Friday, April 26, 2013

Today’s articles on technology stocks

Editors' Picks

Equinix: Is The King Of Colocation A Buy? by Dane Bowler

The Apple-Microsoft Comparison Is Valid by jaberwock

Reputable PRC Company Taking A Big Bet On Perfect World by The GeoTeam

Silicon Motion Could Be The Next Himax by Valuable Insights

Application Software

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

MICROS Systems Management Discusses Q3 2013 Results - Earnings Call Transcript

VeriSign Management Discusses Q1 2013 Results - Earnings Call Transcript

MGT Capital Diversifies Operations By Entering A High-Growth Business by Devon Shire

Microsoft's Conquest Of The Tablets World Is Well Under Way by Gregory Vousvounis

Dassault Systemes's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Dassault Systemes' CEO Discusses Q1 2013 Results (Europe Call) - Earnings Call Transcript

Business Software & Services

Qlik Technologies Management Discusses Q1 2013 Results - Earnings Call Transcript

NetSuite Management Discusses Q1 2013 Results - Earnings Call Transcript

Informatica Management Discusses Q1 2013 Results - Earnings Call Transcript

Datawatch Corporation's CEO Discusses F2Q2013 Results - Earnings Call Transcript

NetScout Systems' CEO Discusses F4Q 2013 Results - Earnings Call Transcript

Communication Equipment

Nokia's Sad Death by Ryan Perlowin

CalAmp's CEO Discusses F4Q13 Results - Earnings Call Transcript

Netgear Management Discusses Q1 2013 Results - Earnings Call Transcript

Telenav's CEO Discusses F3Q13 Results - Earnings Call Transcript

Calix' CEO Discusses Q1 2013 Results - Earnings Call Transcript

An Update On Nokia by Jonathan Verenger

Nokia: Did You Make The Same Mistake As Me? by Fusion Research

AudioCodes Acquires MailVision: Let The Mobile VoIP Play Begin by Josh Franklin

Trading Alert: Buy Qualcomm On Weakness by Bret Jensen

Computer Peripherals

Synaptics Steals The Earnings Season Spotlight With Its Inflection Point Quarter by Inflection Point Investing LLC

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

Socket Mobile's CEO Discusses Q1 2013 Results - Earnings Call Transcript

RadiSys' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Synaptics' CEO Discusses F3Q13 Results - Earnings Call Transcript

Data Storage Devices

EMC Results Better Than Peers But Patience Has Run Out by Steve Birenberg

Western Digital: The New Paradigm Unfolds by Sunil Shah

Diversified Communication Services

Did Barron's Just Pull A Forbes On BlackBerry? by Michael Collins

Crown Castle International Management Discusses Q1 2013 Results - Earnings Call Transcript

Level 3 Communications Management Discusses Q1 2013 Results - Earnings Call Transcript

Diversified Computer Systems

Sorry Warren, IBM Is Too Risky by AquaResearch

International Game Technology Management Discusses Q2 2013 Results - Earnings Call Transcript

IBM: Big Blue's Big Bruise Is Your Opportunity by Josh Arnold

Diversified Electronics

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

Dolby Laboratories Management Discusses Q2 2013 Results - Earnings Call Transcript

Silicon Motion Could Be The Next Himax by Valuable Insights

Tiny Uni-Pixel Tops Big Money Poll by Albert Podell

Healthcare Information Services

Cerner Management Discusses Q1 2013 Results - Earnings Call Transcript

Information & Delivery Services

Nielsen Holdings N.V. Management Discusses Q1 2013 Results - Earnings Call Transcript

DST Systems Management Discusses Q1 2013 Results - Earnings Call Transcript

Information Technology Services

LogMeIn Management Discusses Q1 2013 Results - Earnings Call Transcript

Internet Information Providers

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

Akamai Technologies - Shares Hit A Fresh 2-Year High As Revenue Growth Impresses by The Value Investor

Baidu's Earnings: Competition And Mobile Monetization Remain Key Challenges by Trefis

Zynga: Dumping Or Buying? A $1.7 Billion Dollar Question by Nick Chiu

Whisper Number Impact: Earnings Preview For Baidu by WhisperNumber

Internet Software & Services

Internap Network Services Management Discusses Q1 2013 Results - Earnings Call Transcript

Multimedia & Graphics Software

Electronic Arts Rebounding For Strong Buy by Evon Mendrin

Reputable PRC Company Taking A Big Bet On Perfect World by The GeoTeam

Networking & Communication Devices

Digi International Management Discusses Q2 2013 Results - Earnings Call Transcript

