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SAP AG Beats Zacks Consensus – Analyst Blog

Zacks Market Commentaries (November 3rd, 2009) Writes:
SAP AG (SAP) reported third quarter of 2009 net income from continuing operations of 60 cents per share, compared to the Zacks Consensus Estimate of 58 cents. U.S. GAAP software and software-related service revenues were €1.94 billion (previous year: €1.99 billion), a decrease of 3%. U.S. GAAP total revenues were €2.51 billion (€2.76 billion), a decrease of 9%. U.S. GAAP software revenues were €525 million (€763 million), a decrease of 31% (30% at constant currencies). In the third quarter of 2009, SAP closed major contracts in several key regions including Dagrofa/SuperGros, Prada S.p.A., SeverStal OAO, Surgutneftegaz OAO, Swiss Life AG, and Telefonica, S.A. (TEF) in EMEA; Banco Industrial S.A., ConocoPhillips (COP), Dolby Laboratories (DLB), Fairfax County, Research In Motion Limited (RIMM) and Valero Services Inc. in Americas; and APL Co. Pte. Ltd, Department of Foreign Affairs and Trade, Australia, HDFC Standard Life ...

SRS Making Sound Advances – Analyst Blog

Zacks Market Commentaries (July 2nd, 2009) Writes:

SRS Labs (SRSL) has announced that its SRS Premium Sound is gaining popularity with several leading computer manufacturers such as Asustek Computer, BenQ Corporation, NEC Corporation, AOC Corporation (AOC), MSI Computer Corp. and Samsung.

Management reported that an increasing percentage of laptop computers, net books and all-in-one PCs for the Asian market were being equipped with SRS Premium Sound. The product was developed with the PC market in mind, where design constraints usually result in poorer sound quality when compared with entertainment devices.

SRSL's first quarter results were very strong, with the computing segment alone growing 80.8% sequentially. We expect the company to continue seeing significant growth, driven by increasing licensing revenue from BenQ, NEC and Hewlett-Packard (HPQ) through the rest of the year.

The company also saw home entertainment revenue increasing 17.9%. Compare these results with audio giant Dolby Laboratories (DLB), which saw

...

Sales at the Expense of Profits Doesn’t Work – Screen of the Week

Kevin Matras (April 14th, 2009) Writes:
Stocks highlighted in this article are: Advent Software, Inc. (...

Dolby Labs Showing Terrific Return on Equity

Eric Cheshier (December 20th, 2008) Writes:
Passing on this article on Dolby Labs from Inside Futures - looks promising:  Dolby Laboratories (DLB) engages in the development and delivery of products and technologies for the entertainment industry. The company offers products comprising traditional cinema processors, digital cinema products, digital 3D products, digital media adapters, broadcast products, and live sound products, which are used in ...

DTS Premium Up Too High – Analyst Blog

Zacks Market Commentaries (September 2nd, 2008) Writes:

Increasing demand for DTS, Inc.’s (DTSI) technologies in emerging applications such as cars and PCs augur well for the company’s earnings growth. The company is also diversifying its business in the virtual audio technology and broadcast market, and is enhancing the use of DTS technology in standard definition applications, which we believe will drive revenue growth in 2009 and beyond.

Moreover, with the completion of the sale of its Digital Cinema business, DTS should be able to concentrate on the Consumer business and benefit from the anticipated acceleration of the high definition cycle. Nevertheless, we think valuation multiple expansion is unjustified, given the risks posed by a worse-than-expected consumer-led economic slowdown, and rate the stock a Sell.

The company’s fortunes depend on the rate at which consumers adopt technologies, like DVDs and home theaters. Apart from the current economic slowdown, which we anticipate will continue to dampen earnings growth; we

...

DTS Premium Up Too High – Analyst Blog

Zacks Market Commentaries (September 2nd, 2008) Writes:

Increasing demand for DTS, Inc.’s (DTSI) technologies in emerging applications such as cars and PCs augur well for the company’s earnings growth. The company is also diversifying its business in the virtual audio technology and broadcast market, and is enhancing the use of DTS technology in standard definition applications, which we believe will drive revenue growth in 2009 and beyond.

Moreover, with the completion of the sale of its Digital Cinema business, DTS should be able to concentrate on the Consumer business and benefit from the anticipated acceleration of the high definition cycle. Nevertheless, we think valuation multiple expansion is unjustified, given the risks posed by a worse-than-expected consumer-led economic slowdown, and rate the stock a Sell.

The company’s fortunes depend on the rate at which consumers adopt technologies, like DVDs and home theaters. Apart from the current economic slowdown, which we anticipate will continue to dampen earnings growth; we

...

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