H-P (HPQ -1.3%) will today announce a major restructuring that will include the merging of its PC and printing divisions and the departure of printing chief V.J. Joshi, sources tell AllThingsD. Both divisions posted weak sales in H-P's FQ1, as each struggles to cope with cannibalization from rival technologies (tablets for the PC division, online photo sharing for the printing division) [View news story]
They are grasping that needs are changing, hence the merging...what they are not doing is innovating
Oracle (ORCL -0.4%) buys Taleo (TLEO) for $46/share in a deal totaling $1.9B. It's an 18% premium over Taleo's close yesterday. (statement) [View news story]
Never been impressed with Taleo's software, but this definitely fits Oracle's strategy
Surging Jobs Data Signals Strengthening Economy [View article]
It's the trend that matters, not nitpicking on what absolute labor pool should be -- the BLS has been consistent in forecasting the working population, there is no "5 million job gap" from one study to the other.
I completely agree that we need to focus on the subjects (STEM) that really matter in today's competitive global economy.
Surging Jobs Data Signals Strengthening Economy [View article]
You guys are hilarious, when the numbers are bad, you nod your head, when the number are good, you think something fishy must've been going on.
The majority of those that dropped out of the workforce were close to retirement and/or unskilled. That being said, more young people need to join the workforce and acquire the skills this country needs to prosper in the coming decades.
Facebook plans to file for its IPO next week with a valuation set for between $75B-$100B, according to the WSJ. The report nails Goldman Sachs as one of the major players in the deal. (previous rumblings: I, II) [View news story]
Under Armour: Blossoming Company With Excellent Growth Prospects [View article]
Of course they will expand into other sports apparel such as lucrative performance shoes. They have already captured the majority of the compression market and why would they chase ever scarcer dollars there? This is a negative somehow?
Under Armour: Solid Company but Shares Are Significantly Overvalued [View article]
UA is on track to follow Nike as a global powerhouse. It's reasonable to suggest that their sales approach half of Nike's within 10 years based on maintaining or even increasing their 30+% revenue growth. They have a strong brand and explosive potential. Some analysts and investors have expressed concern that they have a cash flow problem because they have booked significant AR as opposed to cash, but I personally see this as more of a red herring because of my faith in management.
It's not unfocused when each "front" has a potentially synergistic effect on other areas of the business. Google wants to be plugged in everywhere and once they establish a beachhead in one area, they have so much integrated functionality to offer.
There's also the multimedia front as Google TV is a potentially disruptive platform. Tough competitors on that front with Comcast, Time Warner, and potentially Netflix and Amazon in the future.
Under Armour: Solid Company but Shares Are Significantly Overvalued [View article]
The following is an incredibly simplistic view, but one that gives me perspective.
UA's market cap is 1/10th Nike's. It is worth half of LULU (!!!). While I believe all 3 of these companies may be overpriced, from a comparison perspective, UA should be much higher.
Management seems solid and ambitious (while not overextending themselves), their brand is strong, their products are of high quality, their time will come.
Just a terrible earnings release. In true management misdirection they tried to blame a 72% revenue drop on arcane, outside factors. They tried to sound reassuring and optimistic even though they are now projecting EPS losses the next quarter. Their core business is dead and the only thing keeping them afloat is their cash/share which is 30% higher than the share price.
I should've realized that electronic handheld learning devices would not catch on in this day and age of smartphones/tablets/la... They are trying to grow their education services, but those efforts will not come to prominence for another few quarters. I own some shares and am disappointed in myself and the company. Hopefully with their huge cash base, they can turning it around. At this point, I look at them as a holding company losing money and with questionable management (how do you miss guidance by 75%?!).
H-P (HPQ -1.3%) will today announce a major restructuring that will include the merging of its PC and printing divisions and the departure of printing chief V.J. Joshi, sources tell AllThingsD. Both divisions posted weak sales in H-P's FQ1, as each struggles to cope with cannibalization from rival technologies (tablets for the PC division, online photo sharing for the printing division) [View news story]
Oracle (ORCL -0.4%) buys Taleo (TLEO) for $46/share in a deal totaling $1.9B. It's an 18% premium over Taleo's close yesterday. (statement) [View news story]
Surging Jobs Data Signals Strengthening Economy [View article]
I completely agree that we need to focus on the subjects (STEM) that really matter in today's competitive global economy.
Surging Jobs Data Signals Strengthening Economy [View article]
The majority of those that dropped out of the workforce were close to retirement and/or unskilled. That being said, more young people need to join the workforce and acquire the skills this country needs to prosper in the coming decades.
Facebook plans to file for its IPO next week with a valuation set for between $75B-$100B, according to the WSJ. The report nails Goldman Sachs as one of the major players in the deal. (previous rumblings: I, II) [View news story]
China Currency Bill: 3 Important Questions To Ask [View article]
Under Armour: Blossoming Company With Excellent Growth Prospects [View article]
Under Armour: Solid Company but Shares Are Significantly Overvalued [View article]
Google's Six-Front War [View article]
Google's Six-Front War [View article]
Under Armour: Solid Company but Shares Are Significantly Overvalued [View article]
UA's market cap is 1/10th Nike's. It is worth half of LULU (!!!). While I believe all 3 of these companies may be overpriced, from a comparison perspective, UA should be much higher.
Management seems solid and ambitious (while not overextending themselves), their brand is strong, their products are of high quality, their time will come.
Systemic Risk Remains Low, Equities Continue to Rise [View article]
Noah Education CEO Discusses F2Q2011 Results - Earnings Call Transcript [View article]
Akamai Falls Back to Earth [View article]
Noah CEO Discusses F4Q10 Results - Earnings Call Transcript [View article]
I should've realized that electronic handheld learning devices would not catch on in this day and age of smartphones/tablets/la... They are trying to grow their education services, but those efforts will not come to prominence for another few quarters. I own some shares and am disappointed in myself and the company. Hopefully with their huge cash base, they can turning it around. At this point, I look at them as a holding company losing money and with questionable management (how do you miss guidance by 75%?!).