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