Investors are concerned as they don’t see the same hype as iPhone5 building around an iPhone6 which might be launched in the fall of CY13. This has led investors to ask-“What next?” We continue to believe that Apple (NASDAQ:AAPL) will have considerable value going forward also. Apple being the innovative giant it is, we won’t be surprised if [...]
Posts in category Technology
Apple: What beyond iPhone5?
Investors are concerned as they don’t see the same hype as iPhone5 building around an iPhone6 which might be launched in the fall of CY13. This has led investors to ask-“What next?” We continue to believe that Apple (NASDAQ:AAPL) will have considerable value going forward also. Apple being the innovative giant it is, we won’t be surprised if [...]
Samsung vs. Apple Verdict: The Winner...
In one of our previous articles, we talked about the Apple (NASDAQ:AAPL) vs. Samsung infringement battle and how Apple has had the upper hand in the trial (See: The Apple-Samsung Battle and its effects on the Smartphone industry). As we expected Apple has finally won the infringement battle with the jury authorizing almost all of Apple’s clai [...]
Is Qihoo a threat for Baidu?
Qihoo 360 Technology (NYSE:QIHU) announced last week that it is replacing the Google’s search service with its own search engine so.360.cn for its Website and browser. The investors seem to be concerned by this development as Baidu (NASDAQ:BIDU) stocks saw a decline of ~10% following the announcement and a further ~6% following the dow [...]
Why LinkedIn performs when others don...
We have long been saying that LinkedIn (NASDAQ:LNKD) is a fundamentally better company than its web 2.0 peers. In this post we will illustrate how LinkedIn performs better than its peer group and what makes it the best social net play according to us. For this purpose, we will compare it with two of its comparable web 2.0 peers which offered [...]
eBay: Payments and Marketplace have i...
Recently eBay’s (NASDAQ:EBAY) PayPal announced its partnership with Discover (NYSE:DFS) following a recent partnership announcement by Square and Starbucks (NASDAQ:SBUX). This partnership will necessarily bring PayPal to more than 7 million offline merchants across the US (Discover has penetrated 95% of the U.S. market.). eBay’s management no [...]
Hewlett Packard: Secular, Competitive...
Confidence eroding. Secular and competitive headwinds intensify. Restructuring progressing, but will take years. HP is transforming from a PC/printer firm into a diversified enterprise supplier but faces multiple risks tied to execution and competition. (more…)
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Why Facebook is still not undervalued...
Facebook (NASDAQ:FB) shares soared ~5% on Monday after an upgrade from Capstone research. As Facebook shares have lost more than ~50% since its IPO, more and more investors are getting bullish calling it under-valued. We have been bearish on Facebook stocks for quite some time now and as the stock has depreciated in that time, we didn’t see a [...]
The online travel market- Two buys an...
Our Analysts at TheAnalystHub.com have been working on the online travel market for quite some time now and have been watching closely the stock movements for plenty of online travel stocks. As the Online travel market is slowly stabilizing, we feel that the agencies with maximum TAM will perform well while the companies which remain low on e [...]
US internet Marketplace: A view on th...
According to a presentation by ComScore on August 14, the channel shift to online in the US appears to be accelerating as online sales increased by +15% YoY in Q2, while on a comparable category basis, offline sales increased only 2%. US Retail e-Commerce in 2Q12 saw an increase in every key metric, including dollars per buyer, total buyers & [...]
Dell’s Earnings: Persisting rev...
Dell’s performance and outlook suggest a much softer 2H for PCs due to tablet cannibalization even in corporate markets and a pause ahead of Windows 8 in the consumer market. (more…)
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The Apple-Samsung Battle and its effe...
As Apple (NASDAQ: AAPL) and Samsung have laid down their testimony on Friday regarding the on-going patent infringement trial, the decision about the multi-billion industry now falls on the shoulders of the Jury of seven men and two women. Judge Lucy Kohler has already asked the two parties to come to a settlement as she said “I see risk here [...]
Cisco: Safe Haven With Good Dividends...
Cisco (NASDAQ: CSCO) recently announced its strong FQ4 earnings. With a 75% increase in the dividend the company is behaving like a mature business it is supposed to be. The revenues continue to come stronger than expected while margins the margins have been stable. We believe that the momentum from Cisco’s multiple product lines can continue [...]