Editors' Picks
Update: A Buy, A Sell, And 2 Holds In The LED Sector by Vince Martin
Uni-Pixel: Independent Market Analysis Suggests Losses For 2013 by Benjamin Wiley
A Recent History Lesson: How To Play The Dell Acquisition by Brian Nichols
3D Systems: A Sobering Reality by Georgi Dimitrov
Bazaarvoice: Dramatically Cheap Relative To SaaS Enterprise Comparables by Kerrisdale Capital Management
IBM: Despite Shenanigans, Big Blue's Still Got It by Daniels Report
Application Software
3D Systems: A Sobering Reality by Georgi Dimitrov
We Still Like Adobe's Free Cash Flow by Valuentum
American Software: Steady And Reliable 4.8% Dividend by Henry Nyce
Bazaarvoice: Dramatically Cheap Relative To SaaS Enterprise Comparables by Kerrisdale Capital Management
Business Software & Services
Automatic Data Processing: A Strong Position by Dividend Monk
Communication Equipment
ADTRAN Management Discusses Q4 2012 Results - Earnings Call Transcript
Little Impact To Qualcomm From Rumored Weak iPhone Demand by Trefis
Does Nokia Really Need To Sell 12 Million Lumias To Break Even? by Jacob Steinberg
Nokia: Driven By Lumia And Asha by Ed Liston
Data Storage Devices
Seagate's Growth Rides These Storage Business Trends by Trefis
Diversified Communication Services
RIM's Cash, RIM's Flow, RIM's Apps Grow by Tufenk
Diversified Computer Systems
IBM: Despite Shenanigans, Big Blue's Still Got It by Daniels Report
Diversified Electronics
Uni-Pixel: Independent Market Analysis Suggests Losses For 2013 by Benjamin Wiley
Internet Information Providers
Zynga, From Social Gaming To Real Money Gaming by Jason Bond
Networking & Communication Devices
Why Cisco Should Benefit From Apple Outflows by Inflection Point Investing LLC
Personal Computers
Dell: Shareholders Win Either Way by George Kesarios
Apple Sure Looks Cheap by Calafia Beach Pundit
The iPad Mini Is Apple's Way Of Playing Offense With Defense by Maltzberger
A Recent History Lesson: How To Play The Dell Acquisition by Brian Nichols
Will Market Doubt Unleash Apple's Cash Reserves? by Bill Shamblin
Criteria To Consider For Apple's Q1 FY13 by BullsOverBears
Apple: Cheaper Phone Means Cheaper Stock? by Jaded Consumer
Apple: Filling The Void Through Acquisitions by Maxim Shtraus
Without A Deal, Dell Is A Sell by Bill Maurer
What Will Happen If Dell Goes Private? by Ed Liston
Semiconductor - Broad Line
AMD Earning Preview: Factors That Instill Hope Amid A Dismal Year by Trefis
Lack Of Pre-Announcement Could Portend Positive Q4 Earnings For Intel by Selerity Research
Semiconductor - Specialized
Linear Technology Management Discusses Q2 2013 Results - Earnings Call Transcript
Will Cirrus Fall With Apple Or Rise From The Ashes? by Ed Liston
Semiconductor Equipment & Materials
Can KLA-Tencor Improve Your Yield? by MagicDiligence
Semiconductor - Memory Chips
SanDisk Earnings Preview: 2013 Is Easy Compare, Weak Yen Beneficiary Too by Brian Gilmartin
Technical & System Software
Making Sense Of Infosys' 17% Surge Post Results by Symphony Research
Others
Facebook's Big Announcement Doesn't Justify A $30 Price by Insider Monkey
Facebook: Buy The Rumor, Sell The News? by Bill Maurer
Telecoms' New Major Problem: Facebook Over-The-Top Phone Service by Honne LP
Hedge Funds Are Selling These 3 Large Cap Technology Stocks by Kapitall
Facebook Searches For Profits by Todd Campbell
Can This ETF Solve The Dividend Tech Stock Conundrum? by Dividends & Income Daily
Facebook's New Graph Search Will Increase Monetization by Daniel Todd
Dutch Court Concurs With U.K. Ruling - Samsung Galaxy Tablets Don't Infringe On iPad's Design by TechCrunch
Facebook's Treasure Trove Of Information? by Milkweed
Intel And Facebook Team To Open Source Data-Center Designs by TechCrunch
3D Systems Or Stratsys: Which Is The Best Bet For Now? by Timing Best Buy
Facebook's Drop Following 'Graph Search' Announcement An Overreaction by Patrick_Smith
ExactTarget And E2open: 2 Intriguing SaaS Plays by The GeoTeam
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