  Gannett's (<span class="company">NYSE:GCI</span>) cost control measures also helped it post its largest profit of the year. EPS for the quarter came in at $0.56 compared with a loss of $20.65 per share a year ago. But revenues continued to fall. Tweet this 

Marvell And Infineon Target New Markets (Sramana Mitra on Strategy) - Mar 08, 2010

Marvell And Infineon Target New Markets. The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week and in this post we will look at Marvell and Infineon (OTC: IFNNY. 
Recent Research on Marvell Technology Group Ltd. (MRVL) more research
Share:  <span class="company">Marvell</span> And Infineon Target New Markets. The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and <span class="company">Marvell</span> (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week and in this post we will look at <span class="company">Marvell</span> and Infineon (OTC: IFNNY. Tweet this 

Marvell And Infineon Target New Markets. The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week and in this post we will look at Marvell and Infineon (OTC: IFNNY. 
Recent Research on Infineon Technologies AG (IFX) more research
Share:  Marvell And <span class="company">Infineon</span> Target New Markets. The growing market for mobile devices is proving to be beneficial for the smartphone ecosystem component makers like ARM and Marvell (NASDAQ:MRVL) that specialize in chips optimized for longer battery power. We covered ARM last week and in this post we will look at Marvell and <span class="company">Infineon</span> (OTC: IFNNY. Tweet this 

Semiconductor IP: lntel vs. ARM and Tessera’s Expiring Patent (Sramana Mitra on Strategy) - Mar 05, 2010

Semiconductor IP: lntel vs. ARM and Tessera's Expiring Patent. The Intel–ARM rivalry is getting interesting. Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. 
Recent Research on Arm Holdings plc (ARM)
ARM Holdings plc Conference Call hosted by RBS (Thomson Street Events)- Dec 14, 2009
Q3 2009 ARM Holdings plc Earnings Conference Call (Thomson Street Events)- Oct 27, 2009
more research
Share:  Semiconductor IP: lntel vs. <span class="company">ARM</span> and Tessera's Expiring Patent. The Intel–<span class="company">ARM</span> rivalry is getting interesting. Last year, <span class="company">ARM</span> (NASDAQ:<span class="company">ARM</span>H) unveiled its processor for netbooks and was perceived as a threat to Intel. Tweet this 

Semiconductor IP: lntel vs. ARM and Tessera's Expiring Patent. The Intel–ARM rivalry is getting interesting. Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. 
Recent Research on Tessera Technologies, Inc. (TSRA)
Q3 2009 Tessera Technologies Inc Earnings Conference Call (Thomson Street Events)- Oct 29, 2009
more research
Share:  Semiconductor IP: lntel vs. ARM and <span class="company">Tessera</span>'s Expiring Patent. The Intel–ARM rivalry is getting interesting. Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. Tweet this 

Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to Intel. And this year, Intel responded with an LG smartphone built on its Atom Moorestown platform . Let's take a closer look at ARM and the other semiconductor IP players, Tessera (NASDAQ:TSRA) and InterDigital (NASDAQ:IDCC).in his Intel vs. ARM series, guest author Nalini Kumar Muppala looked at ARM's strengths and why it is such a threat to Intel
Recent Research on Intel Corporation (INTC)
Q4 2009 Intel Corporation Earnings Conference Call (Thomson Street Events)- Jan 14, 2010
Intel Conference Call Regarding U.S. FTC Suit (Thomson Street Events)- Dec 16, 2009
Summary: Intel Corp. (S&P Credit Research)- Dec 09, 2009
more research
Share:  Last year, ARM (NASDAQ:ARMH) unveiled its processor for netbooks and was perceived as a threat to <span class="company">Intel</span>. And this year, <span class="company">Intel</span> responded with an LG smartphone built on its Atom Moorestown platform . Let's take a closer look at ARM and the other semiconductor IP players, Tessera (NASDAQ:TSRA) and InterDigital (NASDAQ:IDCC).in his <span class="company">Intel</span> vs. ARM series, guest author Nalini Kumar Muppala looked at ARM's strengths and why it is such a threat to <span class="company">Intel</span> . Tweet this 

