Thursday, February 14, 2013

Today’s articles on technology stocks

Editors' Picks

Introducing Telular, A Stock With A Generous Yield by David Klein

Seagate: Making The Long-Term Case by Ashraf Eassa

Nvidia: Solid Quarter Marred By Weak Guidance And High OpEx by Ashraf Eassa

Strubel Investment Management Open Letter To Dell Opposing Go-Private Transaction by Ben Strubel

Application Software

Smith Micro Software's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Synchronoss Technologies: Worldwide Leader In Personal Cloud by Ted Stamas

Microsoft Private? Who Cares? You Win Either Way! by Travis Giarde

Marijuana Legalization - Here And Now by Perry Coleman

Oracle Is Still Significantly Undervalued Despite Its High Multiple by Gregory Vousvounis

Finally A Legal Way To Make Money Off Marijuana by Sean Nolan

Oracle - Unfriendly To Shareholders by Shmulik Karpf

Business Software & Services

Sapient Management Discusses Q4 2012 Results - Earnings Call Transcript

Blackbaud Management Discusses Q4 2012 Results - Earnings Call Transcript

Communication Equipment

Calix's CEO Presents at Goldman Sachs Technology and Internet Conference (Transcript)

Qualcomm's Rumored Nexus 7 Win May Be Just That - A Rumor by Trefis

Gilat Satellite Networks' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Nokia Would Be Dead Without Microsoft by Benedict Tubuo (Beevest)

Zoom Technologies Should Have Better Year In 2013 by Snefix

Computer Peripherals

Universal Display's CEO Presents at Goldman Sachs Technology and Internet Conference (Transcript)

Universal Display: Time To Shine? by Wall Street Artist

NICE-Systems' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Data Storage Devices

OCZ: It Burned Me - Don't Let It Burn You by Ashraf Eassa

Seagate: Making The Long-Term Case by Ashraf Eassa

NetApp Management Discusses Q3 2013 Results - Earnings Call Transcript

Overland Storage Management Discusses Q2 2013 Results - Earnings Call Transcript

Imation's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Whisper Number Impact: Earnings Preview For NetApp by WhisperNumber

NetApp Leans In Favor Of Rewarding Longs Off Earnings-Driven After-Hours Trade by Midnight Trader

Diversified Communication Services

Premiere Global Services Management Discusses Q4 2012 Results - Earnings Call Transcript

Vonage Holdings' CEO Discusses Q4 2012 Results - Earnings Call Transcript

BlackBerry: The New Fruit In Town by Zhen Lu

Diversified Computer Systems

International Business Machines Corp: Fundamental Stock Research Analysis by F.A.S.T. Graphs

Information & Delivery Services

Thomson Reuters Management Discusses Q4 2012 Results - Earnings Call Transcript

Internet Information Providers

Yahoo - Management Finally Unlocking Asset Value by Sneha Shah

Google Is Futuristic And Deserves A Higher P/E On Its Stock by Andy Batts

How We Made 40% On Zynga In 3 Months by Shmulik Karpf

TripAdvisor's CEO Discusses Q4 2012 Results - Earnings Call Transcript

CafePress' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Tucows' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Blucora Management Discusses Q4 2012 Results - Earnings Call Transcript

TripAdvisor To Post Another Quarter Of Strong Growth by Trefis

AOL's Outlook Improves On Ad Growth But Lofty Valuation A Concern by Trefis

Akamai Technologies: Solid Fundamentals Remain Despite Mixed Earnings by Nick Chiu

Yahoo: Can An Old Dog Learn New Tricks? by Catalyst Investments

Internet Software & Services

Zillow's CEO discusses Q4 2012 Results - Earnings Call Transcript

iPass' CEO Discusses Q4 2012 Results - Earnings Call Transcript

j2 Global's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Support.com Management Discusses Q4 2012 Results - Earnings Call Transcript

Lionbridge Technologies' CEO Discusses Q4 2012 Earnings Results - Earnings Call Transcript

