Subhadeep Ghose

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  • Is Buying This Stock a Good Idea?

    By Subhadeep Ghose - August 15, 2013 | Tickers: EXPE, OWW, PCLN

    Online travel website Priceline.com (NASDAQ: PCLN) is one company that is truly aware of the meaning of ‘ups and downs.’ 

    The stock that had reached an all-time high of $990 before the Internet boom went bust plunged to a record low of as much as $6 after that. Since then, however, Priceline’s rise can be described as being nothing less than meteoric, managing to outperform not just the more »

  • Are There Any Alarm Bells Ringing At Google?

    By Subhadeep Ghose - August 5, 2013 | Tickers: AAPL, FB, GOOG

    Mountain View-based search engine specialist Google (NASDAQ: GOOG) may just be starting to witness the first signs of a relative slowdown in its core business – online advertising revenue generation. This became evident when the company reported its latest quarterly earnings, when it showed that it had yet to master the technicalities of mobile monetization as we all move into a post-PC world.

    As more and more users started to access more »

  • Make Hay While the Sun Shines With This Stock

    By Subhadeep Ghose - July 30, 2013 | Tickers: ARMH, INTC, QCOM

    Semiconductor manufacturer Qualcomm (NASDAQ: QCOM) seems to have bucked the trend once again. Thanks to disappointing earnings results reported by smartphone manufacturing companies such as HTC and Samsung Electronics, industry watchers became worried about signs of a slowdown in smartphone adoption around the world.

    But then, with Qualcomm’s revenue and net income both remaining above Street expectations in its third-quarter results, such doubts seem to have been dispelled, at more »

  • Should You Take This Company’s Words With A Pinch Of Salt?

    By Subhadeep Ghose - July 23, 2013 | Tickers: ARMH, INTC, QCOM

    For any company, merely possessing the best of technology required to deliver the latest products is not enough until and unless you have takers for those products. As things stand at present, that’s something which is certainly applicable to chip behemoth Intel (NASDAQ: INTC), as the company is still swimming against the tide in a world that is witnessing a rapid decline of personal computers. As pc shipments continue more »

  • This Is Why You Should Think Twice About Microsoft

    By Subhadeep Ghose - July 16, 2013 | Tickers: AAPL, MSFT, NOK

    Redmond-based Microsoft (NASDAQ: MSFT) is often considered to be a laggard in the otherwise fast-changing tech industry. It has missed the bus on several occasions, such as failing to capitalize on the smartphone and tablet revolution at the time it happened, and the results are pretty obvious as the company is still struggling to gain a foothold with its Windows 8 phone operating platform. But more than that, the general more »

  • Nokia: No Risk, No Gain

    By Subhadeep Ghose - July 3, 2013 | Tickers: AAPL, BBRY, NOK

    Those who have read my previous blog on Finnish smartphone maker Nokia’s (NYSE: NOK) recent fortunes would recall how I had spoken of the advantages of the company’s acquisition of the Nokia Siemens Networks wireless equipment venture. And it seems that management has indeed found this to be a profitable proposition, something that I’m sure would put them in good stead in their present hour of crisis more »

  • Why It’s Time To Bid A Fond Adieu to BlackBerry

    By Subhadeep Ghose - July 2, 2013 | Tickers: AAPL, BBRY, NOK

    If there’s any one factor that I need to choose to describe Waterloo, Ontario-based Research in Motion, or now BlackBerry’s (NASDAQ: BBRY) present downfall, I would undoubtedly opt for the management’s "lack of credibility." The very fact that Mr. Heins and his men were not keen to discuss the sales figures of the company’s BB10 based devices until quite sometime into the quarterly conference call was more »

  • Oracle: Better Late Than Never

    By Subhadeep Ghose - June 26, 2013 | Tickers: ORCL, CRM, WDAY

    In my last article on tech behemoth Oracle (NYSE: ORCL), I had stated that merely blaming the company’s sales staff for its poor third quarter performance (when the results missed analyst expectations by a wide margin) was not the true picture as presented by the company’s management. And it seems like my words have come true as revenue came in below Street expectations as part of the company more »

  • Microsoft: Why You Still Can’t Afford to Rest Easy

    By Subhadeep Ghose - June 17, 2013 | Tickers: GME, MSFT, SNE

    Once again, Redmond-based Microsoft (NASDAQ: MSFT) has successfully demonstrated how to ruin a great product and an otherwise stable source of revenue by broader plans that are not in sync with the real world. And that gives a fresh start to Sony (NYSE: SNE), a company that’s been down in the dumps for quite some time now and has actually been the target of an activist investor in recent more »

  • Should You Doubt This Company’s Prospects?

    By Subhadeep Ghose - June 7, 2013 | Tickers: ARMH, INTC, QCOM

    British chip designer ARM Holdings (NASDAQ: ARMH) is a company that has inspired immense confidence within the tech industry for quite some time now, and the optimism has trickled down to the Street as well, as the company has delivered stellar results over the past few quarters. The main reason behind that has been the fact that ARM-designed chips that are, in turn, manufactured by companies such as Qualcomm (NASDAQ: QCOMmore »)

  • Google: Hard Reality Or Plain Euphoria?