Online Travel Industry Growing Nicely (Sramana Mitra on Strategy) - Mar 04, 2010

Expedia's hotel.com saw hotel rates fall 14% over the year for the quarter ended December. Yet, despite budget cuts exercised by retail and business consumers, players like Priceline and Expedia managed to display stellar performance. 
Recent Research on Expedia, Inc. (EXPE)
Expedia, Inc. Investor Conference Call (Thomson Street Events)- Dec 10, 2009
Expedia, Inc. at Nasdaq Conference (Thomson Street Events)- Dec 02, 2009
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Share:  <span class="company">Expedia</span>'s hotel.com saw hotel rates fall 14% over the year for the quarter ended December. Yet, despite budget cuts exercised by retail and business consumers, players like Priceline and <span class="company">Expedia</span> managed to display stellar performance. Tweet this 

For Priceline (NASDAQ:PCLN), this was the fifteenth consecutive quarter that the company beat the market's expectations. Revenues of $542 million grew 33% over the year and exceeded the market's expected $530 million. EPS of $1.99 grew 54% over the previous year and beat the Street's target of $1.68. 
Share:  For Priceline (<span class="company">NASDAQ:PCLN</span>), this was the fifteenth consecutive quarter that the company beat the market's expectations. Revenues of $542 million grew 33% over the year and exceeded the market's expected $530 million. EPS of $1.99 grew 54% over the previous year and beat the Street's target of $1.68. Tweet this 

How To Get a 20 Million Dollar Pre-Money Valuation for Series A: Tableau Software CEO Christian Chabot (Part 1) (Sramana Mitra on Strategy) - Mar 04, 2010

How To Get a 20 Million Dollar Pre Money Valuation for Series A: Tableau Software CEO Christian Chabot (Part 1). Christian Chabot is CEO and co founder of Tableau Software. Prior to Tableau he was an associate partner at Softbank Venture Capital, where he specialized in enterprise applications. 
Share:  How To Get a 20 Million Dollar Pre Money Valuation for Series A: <span class="company">Tableau</span> Software CEO Christian Chabot (Part 1). Christian Chabot is CEO and co founder of <span class="company">Tableau</span> Software. Prior to <span class="company">Tableau</span> he was an associate partner at Softbank Venture Capital, where he specialized in enterprise applications. Tweet this 

SaaS Also Rules In Security (Sramana Mitra on Strategy) - Mar 02, 2010

Websense (NASDAQ:WBSN), a key player in the industry, is focusing on tapping the Security SaaS market . Websense captured 26.2% of the 2008 worldwide market for Web security software and grew 96.3% in the SaaS Web security segment . In the recently reported Q4 results, revenues climbed 2.2% over the year to $79.7 million. 
Recent Research on Websense, Inc. (WBSN)
Q3 2009 Websense Earnings Conference Call (Thomson Street Events)- Oct 29, 2009
more research
Share:  Websense (<span class="company">NASDAQ:WBSN</span>), a key player in the industry, is focusing on tapping the Security SaaS market . Websense captured 26.2% of the 2008 worldwide market for Web security software and grew 96.3% in the SaaS Web security segment . In the recently reported Q4 results, revenues climbed 2.2% over the year to $79.7 million. Tweet this 

Against the backdrop of such projections, McAfee's (NYSE:MFE) Q4 performance was encouraging. Revenues of $525.7 million grew 24% over the year. EPS of $0.64 was also in line with the market's expectation. 
Recent Research on McAfee, Inc. (MFE)
McAfee, Inc. at Credit Suisse Group Technology Conference (Thomson Street Events)- Dec 01, 2009
Q3 2009 McAfee, Inc. Earnings Conference Call (Thomson Street Events)- Oct 29, 2009
more research
Share:  Against the backdrop of such projections, McAfee's (<span class="company">NYSE:MFE</span>) Q4 performance was encouraging. Revenues of $525.7 million grew 24% over the year. EPS of $0.64 was also in line with the market's expectation. Tweet this 

