Keki Fatakia

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  • Is It Game Over for Apple?

    By Keki Fatakia - January 31, 2013 | Tickers: AAPL, MSFT, NOK

    A few months ago, we saw Apple's (NASDAQ: AAPL) stock hit record highs amidst expectations that its newest iPhone 5 would be yet another smash hit. Bullish predictions came from right and left with one analyst predicting that the stock price would touch an extraordinary target of $1000 by 2013. But now the company’s stock has fallen more than 35% to $450 levels from an all time high more »

  • Nokia’s Turnaround Isn't Here Yet People!

    By Keki Fatakia - January 24, 2013 | Tickers: AAPL, T, MSFT, NOK, VZ

    It seems as though the fallen angel of the mobile world is taking flight once again. Yup, I’m talking about the one and only Nokia (NYSE: NOK). Not only is this company “connecting people” to its latest line of stylish Lumia smartphones, but it's also hinting at a probable turnaround, which has been elusive for a long time. So is Nokia really going to rise from the ashes more »

  • Is Clearwire still a Good Deal for Sprint?

    By Keki Fatakia - January 14, 2013 | Tickers: CLWR, DISH, S

    So Sprint (NYSE: S) finally announced its intention to acquire Clearwire (NASDAQ: CLWR), subject to regulatory approval. We all knew that something like this would eventually come to pass. However Sprint isn’t the only one vying for Clearwire now. Dish Network (NASDAQ: DISH) popped in recently with a higher bid for Clearwire at $3.30 per share, trumping Sprint’s valuation at $2.97 per share.

    Sprint may be more »

  • Should You or Google Really Care About Groupon?

    By Keki Fatakia - December 21, 2012 | Tickers: AMZN, GOOG, GRPN

    Recently, Groupon (NASDAQ: GRPN) saw a run up in its stock price on the back of rumors of a possible acquisition by Google (NASDAQ: GOOG). As some of you might recollect, Google had once offered to pay as much as $6 billion for the company before it went public, but for some reasons the acquisition did not materialize. 

    Now that Groupon’s total market cap is worth about $3 billion more »

  • Should You Bet Your Chips on Qualcomm?

    By Keki Fatakia - December 5, 2012 | Tickers: INTC, QCOM, TXN

    It seems that the mobile and tablet race is bringing forth one dominant winner. When it comes to processors that power smart devices that we all love to use, Qualcomm (NASDAQ: QCOM) is surely taking the lead. Recently, Qualcomm was in the news for beating Intel (NASDAQ: INTC) in terms of market capitalization for the very first time.

    With more people preferring to use their smartphones and tablets to do more »

  • Should You Care About This Chipmaker?

    By Keki Fatakia - November 15, 2012 | Tickers: AMD, ARMH, INTC

    Chip maker AMD (NYSE: AMD) seems to be in a rather precarious position at the moment. The company has been struggling to compete with the undisputed king – Intel (NASDAQ: INTC) in the computer and server space. Plus, its ominous absence in the tablet and Smartphone arena has left it way behind other chip companies such as Qualcomm and NVIDIA.

    AMD’s Q3 revenue not only declined on a sequential basis more »

  • Will Zynga Get Lucky This Time?

    By Keki Fatakia - October 2, 2012 | Tickers: EA, FB, ZNGA

    It seems that Zynga (NASDAQ: ZNGA) is now attempting change in strategy in a desperate attempt to pull off some sort of a turnaround. Recently, the company announced the acquisition of gaming studio “A Bit Lucky”. Though the terms of the deal were not revealed, the acquisition price is supposed to be around $20 million. So how is this any different from the numerous acquisitions the company has made in more »

  • Sprint is Racing Ahead - Should You Take Notice?

    By Keki Fatakia - September 17, 2012 | Tickers: AAPL, T, S, VZ

    Sprint’s (NYSE: S) share price has certainly been sprinting ahead since January. The company’s stock price managed to clock more than a 100% gain on a year-to-date basis while peers AT&T (NYSE: T) and Verizon (NYSE: VZ) saw relatively modest gains for the same period. 

    <img src="http://media.ycharts.com/charts/f9efc5d80e0fdbd7663186fc9dee0e8e.png" />

    S data by YCharts

    Sprint has had to painstakingly compete for subscribers with two of the largest telecom service providers, Verizon and more »

  • What Does The Future Hold For Netflix?

    By Keki Fatakia - September 15, 2012 | Tickers: AMZN, AAPL, GOOG, NFLX

    The bad news doesn’t seem to end for California based Netflix (NASDAQ: NFLX) as its rival, Amazon (NASDAQ: AMZN), just made a three year deal that contributes about 3,000 movies to its video streaming service. But guess what? This deal was made possible just because Netflix decided to break up its exclusive partnership with Epix (owned by Lions Gate Entertainment, Paramount Pictures, Viacom and MGM). But was this more »

  • Can Samsung’s Pain be Nokia’s Gain?

    By Keki Fatakia - September 7, 2012 | Tickers: AAPL, T, GOOG, MSFT, NOK, VZ

    On August 24, a federal jury gave Apple (NASDAQ: AAPL) more than $1 billion from Korean electronics giant Samsung, as it infringed on six different mobile device patents. But that’s not all... Apple is now seeking a ban on many of Samsung’s smartphones in the United States, including the recently launched Galaxy SIII.

