Thursday, March 7, 2013

GOOG,AAPL: Google (GOOG +0.5%) has passed Apple (AAPL...

12:08 PM Google (GOOG +0.5%) has passed Apple (AAPL +0.3%) as the biggest holding among the top 50 actively-managed U.S. mutual funds, according to a Citi report. Google is also now the top holding among hedge funds - a slew of major hedge funds either pared back or fully unwound their Apple positions in Q4. After backing out net cash/investments, Google now trades at 15.5x 2013E EPS, and Apple at just 6.3x FY13E EPS. Read comments

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Windows 8 Convertible Test Drive | IT Talent Shortage: Real Or Fake?

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InformationWeek Daily
InformationWeek Daily  
  Thursday, March 07, 2013
News   |   Commentary   |   Slideshows   |   Reports   |   Videos   |   Events   |   RSS Feeds  
MUST READ
Between The Lines Columnist IT Talent Shortage Or Purple Squirrel Hunt?
By Thomas Claburn
Employers press for H-1B increases, while job hunters say searches seem designed to rule out U.S. workers. Is there really an IT talent shortage?

RELATED
IT Age Discrimination Or Employee Inertia?
4 IT Leadership Failures That Make Employees Leave

Windows 8 Convertible: My 3-Month Test Drive
The CEO of a small translation business shares her lessons learned in three months using a Lenovo IdeaPad Yoga Windows 8 convertible.

Facebook's Futuristic Data Center: Inside Tour
Facebook's cutting-edge data center in the high desert of Oregon represents the future. Take a look at the technologies and choices that make it tick.

FCC Chairman Outlines Plans To Free Up Spectrum
Whether FCC Chairman Genachowski is reappointed or not, he says a multi-fold vision for making better use of wireless spectrum will proceed.

U.S. Cybersecurity Status Weak, Reports Charge
DOD report says the military is "not prepared" for cyber war, while a White House report says agencies fall short of federal cybersecurity goals.

Microsoft Tweaks Office 2013 Licensing After Outcry
Responding to customer complaints, Microsoft says it will allow Office 2013 licenses to be transferred from one machine to another.

Amplify Tablet Hopes To Rule Schools
News Corp.'s Amplify subsidiary will sell an Android tablet customized for use by K-12 teachers and students.

GM Hiring 1,000 IT Employees In Phoenix Area
General Motors puts the last of its four new U.S. tech development centers in Arizona. No Silicon Valley?

Kaggle Winners Tapped As Data Analytics Consultants
Building on its crowdsourcing competitions, Kaggle adds a consulting option. But are brilliant data scientists necessarily gifted advisers?

QUOTE OF THE DAY
"Everyone thinks of changing the world, but no one thinks of changing himself." -- Leo Tolstoy

ALSO SEE
GM Hiring 1,000 IT Employees In Phoenix Area
Kaggle Winners Tapped As Data Analytics Consultants
Research: 2013 Enterprise Social Networking Survey
Agile For Dummies
Facebook's Futuristic Data Center: Inside Tour
Data Protection Management For Enterprises And Service Providers
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Research: 2013 Enterprise Social Networking Survey
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MOST POPULAR NEWS
Facebook's Futuristic Data Center: Inside Tour
Facebook's cutting-edge data center in the high desert of Oregon represents the future. Take a look at the technologies and choices that make it tick.

EU Fines Microsoft $732 Million In Browser Brawl
Microsoft stopped offering browser-choice screen to European Windows consumers, in violation of 2009 agreement with antitrust regulators.

Samsung Galaxy S IV: New Feature Details
We're learning more about the Galaxy S IV before its March 14 launch.

10 Best Android Apps Of 2012
Check out these 10 gems that stood out from the crowd of 700,000 Android apps.

Windows 8 Convertible: My 3-Month Test Drive
The CEO of a small translation business shares her lessons learned in three months using a Lenovo IdeaPad Yoga Windows 8 convertible.





 

SLIDESHOWS
Facebook's Futuristic Data Center: Inside Tour
Facebook's cutting-edge data center in the high desert of Oregon represents the future. Take a look at the technologies and choices that make it tick.   View Now

ALSO SEE
Office 2013: 10 Questions To Ask
10 Helpful Apps From Uncle Sam

MORE SLIDESHOWS
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VIDEOS

Bob Metcalfe Plans Ethernet's 40th
The 'Father of Ethernet' comes back to PARC, the scene of the crime, to talk about Ethernet's future -- including a 40th birthday bash in May.   Watch

ALSO WATCH
CES 2013: It's A Wrap!
CES; the car show

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MSFT: Microsoft: Ideal Selection For An Overbought Market

Microsoft: Ideal Selection For An Overbought Market
by Bret Jensen

The market continues to grind higher on its way up to exceed its 2007 highs on the S&P. The market is feeling more and more overbought here given the negative growth expected out of Europe this year, tepid economic growth domestically and a still acrimonious political environment. One stock that I think is ideally positioned here is Microsoft (MSFT). If the rally continues it will need to spread out to sectors and equities that have not participated fully in the rally over the last three months. On the other hand, a decline should impact high yielding blue chip equities on a lesser basis than the overall market. read more »

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More on MSFT

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Microsoft Seems On The Verge Of Something Ugly by Paulo Santos

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Facebook's Growth Story, Is It Search? by Marshall Hargrave

These 2 Tech Stocks Are Just Plain Cheap And Offer Solid Dividends by Trade In Mexico

My Mad Method: What Next To Buy And Why - February, 2013 by J.D. Welch


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Today’s articles on technology stocks

