Thursday, March 14, 2013

Today’s articles on technology stocks

Editors' Picks

8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion by Missouri Heights Alpha Fund

Why I Believe SunPower Will Decline Dramatically by Grizzly Bear

EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center by Kerrisdale Capital Management

Application Software

The 2 Reasons Why Microsoft Is Not An Attractive Investment Stock by Onuora Amobi

Why You Should Sell Shares Of Oracle by Christopher Grosvenor, CMT

VeriSign's Slowing Growth Underlies Our $41 Valuation by Trefis

Don't Buy The New Microsoft Xbox Tease by Dana Blankenhorn

Communication Equipment

8x8 Inc: Compelling Acquisition Play Could Fetch Price Of $1 Billion by Missouri Heights Alpha Fund

Diversified Communication Services

BlackBerry: Not So DOA Anymore, Is It? by George Kesarios

BYOD: When 800,000 Apps Becomes A Bad Thing by Kerry Olauson

BlackBerry Z10 Goes On Sale, But BlackBerry Is Not For Sale by Nick Chiu

Attention BlackBerry Shorts: See Order Flow To Vendors by Karl Denninger

BlackBerry: More Than A Smartphone by Infinity Group

BlackBerry's Resurgence In The Smartphone Market by Capital Traders Group

I Still Don't Fully Understand Prem Watsa's BlackBerry Investment by Devon Shire

Healthcare Information Services

Allscripts Healthcare Solutions' Management Presents at Barclays Global Healthcare Conference (Transcript)

Computer Programs And Systems, Inc.: Highly Profitable With A Healthy Dividend by Ingrid Hendershot

Internet Information Providers

Yahoo, It's Coming by Seth Golden

Baidu: The Google Of China by Catalyst Investments

Global Sources' Management Discusses Q4 2012 Results - Earnings Call Transcript

Internet Software & Services

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

Multimedia & Graphics Software

Glu Mobile's Acquisition Price Could Surpass $10 by Brandon Osborne

Is It Time To Write Off Majesco Entertainment? by Chris Katje

Perfect World Needs Strong Release Of Neverwinter To Save Shares by Chris Katje

Networking & Communication Devices

Is It Time To Bet On Cisco's Bets? by Nicholas Kitonyi

Personal Computers

Michael Dell's Buyout Drama 2: Icon Vs. Icahn by Dan McMurtrie

Dell: Icahn Vs. Chanos, Why I Am Betting On Icahn by Sammy Pollack

The Non-Decline And Fall Of Apple by Kyle Spencer

Apple Needs To Spend Cash On R&D, Not Special Dividends by Kraken

Apple: Last Year I Said Sell -- Buy Now? by John Tobey

Scientific & Technical Instruments

Waters' Management Presents at Barclays Global Healthcare Conference (Transcript)

Security Software & Services

Check Point Software Technologies' Management Presents at UBS Technology Conference 2013 (Transcript)

Semiconductor - Broad Line

Intel: The Mobile Business In A (Large) Nutshell by Russ Fischer

Your Earnings Season Preview: NXP Semiconductors by XY Trader

Mellanox's Management Presents at Piper Jaffray TMT Conference (Transcript)

Kopin Management Discusses Q4 2012 Results - Earnings Call Transcript

Intel Offers Investors A Minimum Gross Return Of 12.5% Over The Next 5 Years by Is It Worth It

Semiconductor - Integrated Circuits

MEMC Electronic Materials' CEO Hosts Capital Markets Day (Transcript)

Analog Devices's CEO Hosts Annual Shareholder Meeting (Transcript)

Semiconductor - Specialized

Sigma Designs Management Discusses Q4 2013 Results - Earnings Call Transcript

First Solar - Silicon Pain Continues by Sneha Shah

Why I Believe SunPower Will Decline Dramatically by Grizzly Bear

Semiconductor Equipment & Materials

EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center by Kerrisdale Capital Management

Technical & System Software

VMware: Re-Acceleration Of Long-Term Revenue Growth Guidance Provides Comfort For Investors by The Value Investor

VMware Rebounding Off Lower End Of Multi-Year Range On Analyst Day News: 5 Big Picture Take Aways by Pendulum

Will VMware Or Microsoft Cash In On Hybrid Cloud? by Gregory Ness

ACI Worldwide's Management Presents at Credit Suisse 15th Annual Global Services Conference (Transcript)

Cadence Design Systems - Shareholders Not Applauding Strategic Acquisition Of Tensilica by The Value Investor

Telecom Services - Domestic

Has The Dividend Cut Helped CenturyLink? by IAEResearch

Others

Your Earnings Season Preview: Facebook by XY Trader

Telecom Faceoff Part 2: The Contenders, Their Dividends And Whether They Are Sustainable by On2Freedom

Apple-Intel: A Logical Approach Or Destined Outcome? by Nick Chiu

Facebook's Revival: The Ship Has Sailed by Timing Best Buy


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