Anindya Batabyal

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  • Intel’s New Thunderbolt Technology: A Giant Leap

    By Anindya Batabyal - April 11, 2013 | Tickers: AAPL, GLW, INTC

    Intel (NASDAQ: INTC) announced last week the next-generation of Thunderbolt transfer technology, which promises to double the data transfer speed over existing Thunderbolt hardware. 

    The upgraded Thunderbolt will support bidirectional data transfers of up to 20Gbps (gigabits per second) transmit speeds over two channels. The high-speed technology, code-named Falcon Ridge, will allow for simultaneous 4K video file transfer and displays over two I/O channels. A new Thunderbolt controller will more »

  • Augmented Reality: Apple’s Next Big Thing

    By Anindya Batabyal - April 11, 2013 | Tickers: AAPL, GOOG | Editor's Choice

    The rumor mill on the internet is abuzz with information about Apple’s (NASDAQ: AAPL) iWatch, an upcoming wearable computing device. Apple can’t base its entire presence in this market on a device which may or may not be able to gain traction. Wearable computing can also extend itself in the realm of augmented reality (AR). A watch by itself simply doesn’t bode well for this concept.

    Apple more »

  • Hewlett-Packard’s SDN Initiative: Will You Buy It?

    By Anindya Batabyal - April 10, 2013 | Tickers: CSCO, HPQ, JNPR, VMW

    Goldman Sachs‘s hardware analyst, Bill Shope, has cut the ratings on Hewlett-Packard (NYSE: HPQ) to "sell" from "neutral," with a $16 price target, writing that “sentiment has moved ahead of reality” in the Street’s enthusiasm for Hewlett-Packard’s turnaround. Estimates may come down and a recovery in earnings power “will be muted through 2014,” he thinks.

    In the last few months, the stock price of Hewlett-Packard has shot more »

  • Buy Monsanto: It Has Solid Long-Term Prospects

    By Anindya Batabyal - April 10, 2013 | Tickers: AGU, AVD, MON

    Monsanto (NYSE: MON), the world's biggest seeds company, announced impressive quarterly results in recent weeks, with the country's agricultural prospects gradually improving.

    US farmers have a tall order this year. Rick Tolman, the National Corn Growers Association CEO, believes global demand for US corn puts pressure on America’s farmers to grow a big crop. "We had a once-in-50-year drought. We don't expect that to happen again more »

  • Oracle’s New Growth Drivers

    By Anindya Batabyal - April 10, 2013 | Tickers: IBM, ORCL, VMW

    Although better known for its ERP solutions and Software-as-a-Service (SaaS) tools in cloud, Oracle (NYSE: ORCL) is also an aspiring player in the “Internet of Things” and virtual networking markets.

    Oracle excels best at database. Multi-tenancy and big data are two strengths of Oracle. However, Oracle's future isn't as rosy as it may seem due to tremendous challenges it faces from competitors. That’s why the company is more »

  • Amazon’s Cloud Price War: Bad New for Investors?

    By Anindya Batabyal - April 9, 2013 | Tickers: AMZN, GOOG, CRM

    Amazon (NASDAQ: AMZN) introduced Redshift in February -- its cloud-based data warehousing service. The product, part of Amazon Web Services (AWS), is meant to be a low-cost alternative to expensive on-premises database storage systems. 

    Again last week, Amazon announced a 26% drop in prices for its Windows virtual machines (VMs) on demand. In this post I will dig deeper into the price war Amazon has started while offering an analysis how more »

  • Augmented Reality: Apple’s Next Big Thing

    By Anindya Batabyal - April 8, 2013 | Tickers: AAPL, GOOG

    The rumor mill on the internet is abuzz with information about Apple’s (NASDAQ: AAPL) iWatch, an upcoming wearable computing device. Apple can’t base its entire presence in this market on a device which may or may not be able to gain traction. Wearable computing can also extend itself in the realm of augmented reality (AR). A watch by itself simply doesn’t bode well for this concept.

    Apple more »

  • Which One of These Semiconductor Stocks Is Worth Buying?

    By Anindya Batabyal - April 6, 2013 | Tickers: BRCM, NVDA, QCOM

    Broadcom (NASDAQ: BRCM) began shipping its fifth generation, or 5G, WiFi family of semiconductors last year. The 5G technology helps wireless devices work faster and carries signals farther with reduced battery drain than previous generations, Broadcom said. The company also expanded its wireless product portfolio with NFC quad-core chips, which target growth in mass market mobile phones as well as high-end mobile phones and devices.

    Broadcom closed its fiscal 2012 more »

  • ARM’s 64-Bit Venture: Why Investors Should Care

    By Anindya Batabyal - April 6, 2013 | Tickers: AMD, ARMH, INTC

    Evercore Partners tech analyst Patrick Wang recently said that ARM Holdings (NASDAQ: ARMH) is expected to benefit from Apple’s introduction of the first 64-bit ARM-based chip this year. Wang added, “This bodes well for ARMH as v8 designs drive richer royalty rates.” 

    ARM recently introduced its first 64-bit Cortex-A50 series processor designs as the company tries to preserve its dominance in smartphones and tablets, while catching up with Intel more »

  • Hewlett-Packard’s SDN Initiative: Will You Buy It?

    By Anindya Batabyal - April 6, 2013 | Tickers: CSCO, HPQ, JNPR, VMW

    Goldman Sachs‘s hardware analyst Bill Shope has cut the ratings on Hewlett-Packard (NYSE: HPQ) to Sell from Neutral, with a $16 price target, writing that “sentiment has moved ahead of reality” in the Street’s enthusiasm for HP’s turnaround. Estimates may come down and a recovery in earnings power “will be muted through 2014,” he thinks.

