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Local Marketing: Growth Trend to Watch Out for at Yahoo!

YahooAlthough Yahoo has not been able to catch up with the overall online advertising growth, this has not deterred the company from experimenting with growth areas. In the online advertising market, local marketing is one of the upcoming trends and has attracted players like Google, AOL and Facebook in addition to Yahoo. Here we will analyze the growth prospects of this trend and how it could benefit Yahoo in particular. We currently maintain $17.88 price estimate for Yahoo stock, which is about 6% above market price.

Continue reading Local Marketing: Growth Trend to Watch Out for at Yahoo!

America Movil to Expand Growth with Pre-Paid Data Plans

Carlos Slim, America Movil's (AMX) largest shareholder, became the world's richest man in part from his investments in wireless phone service. His empire spans 18 countries and has 200 million subscribers.

Let's look at America Movil's spectacular growth. The company's markets are primarily in Latin America. American Movil controls 74% of wireless service in Mexico under its Telcel brand, which has 60 million subscribers. Brazil is second with 45 million subscribers. It also is the largest provider in the Caribbean with four million users.

Continue reading America Movil to Expand Growth with Pre-Paid Data Plans

OpenTable Gaining Momentum in Diners Seated

OpenTable(OPEN) has come a long way since Chuck Templeton envisioned the idea in 1998 after observing the difficulty his wife faced while trying to book a dinner reservation by phone. Today, it is the leading provider of free and real-time online restaurant reservations for users looking to book reservations online as well as a reservation and guest management solution for restaurants. The company is comfortably ahead of its competitors like Urbanspoon, owned by IAC/InterActiveCorp and UK-based companies liveRES Ltd and Livebookings Ltd. It also seems to have hit the right note with its decision to take Groupon head-on by selling third-party restaurants coupons through its website.

We currently maintain a $94.90 price estimate for OpenTable, which is about 10% below the stock's market price.

Continue reading OpenTable Gaining Momentum in Diners Seated

Texas Instruments Acquires National Semiconductor

In a move to bolster market share, Texas Instruments (TXN) is purchasing National Semiconductor (NSM) for $7.4 billion, according to the Associated Press.

Texas Instruments is a market leader in digital signal processors (DSP)s. DSPs are found in wireless phones, DVD players, automotive systems and computer modems. They also make logic chips, microprocessors, microcontrollers, display components and calculators.

National Semiconductor offers a variety of integrated circuits (IC)s, especially analog and mixed signal chips. The analog chips transform physical information -- light, sound, pressure and radio waves into data that a computer can use. National's chips are in a host of wireless communications, networking, medical, solar, automotive and industrial applications.

Continue reading Texas Instruments Acquires National Semiconductor

Cisco: A Buy or Sell?

Cisco Systems (CSCO) seems out of favor with the market these days. On Friday, the shares closed at $17.04. The 52-week low for the stock is $16.97, while the 52-week high is $27.74. With the company near its low point, should traders be looking at the stock?

According to TheFly, Pacific Crest believes the valuation on the shares is attractive. And at first glance, one might be inclined to agree with such a sentiment. In fact, considering the relatively tight 52-week range, I could easily imagine the stock rising after making what could theoretically turn out to be a bottom.

Continue reading Cisco: A Buy or Sell?

Why Did ServiceSource's IPO Jump 22%?

Do you remember the dot-com IPOs? Just the term dot-com captured the imagination of investors. Prices of some dot-com IPOs doubled in a matter of hours.

With the current financial crisis, the market for IPOs has slowed down to a trickle. But we still have investing ideas that capture our imagination. Just mention the word term 'cloud' these days, and you are off and running.

Such is the case with cloud computing ServiceSource (SREV), reported in Investors.com The issue was for 1.9 million shares, to be priced at $10 per share.

Continue reading Why Did ServiceSource's IPO Jump 22%?

Damage to Renesa's Chip Plants Disrupts Auto Supply Chain

Slowly, an assessment of the damage to chip plants in Japan is emerging. This story tells about just one such plant. It sheds light on what we can expect in the way of future shipments.

The company is Renesas Electronics (RNECY). It is is important because it supplies the automotive industry with car navigation chips. In Japan, it provides 41% of the chips used by Japanese automakers,

Continue reading Damage to Renesa's Chip Plants Disrupts Auto Supply Chain

Kansas City Wins Google Over

Kansas City Google 1Gbps BroadbandThere are a lot of upset people today following Google's announcement that Kansas City was the company's choice for its blistering fast 1 Gbps broadband Internet.

