quarterly

Intel's Atom processor lifted processor shipments in the third quarter but the future for overall processor shipments is uncertain, IDC said.

Worldwide PC microprocessor shipments in the third calendar quarter of 2008 reached record levels again, according to market researcher IDC. However, the outlook for the processor market in the fourth quarter and 2009 is "very murky," said Shane Rau, director of Semiconductors: Personal Computing research at IDC, in a statement.

Worldwide PC processor unit shipments grew 14 percent quarter over quarter and 15.8 percent year over year, while market revenue grew 7.6 percent from … Read more

This post was updated at 2:20 p.m. PDT to include Amazon's announcement that it won't launch an upgraded Kindle until next year.

Amazon's third-quarter revenue was in line with analyst expectations, but e-commerce doesn't appear to be immune to the economic slump pounding offline and online retailers alike.

For the quarter ended September 30, Amazon reported $4.26 billion in revenues, up 31 percent compared with $3.26 billion in third quarter of 2007. The numbers came in on the low side of Amazon's forecasts from last summer. The company said revenue would … Read more

Google shares jumped nearly 9 percent in intraday trading Friday, as analysts chimed in with favorable reports following the company's strong third quarter performance.

Google climbed as high as $384 a share during the day, after reporting a stronger than expected third quarter on Thursday after the markets close. Google's rally marks its second consecutive day of gains, in which its shares have risen as much as 11.7 percent.

Analysts overwhelmingly gave Google a thumbs up in its ability to control costs in the quarter, aiding the company's ability to exceed analysts earnings estimates.

UBS Securities … Read more

Intel is seeing solid results for the Atom processor--possibly giving the first significant evidence of Intel's likely future as a bigger provider of low-cost processors.

Intel confirmed on Tuesday that Atom is hot. CEO Paul Otellini said that Intel didn't meet demand in the third quarter and still can't meet demand. "We did not meed demand in Q3 for the product. We are up again substantially in the fourth quarter. Our expectation is that we will meet demand by the end of the year," Otellini said.

And many of the questions from analysts in Tuesday'… Read more

Nvidia has become a Silicon Valley hot spot for rumors. One is tied to an analyst downgrade Monday, the other to the rumored Apple MacBook refresh.

An analyst rekindled speculation Monday that the world's largest graphics chip supplier would sell off its chipset business, while rumors persist that the company would play a larger role in an expected refresh of the Apple MacBook.

Nvidia shares fell Monday after a Pacific Crest analyst issued a negative report on the company's prospects. In the report, the analyst said "our checks confirm" that Nvidia will exit the chipset business … Read more

Oracle reported improved quarterly earnings Thursday, in part fueled by sales of its Fusion middleware.

Investors applauded Oracle's first-quarter performance, sending its stock up in after-hours trading to $19.20 a share. During regular trading, Oracle closed at $18.75 a share--up nearly 3.6 percent for the day.

Oracle posted net income of nearly $1.1 billion, or 21 cents a share, for the period ending August 31, up 28 percent from the same period a year ago. Excluding charges, Oracle posted earnings of 29 cents a share, beating Wall Street's estimates by 2 cents a share, … Read more

IBM's third-quarter revenues coming out of Europe, the Middle East, and Africa are tracking on a similar growth pattern as the first half of the year, the company announced on Monday in a Securities and Exchange Commission filing.

Big Blue, which is meeting with European investors, said revenue growth during the first two months of the third quarter is "consistent" with the company's EMEA performance during the first six months of the year.

For IBM, that could bode well for its third quarter, given that the EMEA region accounts for roughly a third of its overall … Read more

Novell beat Wall Street's estimates with a solid third quarter, but the real story is in its continued Linux growth. Net revenue rose to $245 million from $237 million in 2007, but Novell's third-quarter loss quadrupled to $15.1 million from $3.7 million in 2007. The company reported its annual adjusted operating margin to be between 8 percent and 10 percent, up from an earlier expected 7 percent to 9 percent.

So, things are looking up.

Nowhere is this clearer than in Novell's Linux revenue, which soared 30 percent, year over year, to $31 million for … Read more

After 10 straight quarters of grabbing a favorable foreign-exchange rate, Google's luck is expected to hit a bump in the third quarter, according to a report Monday by a Wall Street analyst.

The search giant, which relies on more than half of its gross revenues coming from overseas operations, is expected to take a sequential $22 million hit to its third-quarter gross revenue, due to unfavorable exchange rates, according to a report by Collins Stewart analyst Sandeep Aggarwal.

As a result, Google's anticipated international gross revenue is expected to come in at $3.03 billion for the third … Read more