    By Subhadeep Ghose - June 4, 2013 | Tickers: AAPL, GOOG, MSFT

    Mountain View-based search engine specialist Google (NASDAQ: GOOG) has again confirmed the existence of another product that has helped churn the rumor mills for quite some time now – the supposedly path-breaking X phone. As the company’s Motorola Mobility smartphone unit confirmed the planned launch of the ‘Moto X’ handset, the one question that some investors will be sure to ask is whether this would be the year 2007 revisited more »

  • Does It Pay to Believe in This Company?

    By Subhadeep Ghose - May 28, 2013 | Tickers: DELL, HPQ, MSFT

    Faith can move mountains, as they say, and time and again we have seen its incredible ability to hold sway over millions of people. And despite all its number-crunching analytic stance, even Wall Street does not seem to be immune to its effects, as was evident in its reaction to the latest quarterly results of ex-PC industry giant Hewlett-Packard (NYSE: HPQ).

    CEO Meg Whitman and her team seem to have more »

  • Is This Company Feeling Insecure by Any Chance?

    By Subhadeep Ghose - May 14, 2013 | Tickers: BRCM, NVDA, QCOM

    The PC industry took a big hit in 2012 and witnessed a substantial 13% slump in shipments from January through March this year, according to research firm IDC, which spelt bad news for a number of companies. One of these which was expected to take a big hit was graphic chips specialist NVIDIA (NASDAQ: NVDA). That’s because NVIDIA is considered to be the King of PC and console-based gaming more »

  • Here’s Something Good That’s Happening At This Company

    By Subhadeep Ghose - May 8, 2013 | Tickers: ARMH, INTC, QCOM

    I was never very hopeful about Santa Clara-based chip maker Intel (NASDAQ: INTC). Technically dubbed as a mature company, Intel’s nemesis seems to be the ‘old world charm’ associated with it, an image which it’s desperate to put behind its back. The sagging fortunes of the PC industry, and the subsequent shift in user-based loyalties towards smartphones and tablets, has taken its toll on companies like Intel, as more »

  • Is There a Problem With This Company?

    By Subhadeep Ghose - April 30, 2013 | Tickers: BRCM, INTC, QCOM

    The Street can be your friend at one moment, and your enemy the very next, a fact which was recently realized by semiconductor manufacturer Qualcomm (NASDAQ: QCOM) as its shares fell by a substantial 6% post the company declaring its second quarter results. Qualcomm, which has had an early headstart in the field of Long Term Evolution (LTE) technology and is a pioneer of the Code Division Multiple Access (CDMA more »

  • This Is Why Google’s Dominance Is All Set To Continue

    By Subhadeep Ghose - April 24, 2013 | Tickers: AAPL, GOOG, MSFT

    The world of technology certainly mirrors life in one aspect, which is the one constant factor of ‘change.’ The ability to evolve with the changing times is an essential requirement for a company’s success, and companies such as BlackBerry that failed to do so initially are now having a lot of catching up to do. One company that has successfully utilized this ability to carve out a solid success more »

  • Is This Company Merely Trying To Put Up A Brave Face?

    By Subhadeep Ghose - April 19, 2013 | Tickers: INTC, MSFT, QCOM | Editor's Choice

    Is chip maker Intel (NASDAQ: INTC) holding back some pleasant surprises from us or is it just a plain and simple case of ego-related foolhardiness? That seems to be the most pertinent question to ask as the chip behemoth came out with first quarter earnings figures, when top and bottom lines continued to take a hit, due largely to the slump in the PC industry. In fact, for a company more »

  • Is This Company Merely Trying To Put Up A Brave Face?

    By Subhadeep Ghose - April 17, 2013 | Tickers: INTC, MSFT, QCOM

    Is chip maker Intel (NASDAQ: INTC) holding back some pleasant surprises from us or is it just a plain and simple case of ego-related foolhardiness? That seems to be the most pertinent question to ask as the chip behemoth came out with first quarter earnings figures, when top and bottom lines continued to take a hit, due largely to the slump in the PC industry. In fact, for a company more »

  • This Is Why It Pays to Keep Your Faith in This Company

    By Subhadeep Ghose - April 15, 2013 | Tickers: AMD, INTC, MSFT, NVDA

    In my previous article on chip-maker Advanced Micro Devices (NYSE: AMD), I had made a quick mention of how the company attracted top-level talent in an attempt to fine-tune its efforts towards the SoC (System-on-a-Chip) integration process. And now, it seems this beleaguered tech company is on the correct path to recovery as Redmond-based Microsoft (NASDAQ: MSFT) announced that it will utilize AMD processors for its next generation Xbox game more »

  • Why This Is Still the Time to Get This Stock by the Handful

    By Subhadeep Ghose - April 12, 2013 | Tickers: AAPL, FB, GOOG

    A lot of recent analyst reports seem to have expressed concern at the fact that tech giant Google (NASDAQ: GOOG) may have inadvertently given rise to its biggest enemy from within by making its Android operating system an open-source platform. Those concerns seem to have surged with the introduction of Facebook’s (NASDAQ: FB) ‘Home’ software specifically created by twisting and turning Android in a way that completely changes the more »

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