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Current DateTime: 08:46:35 09 Feb 2012
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    • Cisco Conference Call Update  08 Feb 2012

        CNBC's Jon Fortt has the details from Cisco's conference call, reporting the company expects to see Q3 revenue growth of 5%-7%. Also the Fast Money traders with the second derivative play on Cisco's strong earnings.

    • Cisco & News Corp Report Earnings  08 Feb 2012

        CNBC's Jon Fortt; Shaw Wu, Sterne Agee; and Mark Sue, RBC Capital Markets, discuss Cisco's latest earnings. Also, the update on News Corp's earnings, with CNBC's Julia Boorstin.

    • Apps Give Jolt to U.S. Jobs  08 Feb 2012

        CNBC's Jon Fortt explains how the app trend is not just unique to Silicon Valley, but it's growing nationally too.

    • Today in Tech: Yahoo's Board Shakeup & Cisco Earnings  08 Feb 2012

        Yahoo's board shakeup won't derail talks to spin off Asian assets, and Cisco earnings are particularly important when it comes to how John Chambers manages expectations, with CNBC's Jon Fortt.

    • Massive Shake-Up at Yahoo  07 Feb 2012

        CNBC's Seema Mody and Jon Fortt have the details on a massive shake-up at Yahoo, with four board members leaving. Also, New York's AG abruptly cancelled a news conference over foreclosure abuses; new data shows bankruptcy filings fell 11.5% in 2011; and auditors say the new price tag for the rebuilding of the World Trade Center is almost $15 billion.

    • State of Silicon Valley Now  07 Feb 2012

        CNBC's Jon Fortt has a breakdown on jobs, VC investment and commercial vacancy in the Silicon Valley.

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Current DateTime: 08:46:38 09 Feb 2012
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Preview: This Week's Tech Earnings Bonanza

Published: Monday, 14 Jul 2008 | 9:54 AM ET
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By: Jim Goldman
Silicon Valley Bureau Chief

Earnings Central
Click for more earnings info

Alcoa
[AA  Loading...      ()   ]may have kicked off earnings season last week, but this week, the biggest names in the tech sector take center stage: Intel and IBM tomorrow: eBay Wednesday; Microsoft and Google [GOOG  Loading...      ()   ]on Thursday. There are others of course, but these four will steal the lion's share of attention.

For Intel[INTC  Loading...      ()   ] tomorrow, analysts expect a pretty solid second quarter for the world's largest chipmaker. The company is wiping the microprocessor floor with rival Advanced Micro Devices [AMD  Loading...      ()   ](set to report Thursday, but pre-announcing more staggering charges and what appears to be a deepening financial morass last week). Intel unveiled its latest laptop chips today, code-named Montevina, but essentially Centrino II. Low-power, HDTV on your laptop, WiMax on board. Cool stuff that shows innovation and Moore's Law are both still alive and well in Santa Clara, Calif. Intel will also celebrate its 40th anniversary on Thursday.

Analysts are looking for 25 cents on $9.32 billion. The other key metric: gross margins. The Street expects 56 percent, and fairly lackluster guidance--both already baked into shares.

As we get closer through the week, I'll go deeper into each of these issues, but one thing seems clear; one trend seems to apply to all these specific names, except maybe eBay[EBAY  Loading...      ()   ]: when this recover in the economy takes hold, these are the names that will likely enjoy the dividends first. We've already seen an uptick in PC growth, good for both Intel and Microsoft. IBM [IBM  Loading...      ()   ]has been soaring for much of the year because worries about a collapse in enterprise spending might have been overblown.

And that's good for Microsoft [MSFT  Loading...      ()   ]as well, even though it faces continuing challenges with Vista, already well-documented, as has the company's ongoing takeover saga with Yahoo[YHOO  Loading...      ()   ]. Color on both is expected Thursday on the conference call, if not before.

As far as eBay is concerned: I'm still concerned over the shifting market place that seems to give Amazon.com [AMZN  Loading...      ()   ]a leg up; and while recession worries have shoppers continuing to bargain-hunt, Amazon and its pack-and-ship model still seems more compelling than eBay's hodge-podge of auctions. Still, PayPal still seems strong, and if eBay can increase margins and show some growth in Gross Merchandise Volume and listings, that could be a surprising boost to shares. Otherwise, eBay runs the risk of dead money, at least for awhile.

And of course, we'll have complete coverage all week long, here, and on the air. Check back soon!

Questions?  Comments? 

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