Tuesday, January 29, 2013

Today’s articles on technology stocks

Editors' Picks

Power-One: Cheap At First Glance But Not Upon Deeper Analysis by Christopher Bayliss

NetSuite - A Loved Long For The Shorts by Kedar Special Situations

What Makes Baidu A Strong Buy? by Evanti Kurniawan

The Potential Is There For LSI, But Will They Grab It? by Stephen Simpson

Oracle: Incredible Reward To Risk by Ravee Mehta

Application Software

BMC Software Management Discusses Q3 2013 Results - Earnings Call Transcript

Microsoft's Encouraging Windows 8 Sales Set The Stage For Growth by Trefis

Oracle: Incredible Reward To Risk by Ravee Mehta

BMC Posts Solid Performance For Shorts Watching Trade Off Earnings Results by Midnight Trader

Business Software & Services

NetSuite - A Loved Long For The Shorts by Kedar Special Situations

Communication Equipment

The Good And The Bad From Nokia's Earnings by Jacob Steinberg

Computer Based Systems

Whisper Number Impact: Earnings Preview For Lexmark by WhisperNumber

Computer Peripherals

Electronics For Imaging's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Data Storage Devices

Seagate Technology's CEO Discusses F2Q13 Results - Earnings Call Transcript

OCZ: The Reason For The Rise by Austin Craig

Diversified Communication Services

RIM: A Short Opportunity by Tim Iordanov

Short Squeeze A Side Show, Buy Rim's Shares For BB10 Market Share Upside by Tufenk

Diversified Computer Systems

IBM Makes A Play For The CMO And HR Pros by TechCrunch

International Business Machines Corp: Dividend Stock Analysis by Dividends4Life

Diversified Electronics

Power-One: Cheap At First Glance But Not Upon Deeper Analysis by Christopher Bayliss

Nam Tai Electronics' Management Discusses Q4 2012 Results - Earnings Call Transcript

Internet Information Providers

Yahoo Beats Expectations And Pleases Shareholders by WM Analyst

Yahoo! Management Discusses Q4 2012 Results - Earnings Call Transcript

Yahoo Ends 2012 With A Solid Q4: $1.22 Billion Ex-TAC Revenue, Non-GAAP EPS 32 Cents by TechCrunch

Google: Buy On Attractive Valuation And Solid Fundamentals by Stock Gamer

Local Deals And Getaway Platform Lift Travelzoo's Earnings, Outlook by Trefis

What Makes Baidu A Strong Buy? by Evanti Kurniawan

Yahoo Maintains History Of Favoring Short Plays Off Evening Earnings by Midnight Trader

Internet Service Providers

Sify's CEO Discusses F3Q 2013 Results - Earnings Call Transcript

Multimedia & Graphics Software

Upcoming Earnings Releases In The Video Game Industry by Mark Kowalski

Why Venture Capital And Insiders Are Buying Glu Mobile by Natty Greene

Networking & Communication Devices

Cisco Systems, Alcatel-Lucent, Juniper: Which Networking Company Is The Best Bet For Now? by Timing Best Buy

Personal Computers

Is Apple A Bargain? A DCF Analysis by James Yardley

Lessons From Microsoft: An Outlook On Apple by Rob Frear

The Tax Man's Piece Of The Apple Pie by iEconomists

Apple Value Propositions by Jonathan Wagner

Scenario Based Valuation: Part I - Apple by Glenn Abrett

Can You Still Own Apple? by Paul Zimbardo

MIA: Apple Investors by Hardman Capital

Apple Is No Longer A 'Don't Buy' by The Financial Lexicon

Apple's Brand-Image Matters More Than Innovation by Hugh Desmond

What Is The Fair Value For Apple In The Newtonian World? by Bio Vantage

No-Growth Apple Is Worth $600 Per Share by Philip Mause

Apple: Betcha You Can't Just Buy One by Maltzberger

Printed Circuit Boards

Sanmina's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Scientific & Technical Instruments

Trading Strategy Around Lime Energy's Possible February 2nd Delisting by Tom Konrad

Itron - An Uncommon Utility Option by Rochelle Jenks

Roper Industries' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Broad Line

Integrated Device Technology's CEO Discusses F3Q 2013 Results - Earnings Call Transcript

Samsung Leads Smartphone Surge Amid A Recovery In Chipset Margins by Trefis

Intel: The Semiconductor Winner In The Mobile War by Russ Fischer

Is Intel's 2013 Forecast Too Conservative? by Ashraf Eassa

Semiconductor - Integrated Circuits

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

Gun Control, 3-D Printing And Airport Security - The Coming Age Of Terahertz by BuySellShort

Broadcom At Near-Term Inflection Point Ahead Of 4Q Earnings by Selerity Research

Semiconductor - Specialized

Report: Nvidia Looking To Build Tegra Reference Devices Itself To Flood The Market by TechCrunch

The Potential Is There For LSI, But Will They Grab It? by Stephen Simpson

Semiconductor Equipment & Materials

Mindspeed Technologies' CEO Discusses F1Q2013 Results - Earnings Call Transcript

InvenSense Makes Sense by ONeil Trader

Technical & System Software

VMware Sees Trouble Ahead by Maani Value Guru

WMware Earnings: Why Are Shares Falling After Hours? by WM Analyst

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

VMware Sticks To History Of Reversing Earnings-Driven After-Hours Trade In Next Day Action, Favors Shorts by Midnight Trader

Telecom Services - Domestic

Hold AT&T For Attractive Returns by Efsinvestment

AT&T Looks For Catalysts Amid Mixed Results And Slow Wireless Growth by Trefis

CenturyLink: 7.2% Yield And Growing Market Share by Matthew Frankel

Wireless Communications

China Mobile's TD-LTE Technology Expanding Fast, Where To Invest by Nick Chiu

Others

Facebook Is The Pick Of The Social Media IPO Litter by Peter Harengel

Facebook's Brilliant $100 Billion Strategy by Jason Cimpl

4 Companies That Should Rise, But Not Fall, With Apple by PromptTrader

Why I Like Intel And Other Stocks In The Semiconductor SOX Index by Kirk Lindstrom

HomeAway Has Matured And It's Buy-Time by Craig Van Pelt

Monetizing Graph Search For Facebook And Local Corporation Investors by Michael Morhamus

4 High-Yield Technology Stocks Popular With High-Profile Hedge Funders by Dividendinvestr

Microsoft And Apple: Market Sentiment Can Be A Fickle Beast by Bret Jensen


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