Rackspace Earnings Disappoint On Record Results by David Dyer

Multimedia & Graphics Software

Take Two Acquisition Of WWE Games Furthers Bullish 2013 For Shareholders by Chris Katje

Rovi's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Perfect World A Perfect Buy by Charlie You

Can The NTP Lawsuit Provide Insight Into Vringo's Ongoing Battle With Google? by EnhydrisPECorp

Networking & Communication Devices

Cisco Systems' CEO Discusses F2Q13 Results - Earnings Call Transcript

Cisco: A Solidly Improving Story Continues by Bret Jensen

Whisper Number Impact: Earnings Preview For Cisco by WhisperNumber

Shorts Historically Successful Playing Cisco In The Wake Of Evening Earnings by Midnight Trader

Personal Computers

Analyst Says Don't Sell Dell Yet by Markos Kaminis

Why Steve Jobs' Big Blunder Is Starting To Cost Apple by StreetAuthority

Could Apple Be Working On The 'iBank'? by Glenway Fripp

A Perspective On Dell LBO: Possible But Not Feasible by Futuristics

Strubel Investment Management Open Letter To Dell Opposing Go-Private Transaction by Ben Strubel

Scientific & Technical Instruments

Itron Management Discusses Q4 2012 Results - Earnings Call Transcript

Perceptron's CEO Discusses F2Q13 Results - Earnings Call Transcript

Finding The Way With Garmin by William Rudder

Semiconductor - Broad Line

Move Over Apple: Welcome The New Tech Giant by Ed Liston

API Technologies' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Why Intel TV Will Fail by Dana Blankenhorn

Semiconductor - Integrated Circuits

Diodes' CEO Discusses Q4 2012 Results - Earnings Call Transcript

International Rectifier's CEO Presents at Goldman Sachs Technology and Internet Conference (Transcript)

Amkor Technology's CEO Discusses Q4 2012 Results - Earnings Call Transcript

MEMC Electronic Materials Management Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Specialized

LSI: A Debt Free $7 Tech Stock by Brett Wilson

Nvidia: Solid Quarter Marred By Weak Guidance And High OpEx by Ashraf Eassa

Nvidia Corporation's CEO Discusses F4Q13 Results - Earnings Call Transcript

61% Downside Ahead For ARM Holdings As Lofty Expectations Meet Harsh Reality by Ashraf Eassa

Historical Pattern Favors Shorts On Nvidia's Post-Earnings Performance by Midnight Trader

Semiconductor Equipment & Materials

Applied Materials' CEO Discusses F1Q13 Results - Earnings Call Transcript

EZchip Semiconductor's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Applied Materials Pinned In Reversal Pattern Off Earnings-Driven After-Hours Moves by Midnight Trader

Telecom Services - Domestic

CenturyLink Shocks The Market With Its Dividend Cut by Albert Alfonso

CenturyLink's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Equinix Management Discusses Q4 2012 Results - Earnings Call Transcript

AT&T And CenturyLink: How Will These Telecommunication Stocks' Dividends Fare Over Time? by Doug Carey

Whisper Number Impact: Earnings Preview For CenturyLink by WhisperNumber

Telenor Group's CEO Discusses Q4 2012 Results - Earnings Call Transcript

AT&T: Fairly Valued, But Remains A Long Candidate by Stock Gamer

Wireless Communications

Introducing Telular, A Stock With A Generous Yield by David Klein

America Movil's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Others

4 Good Yield Tech Stocks In Deep Discount by Arie Goren

Why Solar ETFs Are Rallying by Tom Lydon

AMD And Nvidia - Why Significant PC Graphics Share Gains Are Unsustainable by Sal Marvasti

Facebook Sentiment Remains Relatively Firm (For Now) Despite Post-Earnings Selling And Downgrades by Dr. Duru

Hedge Funds Are Selling These 3 Technology Stocks With Troubling Sales Trends by Kapitall

A Simple Case For Why Facebook Is Here To Stay by Vlad Deshkovich

2 Highflying Tech Stocks Take Hits After-Hours by Bret Jensen


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