    In the last few months the stock price of HP has shot more »

  • Three Staffing Stocks That Have Been Upgraded

    By Anindya Batabyal - April 6, 2013 | Tickers: KFRC, ASGN

    Staffing and outsourcing services companies have begun to do much better as the economy started to turnaround. I think it is a sector that will remain very bullish going forward, and the street is probably feeling very excited about the sector.

    In this article I will focus on three staffing stocks that have been upgraded recently. I feel these stocks have significant upside left and it’s the perfect time more »

  • Alcatel-Lucent’s SDN Strategy: A Positive Catalyst?

    By Anindya Batabyal - April 5, 2013 | Tickers: ALU, JNPR, VMW

    Deutsche Bank’s Kai Korschelt recently raised his rating on the shares of Alcatel-Lucent (NYSE: ALU) to Buy from Hold, and set a price target of €1.80 on the ordinary shares traded in Paris, after concluding that the company “has the key ingredients for a potentially successful turnaround: A new CEO with a solid cost-cutting track record, a likely positive revenue and margin inflection in 2013/14, and a more »

  • Buy Monsanto: It Has Solid Long-Term Prospects

    By Anindya Batabyal - April 4, 2013 | Tickers: AGU, AVD, DD, MON

    Monsanto (NYSE: MON), the world's biggest seeds company, announced its quarterly results on Wednesday. The company reported $2.73 EPS for the previous quarter, beating the Thomson Reuters consensus estimate of $2.58 EPS by $0.15. The company had revenue of $5.47 billion for the quarter, compared to the consensus estimate of $5.29 billion. During the same quarter in the prior year, the company posted $2 more »

  • Is Broadcom a Better Investment than Qualcomm

    By Anindya Batabyal - April 4, 2013 | Tickers: BRCM, NVDA, QCOM

    Broadcom (NASDAQ: BRCM) began shipping its fifth generation, or 5G, WiFi family of semiconductors last year. The 5G technology helps wireless devices work faster and carries signals farther with reduced battery drain than previous generations, Broadcom said. The company also expanded its wireless product portfolio with NFC quad-core chips which targets growth in mass market mobile phones as well as high-end mobile phones and devices.

    Broadcom closed its fiscal 2012 more »

  • ARM’s 64-Bit Venture: Why Investors Should Care

    By Anindya Batabyal - April 3, 2013 | Tickers: AMD, ARMH, INTC

    Evercore Partners tech analyst Patrick Wang recently said that ARM Holdings (NASDAQ: ARMH) is expected to benefit from Apple’s introduction of the first 64-bit ARM-based chip this year. Wang added, “This bodes well for ARMH as v8 designs drive richer royalty rates.” 

    ARM recently introduced its first 64-bit Cortex-A50 series processor designs as the company tries to preserve its dominance in smartphones and tablets while catching up with Intel more »

  • These Two Networking Giants Are Poised to Outperform

    By Anindya Batabyal - March 27, 2013 | Tickers: CSCO, FFIV, JNPR

    Juniper Networks (NYSE: JNPR), the industry leader in network innovation, recently won a deal from global web hosting provider PEER 1. Juniper's integrated routing, switching and security technology is being used in PEER 1’s U.K. data center.

    Juniper’s close rival, F5 Networks (NASDAQ: FFIV), designs and sells application delivery controllers, which are hardware appliances used in data centers. The company's products simplify the management of more »

  • Western Digital’s Strategic Investment: A Big Deal?

    By Anindya Batabyal - March 25, 2013 | Tickers: SNDK, STX, WDC

    Western Digital (NASDAQ: WDC), the leading manufacturer of digital storage devices, announced on March 12 that the company has made a strategic investment in Skyera, an solid-state drive (SSD) start-up. Western Digital Capital, the investment arm of the hard-drive giant, co-invested in the $51 million round as an extension of the strategic relationship between the two companies that also includes joint-technology development. Western Digital previously funded Skyera as an initial more »

  • Forget PC Weakness, Intel has a Real Shot in Networking

    By Anindya Batabyal - March 23, 2013 | Tickers: AMD, BRCM, INTC

    Citigroup chip analyst Glen Yeung reiterates a Neutral rating on shares of Intel (NASDAQ: INTC), while cutting his price target from $25 to $23, after reducing estimates for this quarter and next to account for weaker-than-expected PC demand. Yeung says:

    Our checks with the PC supply chain suggest Intel will launch the desktop version of its new Haswell architecture in April, notebook in June. Because Haswell is not socket compatible more »

  • Why Best Buy Is Not My “Best Buy” Any More?

    By Anindya Batabyal - March 23, 2013 | Tickers: BBY, LOW, TGT, WMT

    Credit Suisse on last Wednesday reinstated coverage on big box electronics retailer Best Buy (NYSE: BBY) with an "outperform" rating and a $30 price target, writing in a note that outsized returns in retail happen over time in two scenarios, "management change being the primary one and acquisitions the other."

    Best Buy announced its Q4 and annual results on March 1. The company reported Q4 revenue of $16.71 billion more »

  • This Real Estate Stock Offers Solid Investing Opportunity

    By Anindya Batabyal - March 22, 2013 | Tickers: CSGP, TRLA, Z

    A nationwide survey expects home values to end 2013 up an average of 4.6% and rise cumulatively by 22%, on average, over the next five years. The survey of 118 economists, real estate experts, and investment and market strategists was sponsored by leading real estate information marketplace Zillow, Inc. (NASDAQ: Z).

    Survey respondents predicted home values will rise another 4.2% on average in 2014, before moderating somewhat to more »

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