jueves, 24 de octubre de 2013

Today’s articles on technology stocks

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Editors' Picks

Apple Opens Up A Price War Between Microsoft And Intel by Ed McKernan

Dell Inc. Bonds: A Silver Lake Or A Dark Pond? by Donald van Deventer

Senvest Capital - 40% Discount To NAV With A Significant Near-Term Catalyst by Weighing Machine

Acquisition Thesis Is Falling Flat And Gigamon Stock May Follow Suit by Darspal S Mann

Application Software

Microsoft: It Is Time To Take Chrome OS Seriously by The Stock Stooge

Microsoft's Powerful Plans Spell Major Gains For Investors by Michael Blair

F5 Networks Management Discusses Q4 2013 Results - Earnings Call Transcript

Verisign: Expecting Modest Revenue Growth This Earnings Season by Trefis

3D Systems Could Send Short Sellers Scurrying For Cover by Mitu Anand

F5 Networks, Inc. Discusses Q4 2013 Results (Webcast) by SA Transcripts

Warren Buffett And Bill Gates On Microsoft's CEO Job Opening by Don Dion

Microsoft Earnings Preview: Device And Software Launch To Take Center Stage by Trefis

Apple's Keynote Announcement: Selling Software Is A Thing Of The Past by Paolo Gorgo

Microsoft's Substantial Upside Potential Using Foreign Cash by Josh Arnold

Business Software & Services

Insiders Are Selling Guidewire by Markus Aarnio

Citrix Systems Management Discusses Q3 2013 Results - Earnings Call Transcript

ServiceNow Management Discusses Q3 2013 Results - Earnings Call Transcript

Netsuite: Bullish Fundamentals, But Bearish Valuations by Bottom Up Investing

Ebix - Short Squeeze In Play by Dark-Liquidity

Communication Equipment

RELM Wireless Corp. Continues To Battle Against The Competition by William Garrison

8x8's CEO Discusses F2Q 2014 Results - Earnings Call Transcript

Infinera Management Discusses Q3 2013 Results - Earnings Call Transcript

Is There Still Hope For Alcatel-Lucent Stock? by Leah Frakes

Infinera Corporation Discusses Q3 2013 Results (Webcast) by SA Transcripts

Motorola Solutions Management Discusses Q3 2013 Results - Earnings Call Transcript

Nokia Needs To Use Its Money Wisely by Jacob Steinberg

JDS Uniphase Is A Long-Term Buy by Stock Whisper

Computer Peripherals

Fortinet Management Discusses Q3 2013 Results - Earnings Call Transcript

Qumu Management Discusses Q3 2013 Results - Earnings Call Transcript

Voxeljet Will Be A Solid Investment by IAEResearch

Radcom's CEO Discusses Q3 2013 Results - Earnings Call Transcript

Data Storage Devices

Fusion-io Management Discusses Q1 2014 Results - Earnings Call Transcript

Quantum Management Discusses Q2 2014 Results - Earnings Call Transcript

Fusion-io, Inc. Discusses Q1 2014 Results (Webcast) by SA Transcripts

Quantum Corporation Discusses Q2 2014 Results (Webcast) by SA Transcripts

Western Digital Isn't An Investment, But It Is A Trade by Bottom Up Investing

Diversified Communication Services

Novatel Wireless: The Bottom Is In And Plenty Of Gains Ahead by Marshall Hargrave

Diversified Computer Systems

IBM: Do Flat Revenues Matter If EPS Continue To Rise? by Sean Weston

Diversified Electronics

Molex Incorporated Management Discusses Q1 2014 Results - Earnings Call Transcript

The Best Performing Tech Fund Just Increased Its Holding In This Industry Leader by Efficient Alpha

Molex Incorporated Discusses Q4 2013 Results (Webcast) by SA Transcripts

Information & Delivery Services

Nielsen Holdings N.V. Management Discusses Q3 2013 Results - Earnings Call Transcript

Information Technology Services

Yahoo Japan's Strategy To Remove Listing Fee Is Not A Bad Idea by Trefis

Internet Information Providers

The Dilution Will Make LinkedIn Even More Overvalued by Jacob Steinberg

What Do Apple's iRadio Numbers Mean To Pandora? by Clayton Rulli

TripAdvisor Management Discusses Q3 2013 Results - Earnings Call Transcript

Zynga: Update On Strategic Initiatives More Important Than Financial Numbers by Trefis

Baidu Gets Sticky With Renren by Doug Young

MeetMe: Can You Find A Cheaper Social Media Company? by Sujan Lahiri

Google Now The Third Largest U.S. Company by Sramana Mitra

SouFun Holdings: Should You Invest In China's Biggest Online Real Estate Marketing Firm? by Sarfaraz A. Khan

Internet Service Providers

Sify Technologies' CEO Discusses F2Q 2014 Results - Earnings Call Transcript

Internet Software & Services

Akamai Technologies Management Discusses Q3 2013 Results - Earnings Call Transcript

