Friday, February 8, 2013

Today’s articles on technology stocks

Editors' Picks

Google Now: Trading Your Privacy For The Future by Matt Cilderman

Microsoft's Surface Pro: Yay Or Nay? by Ashraf Eassa

Clearsign's Lies, Omissions, And One 'Bad Actor' by Matt Berry

Application Software

Dassault Systemes SA's CEO Discusses Q4 2012 Results - Earnings Call Transcript

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

Nuance Communications' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Medical Marijuana A Good Value Buy Off The High? by Elite E Services

MSCI Management Discusses Q4 2012 Results - Earnings Call Transcript

Unlocking Value In Microsoft The Einhorn Way by SL Advisors

Microsoft's Surface Pro: Yay Or Nay? by Ashraf Eassa

Dassault Systemes SA's CEO Discusses Q4 2012 Earnings Results - Earnings Call Transcript

The Case For Going Long Oracle by IncomeHunter

Business Software & Services

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

Solera's CEO Discusses F2Q2013 Results - Earnings Call Transcript

Convergys Management Discusses Q4 2012 Results - Earnings Call Transcript

Cognizant Technology Solutions Management Discusses Q4 2012 Results - Earnings Call Transcript

Communication Equipment

Alcatel-Lucent's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Another Hurdle In The Way Of Alcatel Lucent Turnaround? by Efsinvestment

Diversified Communication Services

3 Reasons Why BlackBerry 10's Strong Start Does Not Mean Buy by Vlad Deshkovich

Diversified Computer Systems

Teradata Management Discusses Q4 2012 Results - Earnings Call Transcript

Diversified Electronics

Sparton's CEO Discusses F2Q13 Results - Earnings Call Transcript

Information & Delivery Services

Broadridge Financial Solutions CEO Discusses F2Q2013 Results - Earnings Call Transcript

Information Technology Services

NCR Management Discusses Q4 2012 Results - Earnings Call Transcript

Internet Information Providers

Baidu: Don't Play This Dog For The Long Term by George Kesarios

LinkedIn - There's Nowhere To Go But Down From Here by Mark Kowalski

LinkedIn: A Disruptive Buy by Vlad Deshkovich

Zynga's Future Depends On New Sources Of Revenue by Vlad Deshkovich

Web.com Group's CEO Q4 2012 Results - Earnings Call Transcript

Google Now: Trading Your Privacy For The Future by Matt Cilderman

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

AOL Earnings Preview: User Growth Key In The Competitive Landscape by Trefis

Baidu: The 'Google Of China' Has Facebook-Type Problems by Emerging Money

Zynga: Future Prospects At Play by George Kesarios

The Case For Going Long Baidu by IncomeHunter

Troublesome Times Ahead For Akamai Technologies by Maani Value Guru

Internet Software & Services

VirnetX: One Stock To Own In 2013 by Carl Cachia

Multimedia & Graphics Software

Activision Blizzard Management Discusses Q4 2012 Results - Earnings Call Transcript

Networking & Communication Devices

Riverbed Technology Management Discusses Q4 2012 Results - Earnings Call Transcript

Personal Computers

Dell Goes Private: Saving It From Market 'Short-Termism' Or Smart Tax Strategy? by CFA Institute Contributors

Apple's Board Is All Grown Up by Josh Arnold

Using Statistics To Detect Deleveraging In Apple Stock by Charles Cooper

Einhorn's Apple Preferred Stock Dividend Solution by Paulo Santos

Apple's Earnings Expectations Have No Basis In Reality by Josh Arnold

Scientific & Technical Instruments

Rofin-Sinar Technologies' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Geospace Technologies's CEO Discusses F1Q13 Results - Earnings Call Transcript

Waters Corp: 20% Upside To Reach Fair Value by Ulfberht Capital

Clearsign's Lies, Omissions, And One 'Bad Actor' by Matt Berry

Semiconductor - Broad Line

ON Semiconductor Management Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Integrated Circuits

Marvell Technologies: Buy, Sell, Or Hold? by Northrop Puckett

Sequans Communications SA ADR CEO discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Specialized