Cisco's Hidden Value by Philip Mause

Personal Computers

Apple's Huge Buyback Could Attract Imitators by Bret Jensen

How Should Apple Use Its Cash? by IAEResearch

Apple's Mixed Report Shows Need For Faster Emerging Markets Growth by Trefis

China And Apple: The Beginning Of A Beautiful Friendship? by Investometrica

You Better Duck - Apple's Unit Profits Are Falling by Stephen Rosenman

Apple Investors Are Missing The Big Picture by Forward Looking Guru

Apple's Earnings Projections Continue To Irritate Wall Street by Keep It Simple

Printed Circuit Boards

Benchmark Electronics Management Discusses Q1 2013 Results - Earnings Call Transcript

Security Software & Services

VASCO Data Security International's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Semiconductor - Broad Line

Advanced Micro Devices Does Something Incredibly Right by Ashraf Eassa

Maxim Integrated Products Management Discusses Q3 2013 Results - Earnings Call Transcript

Samsung's S4 Delayed by Karl Denninger

Semiconductor - Integrated Circuits

Applied Micro Circuit' CEO Discusses F4Q 2013 Results - Earnings Call Transcript

Hittite Microwave's CEO Discusses Q1 2013 Results - Earnings Call Transcript

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

Amkor Technology's CEO Discusses Q1 2013 Results - Earnings Call Transcript

Skyworks Solutions Management Discusses Q2 2013 Results - Earnings Call Transcript

Pixelworks' CEO Discusses Q1 2013 Results - Earnings Call Transcript

PMC-Sierra Management Discusses Q1 2013 Results - Earnings Call Transcript

Microsemi Management Discusses Q2 2013 Results - Earnings Call Transcript

Cabot Microelectronics' CEO Discusses Q2 2013 Results - Earnings Call Transcript

Sequans Communications' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Broadcom: Numbers Are Connecting For Investors Now by Nick Chiu

Semiconductor - Specialized

Altera Management Discusses Q1 2013 Results - Earnings Call Transcript

Cirrus Logic Management Discusses Q4 2013 Results - Earnings Call Transcript

First Solar: Post-Guidance Rally Warranted On Legislative Developments, Waning Competition by Helix Investment Research

Whisper Number Impact: Earnings Preview For Altera by WhisperNumber

Whisper Number Impact: Earnings Preview For Cirrus Logic by WhisperNumber

The Solar Industry Is Red Hot by StockBaller

Semiconductor Equipment & Materials

KLA-Tencor Management Discusses Q3 2013 Results - Earnings Call Transcript

Teradyne Management Discusses Q1 2013 Results - Earnings Call Transcript

Cree's Growth Shines On LED Lighting Demand by Trefis

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

Tessera Technologies' CEO Discusses Q1 2013 Results - Earnings Call Transcript

Semiconductor - Memory Chips

Rambus CEO Hosts Annual Shareholders Meeting (Transcript)

Technical & System Software

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

Websense Management Discusses Q1 2013 Results - Earnings Call Transcript

National Instruments' CEO Discusses Q1 2013 Results - Earnings Call Transcript

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

PTC Management Discusses Q2 2013 Results - Earnings Call Transcript

Telecom Services - Domestic

AT&T: Quantifying The Dividend's Value by Josh Arnold

Equinix: Is The King Of Colocation A Buy? by Dane Bowler

3 Reasons To Go Short AT&T by Equity Options Guru

AT&T: Declining Revenue Cannot Be Ignored by Albert Alfonso

Wireless Communications

Sprint Improving, Now Time For A Deal by Bill Maurer

Clearwire Management Discusses Q1 2013 Results - Earnings Call Transcript

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

Others

Verizon Finally Ready To Bid For Vodafone's Stake In Verizon Wireless? by IAEResearch

Vodafone Might Collect As Much As $130 Billion From Verizon Wireless by Stone Fox Capital

Does The Phone Make The App Or Does The App Make The Phone? by George Kesarios

Reversion To The Mean With 3 Tech Earnings by Stone Fox Capital

Unusual Suspect Lifts Social Media ETF by Benzinga

AMD Hopes ARM Can Save It by Dana Blankenhorn

2 Rallying Tech Small Caps Reporting Earnings In April With Encouraging Sales Trends by Kapitall


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