Tuesday, April 30, 2013

Today’s articles on technology stocks

Editors' Picks

Rovi: Compelling Reward To Risk by Ravee Mehta

Intel: Haswell Release On June 3rd Could Be Huge by Russ Fischer

Qualcomm And The Demise Of The Commodity Processor by Mark Hibben

Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS by Kerrisdale Capital Management

Application Software

Microsoft Finds A New Enemy In The Browser Wars by Paulo Santos

Fundamentals For Salesforce.com Point To Higher Prices by Richard Tarjeft

Actuate Management Discusses Q1 2013 Results - Earnings Call Transcript

Advent Software Management Discusses Q1 2013 Results - Earnings Call Transcript

Microsoft Office: Better To Switch Than Fight? by Joel West

MGT Capital, Lottery Ticket Or Prudent Risk-Adjusted Play? by Peter Epstein

3-D: A Technology That Will Affect More Than Just Your Television by The Tenacious Trader

Business Software & Services

Datalink Management Discusses Q1 2013 Results - Earnings Call Transcript

Communication Equipment

Motorola Cuts Guidance As Macro Concerns Persist by Trefis

Alcatel-Lucent: Challenges And Solutions by IAEResearch

Qualcomm And The Demise Of The Commodity Processor by Mark Hibben

Declining Margins For Qualcomm - Not A Reason To Worry? by StockRiters

Windows Phone Continues To Gain Market Share Thanks To Nokia by Jacob Steinberg

AudioCodes' CEO Discusses Q1 2013 Results - Earnings Call Transcript

DSP Group Management Discusses Q1 2013 Results - Earnings Call Transcript

More Than 7 Million Lumia Shipments Expected - Nokia Bears Just Don't Get It by Dividend Pros

Diversified Communication Services

BlackBerry Shorts Are On Borrowed Time by George Kesarios

BlackBerry Q10: Here It Comes by Karl Denninger

Diversified Computer Systems

IBM: Q2 Is In The Mail by PowerOptions

Diversified Electronics

Good Things Are Happening At Corning by StockRiters

Intevac Management Discusses Q1 2013 Results - Earnings Call Transcript

Corning's Earnings Stabilize As It Hedges Against Further Yen Decline by Trefis

Nam Tai's Management Discusses Q1 2013 Results - Earnings Call Transcript

Healthcare Information Services

Medidata Solutions Management Discusses Q1 2013 Results - Earnings Call Transcript

Internet Information Providers

Akamai Results Surprise On The Upside As Online Traffic Surges by Trefis

Zynga Is Set To Grow by IAEResearch

Sohu.com's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Multimedia & Graphics Software

Rovi: Compelling Reward To Risk by Ravee Mehta

Changyou.com Limited Management Discusses Q1 2013 Results - Earnings Call Transcript

Networking & Communication Devices

Riverbed Technology Management Discusses Q1 2013 Results - Earnings Call Transcript

Personal Computers

Why Apple Is Becoming Irrelevant by Josh Arnold

Apple's Valuation Is Not Rational by Ryan Schroeder

3 Apple Catalysts To Watch This Summer by Quoth the Raven

Apple: A Cheaper iPhone Makes Sense For Restoring Unit Volumes And Demand by Daniel Philip

Apple: A $467 Price Floor Set By Share Repurchase Plan And Dividend Hike by Elephant Analytics

Scientific & Technical Instruments

Cognex Management Discusses Q1 2013 Results - Earnings Call Transcript

Roper Industries Management Discusses Q1 2013 Results - Earnings Call Transcript

Bear Of The Day: Badger Meter by Zacks Investment Research

Security Software & Services

AsiaInfo-Linkage CEO Discusses Q1 2013 Results - Earnings Call Transcript

Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS by Kerrisdale Capital Management

Semiconductor - Broad Line

Intel: Haswell Release On June 3rd Could Be Huge by Russ Fischer

Integrated Device Technology Management Discusses Q4 2013 Results - Earnings Call Transcript

Samsung Is Eating Apple's Breakfast, Lunch, And Dinner by Stephen Rosenman

Semiconductor - Integrated Circuits

Peregrine Semiconductor's CEO Discusses Q1 2013 Results - Earnings Call Transcript

International Rectifier Corporation's CEO Discusses F3Q 2013 Results - Earnings Call Transcript

ANADIGICS' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Semiconductor - Specialized

Tegra 4i - Shaping Nvidia's Future by StockRiters

Monolithic Power Systems' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Telecom Services - Domestic

Windstream Should Slash Its Dividend Now by Stone Fox Capital

Telenor ASA's Management Hosts Globul Acquisition Conference (Transcript)

Win With Windstream's 11% Yield by Travis Giarde

Wireless Communications

Why I'm Not Buying Shares Of Sprint by Bottom Up Investing

Sprint Bleeds Postpaid Subscribers But Margins Improve As iDEN Shutdown Nears by Trefis

Others

3 Gaming Stocks You Should Consider Buying by R.J. Chopin

Facebook Earnings Preview: Watch Mobile Ad Revenue And Expense Growth by Brian Gilmartin

Have Intel And Microsoft Missed The Mobile Boat? by Jane Edmondson

Sina Frenzy In Chinese Internet Space by Emerging Money


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