Thursday, January 10, 2013

Today’s articles on technology stocks

Editors' Picks

Intel: Busting The Mobile Margin Myth by Ashraf Eassa

First Solar Versus The Solar Industry by Trent MacDonald

ServiceNow: Disaffected Customers Mark The Peak Of Its Hype Cycle by Kerrisdale Capital Management

Application Software

The Odds Favor Shorting Microsoft by QuandaryFX

Microsoft Is Ridiculously Undervalued by Rabish

Adobe: No Room For More Upside Potential by Plexor

Mobile Manufacturers Part I: Killer Competition by Jaded Consumer

Microsoft: The PC Is Not Dead by Wall Street Trading

Red Hat Suddenly Has Cloud Momentum by Dana Blankenhorn

Business Software & Services

ServiceNow: Disaffected Customers Mark The Peak Of Its Hype Cycle by Kerrisdale Capital Management

Communication Equipment

Global Trends Will Boost Nokia's Margins In 2013 by IncomeHunter

Computer Peripherals

Acorn Energy: Unsustainable Dividend And Promotion by Frederick Schmidt

Diversified Communication Services

RIM's Aggressive Leapfrog App Emulation, Porting Wizardry Jump-Starts Ecosystem by Tufenk

Diversified Electronics

Uni-Pixel, Carclo And CES Update by Chris Hofmann

Internet Information Providers

LinkedIn Hits 200 Million Registered Users Worldwide -- Adding New Users At Rate Of 2 Per Second by TechCrunch

After A Huge Year For LinkedIn, Its Valuation Looks Stretched by Trefis

Capital Flows Favor Baidu Now by Markos Kaminis

Is Travelzoo A Buyout Candidate? by Jonathan Verenger

Davos: Google Grows Up by Felix Salmon

Internet Software & Services

iPass: An Inexpensive, Undiscovered Play On The Boom In Smartphones And Tablets by Bernard Vavala

4 Reasons To Buy Zix Corp. At $3 A Share by Derek Chipman

Multimedia & Graphics Software

Rovi's CEO Hosts Analyst & Investor Meeting & Demo Showcase at CES Conference (Transcript)

Personal Computers

The Cheaper iPhone Is Already Here by Eric Rolfe

Apple's Cheaper iPhone: Don't Panic! by Ashraf Eassa

Mobile Manufacturers Part III: Apple Makes More Money by Jaded Consumer

Hurdles For Apple Longs by Derek Blain

Apple: The Astonishing Margin On Flash Memory by Osiris Farol

A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple by Zvi Bar

Accurate Year-Over-Year Comparisons Critical To Understanding Apple's Q1 FY13 Earnings Release by Anthony DiCarlo

Scientific & Technical Instruments

FEI Company's CEO Presents at 31st Annual J.P. Morgan Healthcare Conference (Transcript)

Semiconductor - Broad Line

Intel: Busting The Mobile Margin Myth by Ashraf Eassa

Intel: A Big Contrarian Bet In The High Technology Sector by BubbleBustInvesting

Mobile Manufacturers Part II: Samsung Sells More Stuff by Jaded Consumer

Why Intel Is So Appealing by Stock Gamer

Avago Technologies: Cheap LTE Play Getting Lots Of Kudos From Analysts by Bret Jensen

Semiconductor - Specialized

Nvidia: The First Week Of 2013 Brings Good News by Adam Levine-Weinberg

First Solar Versus The Solar Industry by Trent MacDonald

Semiconductor Equipment & Materials

Aehr Test Systems CEO Discusses Q2 2013 Results - Earnings Call Transcript

Semiconductor - Memory Chips

SanDisk All About SSD For 2013: Buy For Growth by Nick Chiu

Telecom Services - Domestic

Augme Technologies' CEO Discusses F3Q13 Results - Earnings Call Transcript

Verizon Is Still A Buy: A Great Yield With Growth Ahead by Matthew Frankel

Verizon Offers A 4.8% Yield, Backed By Growing Revenues And Free Cash Flow by Albert Alfonso

Wireless Communications

Sprint's Battle For Clearwire Heats Up by Bill Maurer

DISH Is Making Clearwire-Sprint Deal Unclear: Still Long Sprint by Nick Chiu

Others

BYD Shares Get A Jolt As Company's Electric Vehicles Find Continued Government Support by Zvi Bar

Facebook Continues Higher On Mobile Promise by Bill Maurer

Anchor Your Portfolio With Technology Staples by Derek A. Barrett


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