The solar industry has been enjoying a strong recovery for more than a year. However, the rising price of solar panels could harm the entire industry.
The flash storage arena is getting competitive, as EMC is targeting this segment for future growth. However, Fusion’s Atomic Series puts it in a strong competitive position.
The rise of convertibles is going to benefit Intel in the future. The company will neutralize the slowing PC market growth through its Core M processors that are suitable for convertibles.
Apple may have lost its innovation leadership to other players by sticking to its two most successful products, the iPad and iPhone. The company is finally exploring new avenues for growth amid increasing threats from quality products like the Surface Pro 3 and Samsung Galaxy S5.
The inability of Yingli to generate profit, along with its high-debt capital structure and low quick ratio, paints a worrying liquidity picture of the company. However, the increase in China’s solar targets may help Yingli’s cause.
The Sprint/T-Mobile merger cannot be ruled out as Softbank’s case is a strong one. The merger is possible, if not probable, but the FCC can also go down the spectrum road in order to improve competition.
The solid growth that the solar industry has shown over the last couple of years is expected to continue. However, supply is still overtaking demand and prices are coming down, which is squeezing margins for the entire industry.
The solar industry is set to grow due to anticipated demand, but margins will be capped because of pricing pressure. Companies with a downstream business and a balance-of-system model are expected to enjoy higher margins.
Low internet penetration levels in China provide room to grow. Baidu, the market leader, is likely to continue its upward trend with more capital and better technology.
Microsoft got a positive response to its Surface Pro 2, but sales were lukewarm at best. However, the new Surface Pro 3 has the potential to take the industry by surprise.
The popularity of handhelds has led to trouble for Hewlett-Packard. HP has been badly hurt by this growth, but it's bouncing back with more focus on cloud services.
SolarCity has shown significant top-line improvement but is still lacking on the bottom line. The company will have to increase focus on high-margin segments to turn profitable.
The sale of Nokia's devices segment has generated a lot of cash and is now enabling the company to focus on its networking solutions. It already has the market leadership in 4G LTE and is also ahead in 5G research.
Rackspace might have been a first-mover in the cloud industry, but it no longer holds the advantage. Larger players like Google, Amazon, and Microsoft are tightening the noose with price competition.
QLogic is involved in the design and marketing of network infrastructure products for computer data communication. The rise of portable devices and the need for data has increased demand for the company's products.
Intel has ruled the PC and servers space with its x86 architecture in the past. However, its failure in the handheld space may force it to consider the foundry business.
AMD is trying surprise the semiconductor industry by embracing both x86 and ARM. This strategy not only gives it an edge over competitors but also something to fall back on if things don't go as planned.
The semiconductor industry is rapidly evolving due to the recent partnership between Samsung and GlobalFoundries. This partnership will put pressure on both Taiwan Semiconductor and Intel to come up with better products.
The growth in hand-held devices has led to faster memory solutions. SanDisk's superior technology gives it an edge in this growth environment.
The recent announcement of a buyback program, and a possibility of dividends, significantly increases the viability of Juniper as a long-term investment. The growth in data consumption and rallies spurred by share buybacks will also help the investor’s cause.