    I can only imagine Steve Jobs smiling in heaven right now over Apple’s “Thermonuclear more »

  • Should you buy into CRM’s growth story?

    By Keki Fatakia - August 31, 2012 | Tickers: IBM, ORCL, CRM

    Salesforce.com (NYSE: CRM), the provider of cloud computing and social media solutions for enterprises came out with second quarter revenues which were more or less in line with analyst expectations. However, with higher revenues came yet another quarter of red on the bottom line. The company has religiously made operating losses since the previous financial year, as it continues to spend way more on acquisitions and marketing activities than more »

  • This Networking Giant Looks Great for the Long Haul

    By Keki Fatakia - August 26, 2012 | Tickers: CSCO, HPQ, JNPR, VMW

    Networking equipment behemoth Cisco (NASDAQ: CSCO) recently released its fourth quarter result which turned out better than what analysts had expected. The company has certainly succeeded in turning around its operations after reporting a string of year on year declines in net profit during the past. The correct blend of rightsizing, value acquisitions, and competitive pricing of its products seem to have translated into a winning combination.

    So how were more »

  • Should You Still Bank on Nokia?

    By Keki Fatakia - August 22, 2012 | Tickers: AAPL, BBRY, GOOG, MSFT, NOK, VRNG

    It is indeed sad to see the once all powerful Nokia (NYSE: NOK), reduced to just a shell of its former self. I remember how the company once used to be hailed as the number one mobile phone manufacturer.

    Ever since Apple (NASDAQ: AAPL) introduced the first ever iPhone, dozens of players jumped on to the smartphone bandwagon and have released their own versions of a touch screen mobile device more »

  • Why This HDD Manufacturer Still Looks Great

    By Keki Fatakia - August 7, 2012 | Tickers: AMZN, AAPL, GOOG, STX, WDC

    Western Digital (NASDAQ: WDC) made heads turn when it recently reported record fourth quarter results which were a huge contrast from the troubles it faced during the Thailand floods. And while Western Digital was on the path to recovery, rival Seagate (NASDAQ: STX) whose manufacturing units went relatively unscathed, enjoyed higher selling prices and consequently higher profits due to an overall shortage in the hard disk drive market. But in more »

  • Is it Game Over for Zynga?

    By Keki Fatakia - August 3, 2012 | Tickers: AAPL, FB, GOOG, ZNGA

    Astonished, amazed, nonplussed and flabbergasted!!! Just a few words to describe the feeling Zynga (NASDAQ: ZNGA) gave its shareholders on July 26 when it posted a significantly worse second quarter result, which in turn sent the shorts on Wall Street on a feeding frenzy like a bunch of hungry piranhas.

    The result was a steep 40% drop off the cliff for the stock to around $3 levels. But the destruction more »

  • What lies ahead for Baidu?

    By Keki Fatakia - July 28, 2012 | Tickers: AAPL, BIDU, FB, GOOG

    The Chinese internet search company Baidu (NASDAQ: BIDU) is still powering ahead as demand for online advertising remains strong regardless of concerns surrounding a slowdown in the Chinese economy.

    This is evident from the fact that the company’s second quarter revenue rose almost 60% to $858.8 million from the prior year period. Not to mention the leap in net income by almost 70% to $436 million.

    While big more »

  • Should you Give up on Intel?

    By Keki Fatakia - July 26, 2012 | Tickers: AMD, AAPL, ARMH, INTC, MSFT, NVDA, QCOM

    Intel’s (NASDAQ: INTC) lowered growth outlook didn’t come as a surprise to me. The company had earlier predicted that its full year’s revenue would grow in the high single digit percentage. But recently, along with its second quarter results, the chip giant revised its growth estimate to about 3% to 5%. Many saw this coming when International Data Corporation (IDC) recently revealed stats indicating a slight decline more »

  • Is This Tech Giant a Good Turnaround Play?

    By Keki Fatakia - July 25, 2012 | Tickers: AAPL, CSCO, HPQ, IBM, LXK, MSFT

    Tech giant Hewlett Packard (NYSE: HPQ) seems to be getting slapped from all sides. Recently, the company’s stockholders got a jolt when peer, Lexmark (NYSE: LXK) slashed its second quarter revenue and profit projections due to weakening demand from European countries and adverse exchange rates. This news, in turn, made HP investors worried about its own printing business which has struggled for quite some time.

    Business customers, which form more »

  • Will Yahoo Get Back on its Feet Again?

    By Keki Fatakia - July 20, 2012 | Tickers: GOOG, MSFT, YHOO

    Yahoo (NASDAQ: YHOO) is all set to get a new CEO, Marissa Mayer who has previously worked with Google (NASDAQ: GOOG). The company hopes that Marissa’s experience would help it reverse the loss in market share it has been experiencing for the last three years.

    If you’ve been counting, Yahoo has seen four CEO’s exit in the past four years, leaving Marissa as the fifth to grace more »

  • Is OCZ Worth your Money?

    By Keki Fatakia - July 17, 2012 | Tickers: AMZN, FIO, LSI, OCZ, VMW

    OCZ Technology Group (NASDAQ: OCZ), whose products mainly include solid-state drives (SSDs), came out with a wider than expected fiscal first quarter loss, even though it did report a robust growth in revenue. Since then, Wall Street gave a severe pounding to the stock price. So is Wall Street’s reaction to OCZ’s performance justified?

    Well, let’s take a brief look at what OCZ produced in its first more »

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