Editors' Picks

Quirky Raven Has The Quality, But Not So Much Value by Stephen Simpson

Michael Dell's Buyout Drama: Possibly Scripted by Dan McMurtrie

Application Software

Microsoft Seems On The Verge Of Something Ugly by Paulo Santos

NQ Mobile's CEO Discusses Q4 2012 Results - Earnings Call Transcript

salesforce.com's Management Presents at Barclays Internet Connect Conference (Transcript)

3D Systems: The Bumpy Road To Greatness by ONeil Trader

Proofpoint's CEO Presents at 2013 Wedbush Transformational Technologies Management Access Conference (Transcript)

The Salesforce Anomaly: Record Earnings And Ongoing Losses by David Dyer

Communication Equipment

I.D. Systems' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Nokia Will Gain From A Focus On Developing Economies by IAEResearch

Think Twice Before Betting On Nokia At Current Price by Timing Best Buy

Iridium Communications' Management Presents at Deutsche Bank's DbAccess 21st Annual Media and Telecom Conference (Transcript)

RELM Wireless' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Computer Based Systems

Lexmark's Perceptive Continues Its Buying Spree by The 451 Group: Inorganic Growth

Computer Peripherals

Stratasys: 3D Printing Growth Is Backed Up With Solid Numbers by Nick Chiu

Data Storage Devices

Does Fusion-io Have A Sustainable Competitive Advantage? by Richard Ryskalczyk

Diversified Communication Services

3 Catalysts To Watch For After BlackBerry Reports Earnings by Chris Lau

BlackBerry 10 And The Battle Of The Network Mobile Operating Systems by Thomas Barnard

BlackBerry To Take A Hit On Gross Margins, But Z10 Prospects Still Good by Kraken

BlackBerry And The Bad News Bears by Kurt Windibank

BlackBerry Z10 U.K. Pricing Remains At A Premium, Despite Misleading Analyst Report by Michael Collins

Diversified Computer Systems

A Checkup On IBM's Financial Condition by David Schauber, Jr.

HP Has $25 Written All Over It by Stephen Rosenman

Diversified Electronics

Neonode Announces 'Flush Bezel,' Likely Close To Solving Windows 8 Touch Cost Conundrum by Tech Guru

Accounting Lessons From Corning by Michael Fu

Information Technology Services

21Vianet Group's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Internet Information Providers

WebMD Health's CEO Presents at Barclays Internet Connect Conference (Transcript)

Is Groupon Becoming A Wholesaler? by George Kesarios

Google Still Offers Reasonable Value But Only For Long-Term Investors by Tim Travis

Pandora Media Earnings Preview: What We Are Watching by Trefis

Google Needs The Swagger Of A Boss by Benedict Tubuo (Beevest)

Google's Chromebook And Why It WIll Keep Selling by Vlad Deshkovich

Google Is Bargain Priced by George Acs

Networking & Communication Devices

Wi-Lan Management Discusses Q4 2012 Results - Earnings Call Transcript

Personal Computers

Apple At Year End: $600 by Ryan Perlowin

Making The Most Of Apple by Marshall Hargrave

Apple Has No Choice But To Make A Larger iPhone by Paulo Santos

Apple Has The Cash To Drive Its Shares Back To $700 by Timothy Phillips

Apple Is Worth $265 by Antonio Carradinha

Should Tim Cook Ask WWJD (What Would Jobs Do)? by Carol Kong

Disney Showcases Apple's iWatch Potential by Jason Schwarz

Investing In Apple: Risk Management 101 by NYC Trader

Apple's Cash Balances Approaching $150B by Stone Fox Capital

Apple's Secret Weapon Will Yield All-Time Highs by Quoth the Raven

Michael Dell's Buyout Drama: Possibly Scripted by Dan McMurtrie

Time To Buy Apple by Vegas Ben

Printed Circuit Boards

Quirky Raven Has The Quality, But Not So Much Value by Stephen Simpson

Semiconductor - Integrated Circuits

Semtech Management Discusses Q4 2013 Results - Earnings Call Transcript

inTEST Management Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Specialized

Nvidia: Are The Bulls In Control? by Ashraf Eassa

Semiconductor Equipment & Materials

Why Ambarella Is A Cheap Stock Before Earnings by Carl Cachia

ASM International's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Memory Chips

Micron Technology's Management Presents at Wedbush Technology, Media, Telecommunication Management Access Conference (Transcript)

Micron Seems Likely To Beat Estimates by Paulo Santos

Telecom Services - Domestic

High Dividend Yields And Attractive Valuations Make Verizon And AT&T Buys by investec

AT&T's Revenue Is Usage Driven by John Mylant

A Tale Of 3 Stocks With Misleading Dividends by Paulo Santos

Windstream Might Have Trouble Maintaining Current Dividends by IAEResearch

As Dividends And Caribbean Revenues Increase, I'm Staying Long Atlantic Tele-Network by Heather Ingrassia

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

AT&T's CEO Presents at dbAccess Media, Internet & Telecom Conference (Transcript)

Wireless Communications

Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead by Bret Jensen

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

Others

Demand Media's Management Presents at Barclays Internet Connect Conference (Transcript)

HomeAway's CEO Presents at Barclays Internet Connect Conference (Transcript)

Facebook Worth $35 by Ryan Perlowin

Facebook, Google And Yahoo: Take The Road Less Traveled by Timing Best Buy

4 Dividend Technology Stocks With Strong Sources Of Profitability by Kapitall

Why You Will Love Activision And CA Technologies More In 2013 by Fusion Research


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