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Subhadeep Ghose

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  • 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 »

  • Why This Is Still The Time To Get This Stock By The Handful

    By Subhadeep Ghose - April 7, 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 more »

  • It’s Time To Get Your Hands On This Stock, Once Again!

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

    The recent years have spelled out a typical riches-to-rags story for Finnish smartphone maker Nokia (NYSE: NOK) and they have nothing but their own complacency to blame. The company missed two major market trends by ignoring the demand for clamshell phones and then following it up with its disastrous decision to sidestep the consumers’ newfound love for touch screen devices. The latter blunder proved to be the proverbial nail in more »

  • The Hard Truth Behind BlackBerry’s Newfound Optimism

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

    Let me begin by saying that on the whole, I’m happy about the good show Canada-based Research in Motion, or now BlackBerry (NASDAQ: BBRY) has put up in the fourth quarter. After all, this is one company that has truly initiated quite a few milestones in the smartphone evolution and I’m sure nobody really wants to see the fall of an icon.

    Having said that, investors need to more »

  • Is Oracle Really Telling Us The Whole Truth?

    By Subhadeep Ghose - March 25, 2013 | Tickers: ORCL, CRM, SAP

    There are some companies that comprise the very foundation upon which the Street performs its stock-based twists and turns and tech behemoth Oracle (NASDAQ: ORCL) happens to be one of them. So when such companies start taking a hit, investors’ faith in the whole cycle of events tends to become shaky. Beating Street expectations had become a regular habit for this software and hardware giant, until the company’s third more »

  • Apple: Why This Is The Right Time To Strike At The Enemy

    By Subhadeep Ghose - March 20, 2013 | Tickers: AAPL, BBRY, GOOG

    Well, the good news is about to be revealed for diehard Apple (NASDAQ: AAPL) loyalists. If recent reports are to be believed, the company’s quarterly dividend yield will go up by a whopping 56%, making it one of the best paying companies among peers in the country’s tech scenario. If that’s what Apple is planning to do with its load of cash, this may be another very more »

  • Is This Stock Worth Holding Onto?

    By Subhadeep Ghose - March 15, 2013 | Tickers: AAPL, BBRY, NOK | Editor's Choice

    When I had earlier spoken out in favor of Canadian smartphone maker Research in Motion’s (NASDAQ: BBRY) prospects in emerging countries, there was a small condition attached – the company had to get the pricing and promotion right. While the promotional part was taken care of, the pricing strategy went horribly wrong.

    The shocking price tag

    Let’s face it. Blackberry smartphones are still a big draw among young consumers more »

  • Why This Stock Is Happiness Personified

    By Subhadeep Ghose - March 7, 2013 | Tickers: BRCM, INTC, NVDA, QCOM

    In my most recent coverage of semiconductor company Qualcomm (NASDAQ: QCOM), I had spelled out the fundamentals that make this stock a great addition to your portfolio. And now it seems the party’s reaching a new high, as the company rewards its loyal investors with a whopping 40% increase in its quarterly dividend, coupled with a share buyback program worth $5 billion. What makes its management so confident about more »

  • Apple – Three Reasons To Break Into A Big Smile

    By Subhadeep Ghose - March 6, 2013 | Tickers: AAPL, CMGE, GOOG

    With some shareholders of tech giant Apple (NASDAQ: AAPL) feeling a little jittery about the future of the stock, now is probably the best time for CEO Tim Cook to prove that he is a true multitasker. Three factors  should help him in this regard: a cheaper iPhone altogether, a possible collaboration with China Mobile (NYSE: CHL) through an upgraded version of the current iPhone model, and an innovative iWatch more »

  • This Company’s Still Way Off The Mark

    By Subhadeep Ghose - February 28, 2013 | Tickers: ARMH, INTC, QCOM

    The more I think about Santa Clara, Calif.-based Intel (NASDAQ: INTC), the more I can’t help feeling truly pessimistic about the company. This organization is truly running a marathon, but in the world of technology, where even smaller rivals are sprinting ahead in the race, Intel’s efforts might be too slow to produce results.

    The news that Altera, a market heavyweight that designs chips for phone-networking equipment more »

  • There’s Still No Reason To Doubt This Company

    By Subhadeep Ghose - February 21, 2013 | Tickers: BRCM, NVDA, QCOM

    Graphics chip specialist NVIDIA (NASDAQ: NVDA) displayed robust performance in its fiscal fourth-quarter earnings, where profits exceeded Street expectations. But the company's future is still bothering some of the analysts who track it.

    NVIDIA gave a lower-than-estimated revenue forecast for the current quarter. The chief culprit, according to the company, continues to be the worldwide fall in PC sales, as people increasingly shift to smartphones and tablets. As expected more »

  • Thank Your Stars If You Own This Stock, If Not Go Get It

    By Subhadeep Ghose - February 7, 2013 | Tickers: NVDA, QCOM, TXN

    In my previous article on semiconductor giant Qualcomm (NASDAQ: QCOM), I made an attempt to spell out the real reasons why this stock should help you reap benefits looking ahead. And now, it seems the good times are set to last all through this year based on the same fundamentals. The company posted a whopping 36% y-o-y rise in profits that beat analyst estimates by a long way. Revenue witnessed more »

  • Why You Shouldn’t Let Go Of This Stock Yet

    By Subhadeep Ghose - January 30, 2013 | Tickers: AMD, ARMH, INTC

    The recent fourth quarter results declared by chip-maker Advanced Micro Devices (NYSE: AMD) only serves as a grim overall reminder of the perils of depending on a fading PC industry. It has brought down behemoths like Intel (NASDAQ: INTC), with a commanding 96% chip-based presence in the planet’s computers, and now threatens to tumble smaller rival AMD with its meager 4% share. And as usual, the small guy here more »

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