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Sramana Mitra

Internet Stock Roundup: Shutterfly, Monster Worldwide, and Netflix (at Seeking Alpha)

by: Sramana Mitra posted on: August 03, 2008 | about stocks: This quarter doesn’t look so good for quite a few of the online stocks that I cover. Shutterfly Inc , the online photo-sharing company reported its Q2 results on...

Bootstrapping, Montana Style

Greg Gianforte does not believe in raising money from investors to build companies. "The best money comes from customers, not investors," the former Silicon Valley software entrepreneur says. But getting funding for RightNow,...

Coloradans Push for No Roadless Area Development

In Colorado, it seems the momentum is in favor of squashing the Bush administration's reversal of a roadless-area development ban. Even some who supported Governor Bill Ritter's compromise position to allow temporary roads to...

Disney: Fertile Acquisition Grounds Ahead (at Seeking Alpha)

by: Sramana Mitra posted on: July 31, 2008 | about stocks: DIS The Walt Disney Company , the entertainment major, announced Q3 results yesterday, reporting a 9% rise in net income for the quarter. Revenue for the quarter grew...

Updates on Networking Sector: F5, Juniper, Akamai (at Seeking Alpha)

by: Sramana Mitra posted on: July 31, 2008 | about stocks: I have written extensively on Cisco and other networking companies as part of the Online Video Beneficiaries Series in which I suggested that smaller networking players...

3G iPhone and Verizon, AT&T Earnings (at Seeking Alpha)

by: Sramana Mitra posted on: July 31, 2008 | about stocks: T / VZ With the cheaper and faster 3G iPhone selling 1 million units in the first weekend, you would think Verizon must be worried. In our last post, 3G iPhone Impact...

SaaS: Omniture and Citrix (at Seeking Alpha)

by: Sramana Mitra posted on: July 29, 2008 | about stocks: CTXS / OMTR ) declared its second quarter earnings on July 23. Net loss was $6.5 million or $0.09 per share, compared with $4.1 in the second quarter of 2007. GAAP...

iPhone Bounties for Qualcomm and Infineon (at Seeking Alpha)

by: Sramana Mitra posted on: July 29, 2008 | about stocks: ) figured at the top of my recent list of 3G iPhone’s Top 5 Component Beneficiaries. It is a major beneficiary with four wins: the digital baseband processor, a UMTS...

Buying Opportunity with VMware (at Seeking Alpha)

by: Sramana Mitra posted on: July 24, 2008 | about stocks: EMC / VMW ) is facing troubled times. With the recent announcement of Microsoft entering the hypervisor (virtual machine monitor) business, the management change of CEO...

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

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...