The Trefis Top 5 – Today's Insights


The following is a collection of today's top insights regarding Intel ( INTC ), E-Trade ( ETFC ), Yahoo ( YHOO ), Cisco ( CSCO ), and Best Buy ( BBY ).

Is Intel's Position Atop the Server Processor Hill in Danger?

Intel ( INTC ) competes with Advanced Micro Devices (AMD) and Nvidia (NVDA) in the PC microprocessor and graphics businesses. We estimate that about 26% of Intel's value comes from server microprocessors due to its supreme command in this market. But could this position atop the hill be at risk given recent developments? Below we examine the possibility of a drop in Intel's market share in this space and how it could affect the company's stock value…

Read the full article on Intel here

A "Social" Cause: E-Trade Social Networking Platform Spells Stock Upside

E-Trade ( ETFC ) seems to have a finger on the pulse of its customers. That would explain the launch of the E*TRADE Community - the latest attempt by an online brokerage firm to harness the power of social networking for investors to "connect with each other, share ideas, and validate their investment strategies". With many casual and retail investors preferring peer outlooks to analyst reports while making their investment decisions, this move can go a long way for E-Trade in attracting new customers. Whether competing online brokerages Charles Schwab Corporation (SCHW), Ameritrade (AMTD) and Fidelity will follow suit with new feature launches remains to be seen…

Read the full article on Cisco here

Local Marketing: Growth Trend to Watch Out for Yahoo!

Although Yahoo ( YHOO ) has not been able to catch up with the overall online advertising growth, this has not deterred the company from experimenting with growth areas. In the online advertising market, local marketing is one of the upcoming trends and has attracted players like Google (GOOG), AOL (AOL) and Facebook in addition to Yahoo. Here we will analyze the growth prospects of this trend and how it could benefit Yahoo in particular. We currently maintain $17.88 price estimate for Yahoo stock, which is about 6% above market price…

Read the full article on Yahoo here

New Flip Cam Feature Great for Users, an Afterthought for Investors

The announcement of new apps by Cisco's ( CSCO ) Flip camera business is a handy addition to Flip camera users, but not that handy to the company's value. Here we take a look at the impact of this development from a stock value perspective. Cisco competes with Juniper (JNPR) and Alcatel-Lucent in the network equipment business…

Read the full article on Cisco here

Best Buy Connect is a Step in the Right Direction

Best Buy ( BBY ), although facing issues with its traditional business, seems to be making progress in the connectivity arena. Apart from offering products like smartphones and tablets, Best Buy has also been pushing forward on its wireless broadband service in order to aid the stunted sales and counter competitive pressure from large retailers like Wal-Mart (WMT), Amazon (AMZN) and Costco (COST)…

Read the full article on Best Buy here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

This article appears in: Investing , Investing Ideas , Stocks , US Markets

Referenced Stocks: BBY , CSCO , ETFC , INTC , YHOO



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