Friday, February 1, 2013

Today’s articles on technology stocks

Editors' Picks

Applied Micro: Earnings Call Confirms Need For Continued Skepticism by Ashraf Eassa

Take-Two's Q3 Earnings To Offer A 'Triple-Play' In Wake Of Grand Theft Auto V Delay? by David Weinstein

AVG: Feb 1st Google Policy Updates Threaten AVG's Growth Engine, Signals Steep Downside by Eiad Asbahi

ServiceNow: Beating Revenues By $4m Does Not Negate Overvaluation Concerns by Kerrisdale Capital Management

Application Software

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

Unwired Planet's CEO Discusses F2Q13 Results - Earnings Call Transcript

Medical Marijuana Proves Itself As Viable Investment by Elite E Services

Medical Marijuana, Inc: The Secret To Legally Tapping Into The Market For THC by Perry Coleman

AVG: Feb 1st Google Policy Updates Threaten AVG's Growth Engine, Signals Steep Downside by Eiad Asbahi

3D Systems: Too Much, Too Soon Or A Calculated Risk? by Bill Shamblin

Business Software & Services

NetSuite CEO Discusses Q4 2012 Results - Earnings Call Transcript

ServiceNow: Beating Revenues By $4m Does Not Negate Overvaluation Concerns by Kerrisdale Capital Management

Communication Equipment

How Qualcomm Wins by BubbleBustInvesting

Lumia Lifts Nokia Back To The Black by Peter Pham

TeleNav's CEO Discusses F2Q 2013 Results - Earnings Call Transcript

TeleCommunication Systems CEO Discusses Q4 2012 Results - Earnings Call Transcript

What's Up Nokia? Oh Yes... Lumia by Cecil Sales

Audiocodes: Over-The-Top Quarterly Cash Flows On OTT Future by Josh Franklin

Ericsson Management Discusses Q4 2012 Results - Earnings Call Transcript

Whisper Number Impact: Earnings Preview For Tellabs by WhisperNumber

Qualcomm Is En Fuego by Bret Jensen

Computer Peripherals

Emulex's CEO Discusses F2Q 2013 Results - Earnings Call Transcript

Mitek Systems's CEO Discusses F1Q13 Results - Earnings Conference Call

Diversified Communication Services

5 Reasons To Look At BlackBerry Shares After Sell-Off by Chris Lau

The Cigar Butt That Turned Into A Cigar: Say Goodbye To RIM's Hardware Division by Wilson Wang

Analysis: Does BlackBerry Have A Chance To Come Back? by J. M. Manness

Ready To Jump On The Research In Motion Train? You Must Be Insane by Intelligent Speculator

Diversified Computer Systems

HP: No. 1 In Computer Sales by IncomeHunter

Diversified Electronics

Power-One's CEO Discusses Q4 2012 Results - Earnings Call Transcript

Electro Scientific Industries' CEO Discusses F3Q13 Results - Earnings Call Transcript

Corning Downgraded But Still Worth Buying For The Long Term by Hawkinvest

Kemet's CEO Discusses F3Q13 Results - Earnings Call Transcript

Could Neonode Be An Acquisition Candidate? (And Other Stock Updates) by James Altucher

Information & Delivery Services

DST Systems Management Discusses Q4 2012 Results - Earnings Call Transcript

Information Technology Services

Agilysys' CEO Discusses F3Q13 Results - Earnings Call Transcript

Internet Information Providers

Reality Will Set In For LinkedIn, Reiterated As Sell by The Oxen Group

Baidu Pre-Earnings: Questions On Competition And Mobile Monetization Remain by Trefis

Are Zynga's Days Numbered? by Michael Katz

Search And Site Analytics: Pulling Out Of LinkedIn by Joseph Poma

Internet Software & Services

Liquidity Services Management Discusses Q1 2013 Results - Earnings Call Transcript

Multimedia & Graphics Software

Take-Two's Q3 Earnings To Offer A 'Triple-Play' In Wake Of Grand Theft Auto V Delay? by David Weinstein

Activision Blizzard: Why Earnings Will Decline by Mathias Holmstrøm

Networking & Communication Devices

Cisco Buys Intucell With An Eye On The Service Provider Market And SDN Threat by Trefis

Personal Computers

The Problem With Apple Is Apple by Markos Kaminis

Why Is Dell Still At Only $13? by George Kesarios

How Much Should You Pay For Apple? by Bevan Capital

Apple Will Need To Acquire A Baseband Vendor by Ashraf Eassa

Scientific & Technical Instruments

Affymetrix Management Discusses Q4 2012 Results - Earnings Call Transcript

Semiconductor - Broad Line

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

Intel Takes ARM Seriously In The Datacenter by Ashraf Eassa

NXP Semiconductors' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Hold Intel For The Long Haul by Efsinvestment

Semiconductor - Integrated Circuits

Applied Micro: Earnings Call Confirms Need For Continued Skepticism by Ashraf Eassa

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

PMC-Sierra Management Discusses Q4 2012 Results - Earnings Call Transcript

Oplink Communications' CEO Discusses Q2 2013 Earnings Results - Earnings Call Transcript

Pixelworks' CEO Discusses Q4 2012 Results - Earnings Call Transcript

2 Apple Suppliers In The Spotlight by Bret Jensen

Semiconductor Equipment & Materials

Oclaro CEO discusses Q4 2012 Results - Earnings Call Transcript

Brooks Automation's CEO Discusses F1Q13 Results - Earnings Call Transcript

Entegris Management Discusses Q4 2012 Results - Earnings Call Transcript

KLA-Tencor Benefits From 20 Nanometer Spending This Year by Todd Campbell

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

Technical & System Software

Infosys 3.0 by Peter Pham

National Instruments' CEO Discusses Q4 2012 Results - Earnings Call Transcript

VMware Earnings: Down But Not Out by David Dyer

VMware Problems Are VMware Problems by Dana Blankenhorn

Telecom Services - Domestic

A Top Income Idea Revisited by Crunching Numbers

British Sky Broadcasting Group Management Discusses F2Q2013 Results - Earnings Call Transcript

Wireless Communications

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

3 Ways The Sprint-Softbank Saga Could Play Out by Trefis

Others

2 Stocks To Buy, 1 Stock To Sell, What's Next For The Market by The Oxen Group

Facebook's Revitalized Ad Growth And Expansion Efforts Highlighted In Earnings by Trefis

1.4 Billion Smartphones In Use By End Of 2013 - 'A Race Of 2 Horses And 2 Ponies' by TechCrunch

3 Dividend Paying Tech Giants That Haven't Budged In A Decade by Plan B Economics

Facebook Earnings: Some Key Concerns Remain Despite Solid Revenue Growth by Dividend Pros

Facebook's Revenue Per User In North America Is Now 3-4X Europe And Nearly 6X Asia by TechCrunch


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