Microchip Technology Management Discusses Q3 2013 Results - Earnings Call Transcript

SunPower Management Discusses Q4 2012 Results - Earnings Call Transcript

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

Semiconductor Equipment & Materials

Amtech Systems CEO discusses F1Q13 Results - Earnings Call Transcript

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

Cree Is Leveraged To LEDs Growth, But Worth $35 For Now by Trefis

Technical & System Software

Infosys - Not A Good Buy After Its 20% Stock Surge by Sneha Shah

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

Telecom Services - Domestic

BCE's CEO Discusses Q4 2012 Results & 2013 Guidance & Investor Conference (Transcript)

3 Undervalued Telecom Stocks Offering Yields Above 5% by Efsinvestment

This Telecom Is Dropping Calls On Its Dividend by Dividends & Income Daily

Wireless Communications

Sprint Is Making Significant Strides In Its Turnaround by Saibus Research

Vodafone Group's CEO Discusses F3Q13 Results - Earnings Call Transcript

Sprint Nextel's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Others

5 Tech Buys Under $10 Poised For Solid Upside In 2013 by David Alton Clark


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AOL: AOL Still Not Out Of The Woods

AOL Still Not Out Of The Woods
by Dana Blankenhorn

AOL (AOL) is suddenly a hot stock.
The company reported growth for the first time in years in its latest quarterly report, for the period ending in December, and CEO Tim Armstrong was on TV right after, speaking fluent buzzword. (At one point CNBC host David Faber repeated Armstrong's words back to him and asked, "what do you mean?") read more »

More on AOL

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

AOL Earnings Preview: User Growth Key In The Competitive Landscape by Trefis

Buy AOL: 2013 Will Be A Pivotal Year by Helix Investment Research

Other articles that mention AOL

Will Yahoo Catch Up With Google? by BubbleBustInvesting

Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products by James Altucher

VIX - Options Volatility Sonar: Monday Recap by Erick McKitterick


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AAPL: David Einhorn says he has met with Tim Cook...

11:14 AM David Einhorn says he has met with Tim Cook and CFO Peter Oppenheimer in recent weeks about his preferred stock proposal, and that the two sides continue to talk in spite of his lawsuit. Einhorn adds Cook has been more receptive than Oppenheimer, and that he remains a fan of the Apple (AAPL +1.7%) CEO''s performance. Meanwhile, the sell-side is giddy at the prospect of fresh cash distributions: Barclays thinks Apple can increase its payout by 30%-40% without tapping overseas cash. (more) Read comments

AAPL price at time of publication: $475.97. Check AAPL price now »

Focus Articles on AAPL

Press Releases on AAPL

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StockTalk on AAPL: AAPL StockTalk | Twitter AAPL | Twitter $AAPL | AAPL Instablogs

Recent Market Alerts on AAPL: All currents | Earnings | Dividends | M&A | On the move

Transcripts on AAPL


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AOL: AOL's CEO Discusses Q4 2012 Results - Earnings Call Transcript

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

Tim Armstrong
Thanks, Eoin and good morning and Eoin just alluded to there is a snowstorm going on but we usually do our earnings call around national disasters, Sandy was the last one, so everybody will be okay. It's our third anniversary reporting results as a public company and we have good news to report. AOL is back to growth. AOL is at an inflection point as a company and is transitioning into an early stage growth company. We are building the first digital branded media and technology company of the century; a mission we started in 2009. We are driving that mission forward. read more »

More on AOL

AOL Earnings Preview: User Growth Key In The Competitive Landscape by Trefis

Buy AOL: 2013 Will Be A Pivotal Year by Helix Investment Research

AOL: The Hail Mary Pass Of 2013 by Alex Cho

Other articles that mention AOL

Will Yahoo Catch Up With Google? by BubbleBustInvesting

Why Apple Is Still A Buy Even Though Amazon And Google Have Better Products by James Altucher

VIX - Options Volatility Sonar: Monday Recap by Erick McKitterick


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Top Stories of the Day // February 8, 2013

TechCrunch

Today's Top Stories // Feb 8, 2013

Startup Founders: Chill Or Get Help

There is a certain kind of Silicon Valley striver that I find abhorrent but, being separated by them by a full continent I feel I'm far enough removed to... read more