BroadVision's CEO Discusses Q3 2013 Results - Earnings Call Transcript

Akamai Technologies, Inc. Discusses Q3 2013 Results (Webcast) by SA Transcripts

ClickSoftware Technologies' CEO Discusses Q3 2013 Results - Earnings Call Transcript

Did The Symantec CEO Just Give A 'Tell' Regarding VirnetX? by R.S. Analytics

Multimedia & Graphics Software

Electronic Arts Beefing Up Blockbuster Lineup With Titanfall by Chris Katje

New Console Launch Will Drive Sales For Gamer Stocks by BuySellShort

Rosetta Stone: Acquisitions And Mobile Games Set To Reward Patient Investors by Chris Katje

Networking & Communication Devices

Cisco Stock May Still Lead To Massive Profits by Alex Jordon

Acquisition Thesis Is Falling Flat And Gigamon Stock May Follow Suit by Darspal S Mann

Personal Computers

The Apple Enigma: Confessions Of A Reformed Apple Hater by Terrier Investing

Apple Delivers by Calafia Beach Pundit

Apple Is In Deep Trouble: A Reformed Bull Speaks Out by Josh Arnold

Apple Opens Up A Price War Between Microsoft And Intel by Ed McKernan

Dell Inc. Bonds: A Silver Lake Or A Dark Pond? by Donald van Deventer

Apple's New iPads Are Out And They Are Gorgeous: Sell The News by Michael Blair

Funds Are Selling Out Of Apple: What You Need To Know by Efficient Alpha

Processing Systems & Products

Polycom Management Discusses Q3 2013 Results - Earnings Call Transcript

Scientific & Technical Instruments

II-VI: The Rapid Growth Of Sales And EPS Will Continue by Martin Vlcek

Security Software & Services

Symantec Management Discusses Q2 2014 Results - Earnings Call Transcript

Semiconductor - Broad Line

Advanced Micro Devices Strikes Back by Ashraf Eassa

Mellanox Technologies Management Discusses Q3 2013 Results - Earnings Call Transcript

AMD And The HSA Foundation Are Unleashing The Power Of The GPU by Intrinsic Value Asset Management

1 Important Reason Why Intel's Broadwell Production Delay Is A Negative by Vinay Kumar Singh

4 Reasons Why AMD's Sell-Off Is Overdone by Chris Lau

Intel: Why Mobile Doesn't Matter by Terrier Investing

AMD: A Fundamentally Solid Company With An Exaggerated Negative Outlook by I Know First Research

Semiconductor - Integrated Circuits

TriQuint Semiconductor's CEO Discusses Q3 2013 Results - Earnings Call Transcript

Broadcom's Hardships Continue by Jacob Steinberg

Supertex, Inc's CEO Discusses F2Q 2014 Results - Earnings Call Transcript

Semiconductor - Specialized

NVE Corporation's CEO Discusses Q2 2014 Results - Earnings Call Transcript

LSI Management Discusses Q3 2013 Results - Earnings Call Transcript

IXYS Management Discusses Q2 2014 Results - Earnings Call Transcript

LSI Corp. Discusses Q3 2013 Results (Webcast) by SA Transcripts

NVE Corporation Discusses Q2 2014 Results (Webcast) by SA Transcripts

Semiconductor Equipment & Materials

Lam Research Management Discusses Q1 2014 Results - Earnings Call Transcript

Cree: 2 Chances Are More Than Enough by Amy Baldwin

OSI Systems Management Discusses Q1 2014 Results - Earnings Call Transcript

ATMI Management Discusses Q3 2013 Results - Earnings Call Transcript

Cree - Sell-Off Offer Entry Point In This Quality Name by The Value Investor

OSI Systems, Inc. Discusses Q1 2013 Results (Webcast) by SA Transcripts

Semiconductor - Memory Chips

Micron Technology: A Buying Opportunity After Recent Earnings by Vinay Kumar Singh

Technical & System Software

Cadence Design Systems Management Discusses Q3 2013 Results - Earnings Call Transcript

PDF Solutions Management Discusses Q3 2013 Results - Earnings Call Transcript

Attunity Launches Replicate 3.0 Ahead Of Thursday's Earnings Release by Mark Gomes

Telecom Services - Domestic

Equinix Management Discusses Q3 2013 Results - Earnings Call Transcript

AT&T's Management Discusses Q3 2013 Results - Earnings Call Transcript

Equinix, Inc. Discusses Q3 2013 Results (Webcast) by SA Transcripts

AT&T Inc. Discusses Q3 2013 Results (Webcast) by SA Transcripts

Telecom Services - Foreign

Orange Management Discusses Q3 2013 Results - Earnings Call Transcript

Others

Criteo: Brings Maximum User Response And Business by Vivek Gupta

Violin Memory Winning Over The Intelligence Community - Is The Fortune 100 Next? by Paul Misir

Corning - Samsung Deal Is A Huge Value Driver by The Value Investor


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