When Google (GOOG) announced its desire to find a place to test the development of a 1 gigabit fiber to the home network last February, cities and towns all across the nation started working on their presentations to get Google to come to their area. Google received 1,100 applications, but in the end, it is Kansas City that got the nod.

Continue reading Kansas City Wins Google Over

Better-Than-Expected Earnings Report Cheers Oracle Investors

Oracle Fiscal Q3 Earnings ReportShares of software giant Oracle Corp. (ORCL) traded higher after the market closed Thursday as the company reported fiscal third-quarter earnings above analyst estimates.

Going into this afternoon's earnings report, analysts had been expecting to see Oracle report earnings of 50 cents per share. Excluding one time items, Oracle stated that its quarterly earnings were 54 cents.

Continue reading Better-Than-Expected Earnings Report Cheers Oracle Investors

SAP's In-Memory Technology to Shake Up Database Market

SAP logoTime and again SAP (SAP) has announced that its in-memory is a disruptive technology, which speeds up data storage and retrieval to unprecedented speeds. Traditionally SAP competes with Oracle (ORCL), Microsoft (MSFT), Salesforce.com (CRM) and IBM (IBM) in the applications software market.

We maintain a $64.85 price estimate for SAP stock, which is about 15% higher than market price.

Continue reading SAP's In-Memory Technology to Shake Up Database Market

Prepping for an IPO, LinkedIn Hits 100 Million Users

So far this year, the IPO market has gotten off to a good start. Just look at Cornerstone OnDemand (CSOD), which develops human resources software. Last week, the company's public offering gained nearly 50% on its first day of trading.

Although, one of the most anticipated IPOs is LinkedIn. In fact, through some of its SEC filings, it looks like the company is poised for a strong debut.

Continue reading Prepping for an IPO, LinkedIn Hits 100 Million Users

Shutterfly's $333 Million Deal for Tiny Prints

Founded in 1999, Shutterfly (SFLY) is a dot-com survivor. In fact, the value of this photo site is now about $1.2 billion.

So why not pull off a big deal? Well, this week, Shutterfly agreed to pay $333 million for Tiny Prints. The transaction is a blend of stock and cash.

Founded in 2004, Tiny Prints operates two main websites: Tiny Prints and Wedding Paper Divas. They essentially provide personalized stationary, photo books and invitations. Moreover, the company has been effective in integrating with Facebook.

Continue reading Shutterfly's $333 Million Deal for Tiny Prints

Ma Bell Returns: AT&T to Buy T-Mobile for $39 Billion

Telecom giant AT&T (T) is buying T-Mobile USA from Deutche Telekom (DTEGY) for $39 billion, according to the Wall Street Journal. The deal is for $25 billion in cash and the balance in stock. Deutche Telekom will get an 8% stake in AT&T.
This is a game changer. Now AT&T will have one-third more customers than Verizon (VZ) and twice as many as Sprint Nextel (S). The new AT&T will have about 130 million subscribers. AT&T will have nearly 80% of its business in wireless.

Continue reading Ma Bell Returns: AT&T to Buy T-Mobile for $39 Billion

As Sales of Tablet Computers Soar, Intel's Stock Value Could Fall

Intel (INTC) competes with Advanced Micro Devices (AMD) and Nvidia (NVDA) in the PC microprocessor and graphics businesses. We estimate that notebook microprocessors are the most important product segment for Intel, generating roughly 39% of its equity value.

Continue reading As Sales of Tablet Computers Soar, Intel's Stock Value Could Fall

Hot Storage Company Fusion-io Goes for an IPO

Over the past couple years, the storage market has been the target of big acquisitions from companies like HP (HPQ) and Dell (DELL). With cloud computing -- as well as the emergence of data-hungry applications -- the growth in the market has been strong.

To capitalize on this, some of the top companies are looking at IPOs. For example, Fusion-io made its filing this week. The lead underwriters include Goldman Sachs (GS) and Morgan Stanley (MS).

Continue reading Hot Storage Company Fusion-io Goes for an IPO

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Symbol Lookup
IndexesChangePrice
DJIA+8.6015,303.10
NASDAQ-0.283,459.14
S&P 500-0.911,649.60

Last updated: May 24, 2013: 06:34 PM

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