Nexus 4 Owners Estimate One Million Handsets Have Shipped Since November 2012 Launch

Nexus 4 production run estimates -- crowdsourced by Android enthusiasts on the XDA Developer forum using each device's IMEI number -- suggest the millionth... read more

Meet The Next 10 Companies To Come Out Of StartX, Stanford's Student Startup Accelerator

Stanford's student startup accelerator, StartX, had its eighth demo day tonight in Palo Alto, showing off the latest class of 11 companies* to go through the... read more

Apple's iPhone Sales Grow By As Much As 400% In 3 Months In India, But There's A Huge Gap To Close

Apple's next big growth market could be India – a country where it has failed to find significant purchase with consumers up until this point. The Economic... read more

Amazon To Set Up Secondhand Ebook Marketplace

read more

Kickstarter: The Hydra Is A Configurable Power Supply Perfect For Your Next Home Robot Build

Often the stuff that gets press attention from Kickstarter tends to focus on the consumer market, but the Hydra is a new project on the crowdfunding site that... read more

Payleven, The Samwer Square Clone, Surmounts Visa Hurdle With Chip And PIN Reader Now Sold In Europe

Payleven, the mobile payment company from the Samwer bothers' Rocket Internet incubator, is now taking orders for its chip-and-PIN readers, which it says makes... read more

AOL Q4 2012 Beats The Street On Sales Of $600M, Showing Its First Revenue Growth In 8 Years

AOL (owner of TechCrunch) has just reported earnings for Q4 2012: revenues came in at $599.5 million on earnings of 41 cents per share. That matches analysts... read more

Everyone Stop DM-ing On Twitter And Start Using The Moped App Now, It's Way Better

One of the great things about Twitter is that - unlike email - people are forced to get to the point by the limits on the medium. But unlike email, you can't CC... read more

LinkedIn Shares Soar 19.2% In The Wake Of Impressive Earnings

Right after yesterday's earnings, LinkedIn shares (NYSE:LNKD) have popped 19.16 percent to 147.86. It is clearly linked to the company's earnings. Revenue is up... read more

Read more at techcrunch.com

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TechCrunch

AAPL: Apple's Retail Headache

Apple's Retail Headache
by Todd Campbell

Apple (AAPL) is widely referenced as one of the greatest American companies. Yet, the company's retail stores appear to be wrestling with margin crimping challenges resulting from inconsistent leadership. read more »

More on AAPL

Apple's Board Is All Grown Up by Josh Arnold

Using Statistics To Detect Deleveraging In Apple Stock by Charles Cooper

Einhorn's Apple Preferred Stock Dividend Solution by Paulo Santos

Other articles that mention AAPL

Annaly: Adding This Stock To The Team Alpha Portfolio by Regarded Solutions

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

3 Stocks To Buy, 1 Stock Going Nowhere, What's Next For The Market by The Oxen Group


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Today’s articles on Energy Investing

Independent Oil & Gas

Anadarko's Future Looks Bright As Major Projects Are On Track by Trefis

Noble Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

Evolution Petroleum Management Discusses Q2 2013 Results - Earnings Call Transcript

Major Integrated Oil & Gas

Thanks To A Pullback, ConocoPhillips Is Now In The 'Buy Zone' by Hawkinvest

Exxon Mobil, Royal Dutch Shell, PetroChina, Chevron: Which Is A Winning Bet For Now? by Timing Best Buy

How Safe Are Exxon Mobil's Juicy Dividends? by Efsinvestment

Chevron Can Prove To Be An Astute Investment Now by Efsinvestment

Oil & Gas Drilling & Exploration

Patterson-UTI Energy Management Discusses Q4 2012 Results - Earnings Call Transcript

Oil & Gas Equipment & Services

Pacific Drilling: A High Potential, Young Offshore Drilling Company by Power Hedge

National Oilwell Varco: An Excellent Opportunity To Invest In A Strong Undervalued Company by Jeff Williams

