Sramana Mitra

3G iPhone's Effect on Texas Instruments, Broadcom and STMicroelectronics (at Seeking Alpha)

yahoo.com     7 mins ago          

by: Sramana Mitra posted on: July 24, 2008 | about stocks: As per the teardown analysis from Semiconductor Insights, the 3G iPhone uses an updated touchscreen solution that has a TI line driver and a Broadcom chip. I earlier...                

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Yahoo's Yang makes a great punching bag

techconfidential.com     14 hrs ago   1 related          

Sramana Mitra pulls no punches when assessing where to place the blame for Yahoo! Inc.'s [YHOO] woes. "I don't think anything is going to change from a business point of view until they replace Jerry Yang as CEO," says the...                

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Apples Samsung Order May Benefit SanDisk (at Seeking Alpha)

yahoo.com     yesterday          

by: Sramana Mitra posted on: July 23, 2008 | about stocks: AAPL / SNDK On Monday, SanDisk Corporation (NASDAQ:SNDK), a leading flash storage cards supplier, reported disappointing second quarter results that yet again missed...                

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Buying Opportunity with VMWare

orglex.com     18 hrs ago   2 related          

VMware (VMW) is facing troubled times. With the recent announcement of Microsoft entering the hypervisor (virtual machine monitor) business, the management change of CEO Diane Greene getting fired and management having to...                

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SunPower Beaten up to Buying Opportunity Levels (at Seeking Alpha)

yahoo.com     Jul 22, 2008   1 related          

by: Sramana Mitra posted on: July 22, 2008 | about stocks: SPWR ) continued to outperform market expectations in its recently announced Q2 earnings release. Revenues of $383 million beat the market’s expectations of $345...                

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Still Bullish on Nokia (at Seeking Alpha)

yahoo.com     Jul 22, 2008          

by: Sramana Mitra posted on: July 22, 2008 | about stocks: NOK On July 17, Nokia Corporation posted strong Q2 results that topped analyst estimates, driven by 21% growth in mobile device sales to 122 million units, an average...                

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Web 3.0 & MSN (Part 1) - Sramana Mitra on Strategy

bibsonomy.org     Jul 21, 2008          

Microsoft through MSN is working on building a differentiated search experience in the four high value verticals of commerce, local search and mapping, entertainment and health, which collectively represent 40% of all global...                

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The Summer of Our Discontent: War Games in EDA

edacafe.com     Jul 21, 2008          

Part 1 – Bombs Away If you’ve been comatose for the past 5 weeks, wake up and smell the bombshell. Cadence has announced a thirst for Mentor Graphics, and much that defines the EDA Nation now hangs in the balance: … thousands...                

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Google Keeps Scoring (at Seeking Alpha)

yahoo.com     Jul 20, 2008   352 related          

by: Sramana Mitra posted on: July 20, 2008 | about stocks: GOOG ) reported Q2 earnings of $4.63 a share (excluding stock-based compensation costs), missing Wall Street’s expectations of $4.74 EPS. Although most companies could...                

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3G iPhones Top Five Component Beneficiaries (at Seeking Alpha)

yahoo.com     Jul 20, 2008   244 related          

by: Sramana Mitra posted on: July 20, 2008 | about stocks: The 3G iPhone is out. Besides Apple ( TriQuint has three Power Amps and Infineon has the Digital Baseband Processor, a UMTS Transceiver, a Power Management and a GPS...                

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