Word: telecoms
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Software is my favorite sector. It's probably the least impacted by the telecom glut of overcapacity. But within the semiconductor space we have a number of investments, and one of our favorites is the world's largest semiconductor-packaging company, Amkor Technology. Their fundamentals right now are absolutely miserable, and they are losing money, but the stock has stopped going down in spite of the bad news. It is far and away the technology leader in semiconductor packaging...
...with that perky little search engine cum portal Lycos and made it profitable, even as others scrambled for revenues. Lycos beat earnings estimates for 19 consecutive quarters. Last October, as dotcoms melted, Davis pulled off a masterstroke, selling the company to Terra Networks, a subsidiary of the Spanish telecom giant Telefonica, for more than $5 billion, including $2 billion in cash...
...Within a year more than 2,000 Kenyans around the world were mailing each other and receiving news from Kenya via a computer bought with donations from appreciative mailing list users. After finishing a degree in electrical engineering, Makatiani worked in software and as a consultant to a U.S. telecom company before a friend suggested he should turn the mailing list into a business. He formed a company with two Kenyan partners and started charging for the service in 1995. A series of buyouts and takeovers followed until a group of managers including Makatiani took back financial control...
...ilotron Private company based in West Malling, Kent, England CEO: Chris Lilly What it does: Makes an optical core switch Why it is hot: Used in the backbones of big telecom networks, ilotron's optical switch promises huge reductions in cost and makes it easier for carriers to upgrade without replacing a lot of equipment www.ilotron.com...
...dramatically. That's typically when a company clams up--then it's "so long, comfort zone," and the stock jumps around. Last week web-design firm Macromedia forecast low visibility through the quarter, and its stock fell 22%. Others with vision problems include Ericsson, Nortel and Corning. Outside of telecom, Heidrick & Struggles, Kodak and Aetna need a stockthomologist...