Deal Radar 2010: Fieldglass (Sramana Mitra on Strategy) - Mar 02, 2010

Deal Radar 2010: Fieldglass Deal Radar continues its coverage of the changing labor landscape with Fieldglass , which provides a SaaS platform, InSite, that helps global 2000 corporations acquire and manage contingent or contract workers, outsourced services, and direct hires so that firms can better understand and use their workforces. Chicago based Fieldglass was founded in 1999 by CEO Jai Shekhawat, who moved to the United States after completing his undergraduate studies in India. He was a programmer for Burroughs (now Unisys) before joining Syntel, where he oversaw operations and business development and developed expertise as a provider of technology services to large firms. 
Share:  Deal Radar 2010: <span class="company">Fieldglass</span> Deal Radar continues its coverage of the changing labor landscape with <span class="company">Fieldglass</span> , which provides a SaaS platform, InSite, that helps global 2000 corporations acquire and manage contingent or contract workers, outsourced services, and direct hires so that firms can better understand and use their workforces. Chicago based <span class="company">Fieldglass</span> was founded in 1999 by CEO Jai Shekhawat, who moved to the United States after completing his undergraduate studies in India. He was a programmer for Burroughs (now Unisys) before joining Syntel, where he oversaw operations and business development and developed expertise as a provider of technology services to large firms. Tweet this 

Intuit Moving Ahead With Connected Services Strategy (Sramana Mitra on Strategy) - Feb 26, 2010

Intuit Moving Ahead With Connected Services Strategy In fiscal 2008, Intuit's (NASDAQ:INTU) new CEO, Brad Smith, announced the company's connected services strategy, which targets a market where people and businesses are increasingly connected, whether through desktop, laptop, or handheld devices. Last year, Intuit made two major acquisitions – PayCycle (now Intuit Online Payroll) and Mint.com, that support this strategy. More than 56% of the company's $3.2 billion in fiscal 2009 revenue came from connected services. 
Recent Research on Intuit, Inc. (INTU)
Summary: Intuit Inc. (S&P Credit Research)- Feb 22, 2010
Intuit at Barclays Technology Conference (Thomson Street Events)- Dec 09, 2009
more research
Share:  Intuit Moving Ahead With Connected Services Strategy In fiscal 2008, Intuit's (<span class="company">NASDAQ:INTU</span>) new CEO, Brad Smith, announced the company's connected services strategy, which targets a market where people and businesses are increasingly connected, whether through desktop, laptop, or handheld devices. Last year, Intuit made two major acquisitions – PayCycle (now Intuit Online Payroll) and Mint.com, that support this strategy. More than 56% of the company's $3.2 billion in fiscal 2009 revenue came from connected services. Tweet this 

Indian IT Services: Globalization and Products (Sramana Mitra on Strategy) - Feb 25, 2010

Wipro (WIPRO.BO), the third largest Indian player, recorded IT Services revenues of $1.113 billion for the quarter ended , 2009. Revenues grow 2% over the year. IT Products business which deals with personal computing, enterprise and software products ranging from desktops to enterprise and networking platforms and solutions saw revenues grew 22% over the year to $218 million in the period. 
Recent Research on Wipro Ltd. (507685)
Q2 2009 Wipro Limited Earnings Conference Call (Thomson Street Events)- Oct 27, 2009
more research
Share:  <span class="company">Wipro</span> (WIPRO.BO), the third largest Indian player, recorded IT Services revenues of $1.113 billion for the quarter ended , 2009. Revenues grow 2% over the year. IT Products business which deals with personal computing, enterprise and software products ranging from desktops to enterprise and networking platforms and solutions saw revenues grew 22% over the year to $218 million in the period. Tweet this 

Cognizant Technology Solutions (CTSH) reported revenues of $902.7 million, registering annual growth of 20% and sequential 6% growth. The market was looking for revenues of $888.4 million. EPS of $0.50 also grew significantly over the previous year's $0.41 and exceeded the market's expected $0.46. 
Recent Research on Cognizant Technology Solutions Corporation (CTSH) more research
Share:  Cognizant Technology Solutions (<span class="company">CTSH</span>) reported revenues of $902.7 million, registering annual growth of 20% and sequential 6% growth. The market was looking for revenues of $888.4 million. EPS of $0.50 also grew significantly over the previous year's $0.41 and exceeded the market's expected $0.46. Tweet this 

Deal Radar 2010: KOM Networks (Sramana Mitra on Strategy) - Feb 24, 2010

Deal Radar 2010: KOM Networks KOM Networks provides storage management solutions for companies to enable them to protect and retain their data. Based in Ottawa, Canada, with a sales office located in New Hampshire, KOM aims to enable enterprises of all sizes to be more productive and meet compliance requirements in a cost effective way and without altering their network infrastructure or daily business routines CEO Taher Shaath joined the company in 1991 and has been instrumental in transforming KOM Networks into the company it has become today 
Share:  Deal Radar 2010: <span class="company">KOM</span> Networks <span class="company">KOM</span> Networks provides storage management solutions for companies to enable them to protect and retain their data. Tweet this 

