Srdjan Bejakovic
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Recent Articles by Srdjan Bejakovic
Jun 8, 2014
by Srdjan Bejakovic
Citrix Systems Inc.'s Mixed First-Quarter Results
In the first quarter, Citrix Systems reported year-over-year revenue growth driven by healthy networking and SaaS segments. Still, license sales in its core business, desktop and mobile virtualization, are down. Is Citrix suffering from increased competition brought on by VMware?
Jun 4, 2014
by Srdjan Bejakovic
Who Will Be the Big Winner When GPUs Move to the Cloud?
Desktop virtualization is set to explode in the coming years as new technologies finally make it possible to deliver graphics-intensive applications from the cloud. Which companies are making plays in this market and who will be the big winner?
Jun 3, 2014
by Srdjan Bejakovic
Should Investors Get Excited About NVIDIA Corporation's Mobile Business?
Following a disappointing year in 2013, NVIDIA's mobile business seems to be on the rise again, thanks to a strong automotive segment and a focus on high-end devices. But even if revenues keep increasing down the line, will this translate into returns for investors?
May 18, 2014
by Srdjan Bejakovic
Should You Take Advantage of the Dip in Freescale Semiconductor's Price?
Freescale Semiconductor has had a curious history of two IPOs, a private buyout, and close to $10 billion in debt. After a long time, the company seems set to move to profitability. So, the natural question is, is this a good time to buy?
May 5, 2014
by Srdjan Bejakovic
Can Broadcom's Cellular Business Return to Profitability?
Broadcom's biggest segment, mobile and wireless, recorded a loss this quarter as the company tries to adjust to shrinking 3G profits by investing in 4G LTE technologies. Can the cellular business become profitable again at Broadcom, and what happens if it does not?
Apr 28, 2014
by Srdjan Bejakovic
Is QLogic Corporation a Turnaround Play?
QLogic is undergoing a restructuring in order to become more efficient and return to growth. Can it follow in the footsteps of other networking companies that have carried out similar changes and seen big stock-price increases as a result?
Apr 9, 2014
by Srdjan Bejakovic
Are Investors Underestimating Red Hat?
Red Hat is making big investments in cloud-computing technologies, and this is cutting into its margins for the next year. While cloud computing is certainly a big opportunity, will Red Hat eventually profit here, and if so, when?
Apr 7, 2014
by Srdjan Bejakovic
Who Can Stop VMware?
VMware had a great year in 2013 and expects even better results in 2014. While it seems well-poised to continue its growth, it will also need to find ways to handle increasing competition from Microsoft, Cisco, and open-source efforts backed by Red Hat.
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