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Naveen Selvaraj
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Naveen Selvaraj
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Articles (42)
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42
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Comments (19)
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Semiconductor Margins Bouncing Back, But What About Revenues?
on Nov 18, 2009
•
AMAT
,
AMD
,
ASML
Tech Sector Sees a Return to Normalcy
on Nov 17, 2009
•
AAPL
,
CSCO
,
GOOG
Tech Sector: Does R&D Spending Matter?
on Nov 12, 2009
•
AAPL
,
BRCM
,
FSLR
Cisco Reveals Makeover Plans, As Network Spending Recovers
on Nov 06, 2009
•
CSCO
,
EMC
,
IBM
Success Factors: Going for Break-Even Rather than Revenue Growth?
on Oct 29, 2009
•
CRM
,
CTCT
,
N
Sohu: Stagnating Profits and EPS Growth
on Oct 27, 2009
•
SOHU
Solid Execution Makes Western Digital a Compelling Stock
on Oct 27, 2009
•
STX
,
WDC
Broadcom: Rich Valuations, Poor Expense Management Cloud Future Prospects
on Oct 26, 2009
•
ATHR
,
BRCM
,
TXN
Lawson Reports Improved Large Deal Flow but Concentration Risk Is a Big Dampener
on Oct 07, 2009
•
LWSN
,
ORCL
,
SAP
Accenture: Why This Revenue Leader Is Not the Leader by Market Value
on Oct 06, 2009
•
ACN
,
INFY
,
WIT
Oracle Earnings: License Revenue Decline Isn't a Major Concern
on Sep 17, 2009
•
ORCL
Tech Sector Earnings: Non-Operating Income Falls Despite Surge in Net Cash Positions
on Sep 02, 2009
Tech Sector: Invest in the Eco-System Owners
on Aug 28, 2009
•
AAPL
,
HPQ
,
IBM
Tech Sector June 2009 Quarter Earnings Analysis, Part I
on Aug 26, 2009
•
AAPL
,
CSCO
,
EMC
Net App Lost Data Domain to EMC but Gained Growth Momentum
on Aug 21, 2009
•
EMC
,
NTAP
Hewlett-Packard: Fourth Quarter Guidance Is Comforting
on Aug 19, 2009
•
AAPL
,
DELL
,
HPQ
Autodesk: Not Out of the Woods Yet, Despite Earnings Call Optimism
on Aug 17, 2009
•
ADSK
Cognizant's Business Model Has Short-Term Edge
on Aug 05, 2009
•
CTSH
,
INFY
,
WIT
Security Software Vendors: Over-Valued, But Possibly Ripe for Acquisitions
on Aug 03, 2009
•
CHKP
,
MFE
,
SYMC
Akamai: Short of Expectations, But Long-Term Growth Story Remains Intact
on Jul 30, 2009
•
AKAM
,
LLNW
Western Digital: Better Inventory Management Helps It Pull Ahead of Seagate
on Jul 29, 2009
•
STX
,
WDC
EMC's Data Domain Acquisition: A Sign of Desperation
on Jul 28, 2009
•
DDUP
,
EMC
,
NTAP
Microsoft or Intel: Whose Results Better Reflect the PC Demand Environment?
on Jul 27, 2009
•
AMD
,
INTC
,
MSFT
AMD: Expenses Must Be Aggressively Reined In
on Jul 23, 2009
•
AMD
,
INTC
,
NVDA
The Arithmetic Behind IBM's 2009 EPS Guidance Revision
on Jul 20, 2009
•
ACN
,
IBM
,
MSFT
Intel Q2 Results: 'Today Is So Yesterday'
on Jul 19, 2009
•
AAPL
,
INTC
,
NOK
How Does Accenture Today Compare to Post Dot-Com Bust?
on Jun 26, 2009
•
ACN
,
CTSH
Can Oracle Protect Its Robust Margins Even with Recent Sun Acquisition?
on Jun 24, 2009
•
BEAS
,
HYSL
,
JAVA
For Software Companies, Non-GAAP EPS Is Best Left Ignored
on Jun 22, 2009
•
ADBE
,
ADSK
,
ANSS
Research In Motion vs. Nokia
on Jun 19, 2009
•
AAPL
,
NOK
,
PALM
Adobe's Earnings: Can Flash Platform Revenues Compensate for Frugal Corporate Spending?
on Jun 18, 2009
•
ADBE
,
ADSK
Silicon PrecisionWare: This Volume Driven Business Can Use Consolidation
on Jun 17, 2009
•
AMKR
,
ASX
,
SPIL
1
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Latest Comments on Naveen Selvaraj's Articles
NR
on
Success Factors: Going for Break-Even Rather than Revenue Growth?
: wow.. I liked this article. Good comparison with CRM historical...
more »
Naveen Selvaraj
on
Tech Sector: Does R&D Spending Matter?
: Gaga, You are right. This was exactly my thought when I was...
more »
gaga555
on
Tech Sector: Does R&D Spending Matter?
: Having worked at one of the companies that made the list, I can...
more »
Sunil Shah
on
Solid Execution Makes Western Digital a Compelling Stock
: Windows 7 will lead to a material shift in HDD sales, as...
more »
JamesApple
on
Tech Sector: Does R&D Spending Matter?
: Rim spends its money on stock buyback instead of R&D. Rim had been...
more »
knujlla
on
Cisco Reveals Makeover Plans, As Network Spending Recovers
: While not a comment on the central premise of this article, I did...
more »
Chkrazer
on
Success Factors: Going for Break-Even Rather than Revenue Growth?
: yes .. very insightful article ... I'm long CRM
more »
granger
on
Success Factors: Going for Break-Even Rather than Revenue Growth?
: thanks, great info
more »
Naveen Selvaraj
on
Solid Execution Makes Western Digital a Compelling Stock
: I guess you had positions in WDC a while ago. For the last year or...
more »
Tom Armistead
on
Solid Execution Makes Western Digital a Compelling Stock
: Went long WDC today.
more »
Gravity404
on
Accenture: Why This Revenue Leader Is Not the Leader by Market Value
: Oh Naveen, Ouch! Bad timing I guess. INFY raises forecast and...
more »
Gravity404
on
Accenture: Why This Revenue Leader Is Not the Leader by Market Value
: We'll see what happens in the next five years!!!! You didn't...
more »
Naveen Selvaraj
on
Accenture: Why This Revenue Leader Is Not the Leader by Market Value
: I have included marketcap and operating profits/margins...
more »
Naveen Selvaraj
on
Accenture: Why This Revenue Leader Is Not the Leader by Market Value
: Well despite all this if Infosys and Wipro make more margins than...
more »
longyield
on
Accenture: Why This Revenue Leader Is Not the Leader by Market Value
: What you also fail to mention is that ACN is much cheaper than...
more »
Latest Comments on Naveen Selvaraj's Articles
Latest Comments on Naveen Selvaraj's Articles