Tuesday, March 26, 2013

Today’s articles on technology stocks

Editors' Picks

Conspiracy Theory... BlackBerry? by Alan Castell

ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets by Stephen Simpson

Microsoft Is Far Too Cheap To Ignore Any Longer by Tim Travis

EZchip: Bullish Case Continues To Myopically Overlook Competitor Comments, Production Delays, And Stock-Based Compensation Expense by Kerrisdale Capital Management

Application Software

Microsoft Is Far Too Cheap To Ignore Any Longer by Tim Travis

Takeaways From Oracle's Purchase Of Tekelec by Small Cap Generalist

Salesforce.com And Symantec: Still Growing, Just Slower, Buy On Dip by Nick Chiu

Business Software & Services

ChartWatch: TIBCO's Slide Nothing To Worry About by Jason Cimpl

Communication Equipment

'Bye, Bye, Nokia' Or 'Buy, Buy, Nokia'? by MA Stedman

Diversified Communication Services

BlackBerry Bottoms Up, Bottoms In by Tufenk

Conspiracy Theory... BlackBerry? by Alan Castell

Is BlackBerry A Buyout Candidate? by Jonathan Verenger

Did You Really Expect People To Queue Up To Buy The Blackberry Z10? by Dividend Pros

Z10: Zero Sold On Friday, But None Left On Sunday by Maltzberger

Diversified Electronics

Corning: A Wonderful Company But A Lousy Stock by Regarded Solutions

Internet Information Providers

Stop The Search And Invest In Yahoo! by Abhishek Kastiya

Zynga Won't Buy Glu Mobile For 3 Obvious Reasons by Gillian Mauyen

Zynga And Facebook Are 'In A Complicated Relationship' by Investometrica

Zynga And LinkedIn: Turnaround Story Vs. Amazing Growth by Nick Chiu

Internet Software & Services

ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets by Stephen Simpson

Multimedia & Graphics Software

Vringo's Future In The Hands Of Judge Jackson by Patent Plays

Personal Computers

Apple Exorcises Map Demons By Purchasing WiFiSlam by Quoth the Raven

Dell: The Barbarians Finally Arrive At The Gate by George Kesarios

Should You Play The Dell Auction? by Dana Blankenhorn

Apple Must Send The Right Message by Markos Kaminis

Printed Circuit Boards

Jabil Circuit: This Apple Supplier Is Too Cheap To Ignore At $18 by Hawkinvest

Semiconductor - Broad Line

4 Reasons To Buy AMD by Chris Lau

Intel Is Attractive Here by John Lott

It Is Not Can Intel Dominate Tablets, But When by Gregory Stuckey

Semiconductor - Integrated Circuits

Playing The Games Of The Patent Plays by Justin Giles

Will New Stock Buybacks Drive Marvell Technology Group Back To $15? by Marc Liu

Semiconductor - Specialized

JA Solar Holdings' Management Discusses Q4 2012 Results - Earnings Call Transcript

3 Reasons Nvidia Will Soon Break Out Of Its Range by Chris Lau

Semiconductor Equipment & Materials

EZchip: Bullish Case Continues To Myopically Overlook Competitor Comments, Production Delays, And Stock-Based Compensation Expense by Kerrisdale Capital Management

Semiconductor - Memory Chips

Micron To Benefit From Memory Shortages? by Electric Phred

Telecom Services - Domestic

CenturyLink Ready To Ride Private Cloud Market Higher by Stock Maelstrom

2013: A Turnaround Year For Verizon? by Ed Liston

Telecom Services - Foreign

France Telecom's A Buy by Derek Chipman

Wireless Communications

China Unicom Benefits From Lower Subsidies As 3G Growth Continues Unabated by Trefis

Others

Wireless Network Duopoly No More: Enter Sprint Nextel by Timing Best Buy

Apple App Store Vs. Google Play by Bryan Waters

The Smartwatch Race Is On: What Company Will Win? by George Kesarios

Tech Stocks: The New Dividend Payers by Bret Jensen


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