Thursday, January 31, 2013

Today’s articles on technology stocks

Editors' Picks

Some Thoughts On The Dell Buyout, Microsoft's Involvement And The PC Market by Pierr Johnson

Thesis For Owning Corning: Finding Value In An Up Market by Brant Prewitt

Application Software

Value Investment Criteria And Company Selection Process by Todd Denning

Yahoo Japan's CEO Discusses F3Q2013 Results - Earnings Call Transcript

CommVault Systems' CEO Discusses F3Q 2013 Results - Earnings Call Transcript

Microsoft's Surface Pro: Price And Lack Of Usable Storage May Be A Killer by Onuora Amobi

Business Software & Services

ServiceNow Earnings Review - Is There Trouble Ahead? by Adam Gefvert

Citrix Systems Management Discusses Q4 2012 Results - Earnings Call Transcript

Amdocs Limited Management Discusses Q1 2013 Results - Earnings Call Transcript

Communication Equipment

Qualcomm: Is There No Stopping This Juggernaut? by Ashraf Eassa

Why Qualcomm Is Worth Over $70 Per Share by Valuentum

JDS Uniphase Management Discusses Q2 2013 Results - Earnings Call Transcript

Qualcomm's CEO Discusses F1Q 2013 Results - Earnings Call Transcript

Alliance Fiber Optic Products' CEO Discusses Q4 2012 Results - Earnings Call Transcript

ShoreTel's CEO Discusses F2Q13 Results - Earnings Call Transcript

Aviat Networks' CEO Discusses F2Q13 Results - Earnings Call Transcript

AudioCodes CEO discusses Q4 2012 Results - Earnings Call Transcript

Whisper Number Impact: Earnings Preview For JDS Uniphase by WhisperNumber

Whisper Number Impact: Earnings Preview For Qualcomm by WhisperNumber

Nokia: Is This A Revival? by Timing Best Buy

Computer Peripherals

Fortinet s CEO Discusses Q4 2012 Results - Earnings Call Transcript

Data Storage Devices

Quantum Management Discusses Q3 2013 Results - Earnings Call Transcript

Fusion-io's CEO Discusses F2Q13 Results - Earnings Call Transcript

Seagate Reaping Windfall Benefits Of Industry Consolidation by Sneha Shah

Diversified Communication Services

Investors Flee Research In Motion On BB10 Release Date by Vlad Deshkovich

Research In Motion's BlackBerry Bubble Trouble by Ashraf Eassa

Wanted: Technocrats Buying Into BlackBerry 10 by Kofi Bofah

Diversified Computer Systems

Silicon Graphics International's CEO Discusses F2Q 2013 Results - Earnings Call Transcript

Diversified Electronics

Thesis For Owning Corning: Finding Value In An Up Market by Brant Prewitt

Internet Information Providers

Marissa Mayer's Yahoo Revitalization Continues by Valuentum

Zynga Fourth Quarter Earnings Preview by Justin Giles

Internet Software & Services

BroadVision CEO discusses Q4 2012 Results - Earnings Call Transcript

CGI Group Management Discusses Q1 2013 Results - Earnings Call Transcript

Multimedia & Graphics Software

Electronic Arts Management Discusses Q3 2013 Results - Earnings Call Transcript

Light On Revenue At $1.18B, EA Barely Squeaks Out A Win For The Quarter by TechCrunch

EA Q3 Earnings Preview - Digital Growth In Focus by David Weinstein

Networking & Communication Devices

Extreme Networks Management Discusses Q2 2013 Results - Earnings Call Transcript

Semiconductor - Broad Line

Intersil Corporation's CEO Discusses Q4 2012 Earnings Results - Earnings Call Transcript

Semiconductor - Integrated Circuits

Skyworks Solutions Management Discusses Q1 2013 Results - Earnings Call Transcript

Applied Micro Circuits' CEO Discusses F3Q 2013 Results - Earnings Call Transcript

Semiconductor - Specialized

MagnaChip Semiconductor's CEO Discusses 4Q2012 Results - Earnings Call Transcript

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

Silicon Laboratories Management Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor Equipment & Materials

Applied Materials: Solar A Key Growth Driver For Many Years To Come by Gregory Vousvounis

Semiconductor - Memory Chips

Integrated Silicon Solution's CEO Discusses F1Q 2013 Results - Earnings Call Transcript

Technical & System Software

Shares Of Attunity Are Still Poised To Triple by Mark Gomes

Concur Technologies Management Discusses Q1 2013 Results - Earnings Call Transcript

Cadence Design Systems Management Discusses Q4 2012 Results - Earnings Call Transcript

Whisper Number Impact: Earnings Preview For Cadence Design by WhisperNumber

Telecom Services - Domestic

A Look At MagicJack VocalTec's Current Valuation And Future Prospects by Ryan Brooks

Chunghwa Telecom's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Wireless Communications

NTT DoCoMo's CEO Discusses F3Q12 Results - Earnings Call Transcript

Others

Facebook Remains A Short For 2 Prime Reasons by Stone Fox Capital

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

Facebook's Q4 Revenue Rises 40% To $1.59B, Shares Down Slightly In After-Hours by TechCrunch

Verizon Wireless, Vodafone And Verizon Communications: Still Dominating In 4G LTE Market In The United States by Nick Chiu

Whisper Number Impact: Earnings Preview For Facebook by WhisperNumber

Positive Sell-Side Sentiment Driving Facebook Higher Ahead Of Earnings by Selerity Research


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AAPL,AMZN: Though the iPad Mini launch helped Apple...

1:32 PM Though the iPad Mini launch helped Apple (AAPL) sell 22.9M iPads in calendar Q4, the company's tablet shipment share fell 810 bps Y/Y to 43.6%, per IDC. Samsung (SSNLF.PK), meanwhile, is estimated to have more than doubled its share to 15.1%. Amazon's (AMZN), believed to have shipped 6M Kindle Fires, is given an 11.5% share (-440 bps Y/Y). Nexus 7 maker Asus is at 5.8% (+380 bps); and Barnes & Noble (BKS) at just 1.9% (-270 bps). IDC believes total shipments rose 75% Y/Y to 52.5M (equal to 58% of PC shipments), and is forecasting 172.4M for 2013. (previous) Read comments

AAPL price at time of publication: $455.89. Check AAPL price now »

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