AMD, Nvidia Lose Share As Intel Leads The Graphics Market (Sramana Mitra on Strategy) - Feb 24, 2010

AMD, Nvidia Lose Share As Intel Leads The Graphics Market According to a recent Jon Peddie Research report, Intel (NASDAQ:INTC) increased its graphics chip market share to 55.2% driven by strong Atom sales while Nvidia's (NASDAQ:NVDA) share declined to 24.3% and AMD's (NYSE:AMD) share declined slightly to 19.9%. Let's take a closer look The quarterly research report included the first shipments of a new category, the CPU integrated graphics – CIG and predicts that there would be a rapid decline in shipments of traditional integrated graphics processors (IGPs) 
Recent Research on Advanced Micro Devices, Inc. (AMD)
Summary: Advanced Micro Devices Inc. (S&P Credit Research)- Dec 14, 2009
Advanced Micro Devices at Barclays Technology Conference (Thomson Street Events)- Dec 09, 2009
Leveraged Finance Weekly (Fitch Research)- Dec 04, 2009
more research
Share:  AMD, Nvidia Lose Share As Intel Leads The Graphics Market According to a recent Jon Peddie Research report, Intel (NASDAQ:INTC) increased its graphics chip market share to 55.2% driven by strong Atom sales while Nvidia's (NASDAQ:NVDA) share declined to 24.3% and AMD's (<span class="company">NYSE:AMD</span>) share declined slightly to 19.9%. Tweet this 

AMD, Nvidia Lose Share As Intel Leads The Graphics Market According to a recent Jon Peddie Research report, Intel (NASDAQ:INTC) increased its graphics chip market share to 55.2% driven by strong Atom sales while Nvidia's (NASDAQ:NVDA) share declined to 24.3% and AMD's (NYSE:AMD) share declined slightly to 19.9%. Let's take a closer look The quarterly research report included the first shipments of a new category, the CPU integrated graphics – CIG and predicts that there would be a rapid decline in shipments of traditional integrated graphics processors (IGPs) 
Share:  AMD, Nvidia Lose Share As Intel Leads The Graphics Market According to a recent Jon Peddie Research report, Intel (<span class="company">NASDAQ:INTC</span>) increased its graphics chip market share to 55.2% driven by strong Atom sales while Nvidia's (NASDAQ:NVDA) share declined to 24.3% and AMD's (NYSE:AMD) share declined slightly to 19.9%. Tweet this 

AMD, Nvidia Lose Share As Intel Leads The Graphics Market According to a recent Jon Peddie Research report, Intel (NASDAQ:INTC) increased its graphics chip market share to 55.2% driven by strong Atom sales while Nvidia's (NASDAQ:NVDA) share declined to 24.3% and AMD's (NYSE:AMD) share declined slightly to 19.9%. Let's take a closer look The quarterly research report included the first shipments of a new category, the CPU integrated graphics – CIG and predicts that there would be a rapid decline in shipments of traditional integrated graphics processors (IGPs) 
Recent Research on NVIDIA Corporation (NVDA)
NVIDIA Corporation at Barclays Technology Conference (Thomson Street Events)- Dec 08, 2009
more research
Share:  AMD, Nvidia Lose Share As Intel Leads The Graphics Market According to a recent Jon Peddie Research report, Intel (NASDAQ:INTC) increased its graphics chip market share to 55.2% driven by strong Atom sales while Nvidia's (<span class="company">NASDAQ:NVDA</span>) share declined to 24.3% and AMD's (NYSE:AMD) share declined slightly to 19.9%. Tweet this 

Reshaping of the Semiconductor Industry Underway (Sramana Mitra on Strategy) - Feb 24, 2010

Yet, Xilinx has experienced the "best of times" We just announced our quarterly earnings covering October through For the first time in our 25 year history, we cracked the $500 million mark in quarterly sales revenue 
Recent Research on Xilinx, Inc. (XLNX)
Xilinx, Inc. at JPMorgan Technology Forum (Thomson Street Events)- Jan 07, 2010
Xilinx, Inc. at Barclays Technology Conference (Thomson Street Events)- Dec 08, 2009
more research
Share:  Yet, <span class="company">Xilinx</span> has experienced the "best of times" We just announced our quarterly earnings covering October through Tweet this 

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Sramana Mitra

Sramana Mitra on Strategy

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