Halliburton: My Top Pick For Oil And Gas Services In 2013 by Stock Gamer

Oil & Gas Pipelines

Enbridge's Dividend: A Growing Source Of Income For Years To Come by Devon Shire

Plains All American Pipeline's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Oil & Gas Refining & Marketing

Tesoro Management Discusses Q4 2012 Results - Earnings Call Transcript

Electric Utilities

The Athabasca Basin Uranium Discovery That's Starting To Get Some (Warranted) Attention by Malcolm Shaw

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

Gas Utilities

New Jersey Resources' CEO Discusses F1Q2013 Results - Earnings Call Transcript

New Projects For TransCanada On The West Coast by Stephan Dube

WGL Holdings Management Discusses Q1 2013 Results - Earnings Call Transcript

Atmos Energy's CEO Discusses F1Q2013 (Qtr End 12/31/12) Results - Earnings Call Transcript

Suburban Propane Partners' CEO Discusses F1Q2013 (Qtr End 12/29/12) Results - Earnings Call Transcript


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Today’s articles on Global Investing

Editors' Picks

Investing In China: Getting Around The Great Wall With The A-Shares ETF by Morningstar

Israel

Teva Pharmaceutical Industries' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Brazil

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

Looking For The Poster-Boy Of Alpha Companies? CBD Could Be It by Richard Berger

China

Baidu: Don't Play This Dog For The Long Term by George Kesarios

It's Time To Buy China - FXI by Macro Economist

China ETFs For Jim Rogers' Bullish View by Tom Lydon

Investing In China: Getting Around The Great Wall With The A-Shares ETF by Morningstar

Baidu: The 'Google Of China' Has Facebook-Type Problems by Emerging Money

The Case For Going Long Baidu by IncomeHunter

France

Dassault Systemes SA's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Alcatel-Lucent's CEO Discusses Q4 2012 Results - Earnings Call Transcript

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

Dassault Systemes SA's CEO Discusses Q4 2012 Earnings Results - Earnings Call Transcript

Sequans Communications SA ADR CEO discusses Q4 2012 Results - Earnings Call Transcript

Sanofi Misses Earnings But Steps In Right Direction by WM Analyst

Another Hurdle In The Way Of Alcatel Lucent Turnaround? by Efsinvestment

India

Infosys - Not A Good Buy After Its 20% Stock Surge by Sneha Shah

Japan

Japan, The Race To The Bottom, And Central Bank Powers by Cullen Roche

WisdomTree Japan Hedged Equity ETF - The Perfect Investment To Play A Weakening Yen by Alexander J. Poulos

Sony Management Discusses Q3 2012 Results - Earnings Call Transcript

Luxembourg

Pacific Drilling: A High Potential, Young Offshore Drilling Company by Power Hedge

México

CEMEX, S.A.B. de C.V. Management Discusses Q4 2012 Results - Earnings Call Transcript

Spain

Will Spain Haunt Dow 14,000? by Michael A. Gayed

Switzerland

Credit Suisse Group Management Discusses Q4 2012 Results - Earnings Call Transcript

Will The Flu Vaccine Race Send Novartis Higher? by IncomeHunter

Taiwan

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

United Kingdom

The Bank Of England Stares Down A Conundrum On Inflation by Dr. Duru

Vodafone Group's CEO Discusses F3Q13 Results - Earnings Call Transcript

Smith & Nephew Management Discusses Q4 2012 Results - Earnings Call Transcript

Canada

Manulife Financial Management Discusses Q4 2012 Results - Earnings Call Transcript

Teck Resources Limited Management Discusses Q4 2012 Results - Earnings Call Transcript

BCE's CEO Discusses Q4 2012 Results & 2013 Guidance & Investor Conference (Transcript)

Enbridge's Dividend: A Growing Source Of Income For Years To Come by Devon Shire

Teck Tops Estimates As China-Bound Coal Shipments Increase by Emerging Money

New Projects For TransCanada On The West Coast by Stephan Dube

3 Reasons Why BlackBerry 10's Strong Start Does Not Mean Buy by Vlad Deshkovich

Silver Wheaton Just Gave You Another 2.2 Million Reasons To Buy by Christopher F. Davis


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