sábado, 5 de octubre de 2013

Today’s articles on technology stocks

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Editors' Picks

TriQuint And The Paradox Of #2 by Stephen Simpson, CFA

Cavium Is Great, But So Are The Expectations by Stephen Simpson, CFA

Sigma Designs Offers A Compelling Risk/Reward by Ashraf Eassa

PC-Tel May Have The Right Combination For The Next Leg by Stephen Simpson, CFA

Softbank Vs. Mr. Market On Sprint: Place Your Bets by Ted Barac

Application Software

When Will Salesforce.com Stock Crater? Some Thoughts by Michael Blair

Microsoft Could Outstrip Apple's Market Value In The Next Year Or Two by Michael Blair

Why Is It The Right Time To Buy Nuance by Fusion Research

Oracle Guides Lightly While Ellison Sails by Valuentum

Where There Is Smoke, There Is Fire: Fab Universal Corp. Just Rewrote History by Light Tower

NetSol Technologies, Inc.: Is There Fire Behind That Smoke? by William Garrison

Communication Equipment

Global Partnerships Helping Grow Alcatel-Lucent Value by Leah Frakes

Nokia: Opportunity With Above-Average Rebound Potential Still Exists by Achilles Research

Comtech Telecommunications Management Discusses Q4 2013 Results - Earnings Call Transcript

Computer Peripherals

Stratasys Set To Grow by IAEResearch

Diversified Communication Services

BlackBerry Shareholder Activists Have No Case by Kofi Bofah

PC-Tel May Have The Right Combination For The Next Leg by Stephen Simpson, CFA

Who Would Buy BlackBerry? Why? by Sramana Mitra

BlackBerry Is Not Going Down Because Of Bloated Inventories by George Kesarios

Internet Information Providers

Groupon: Is There A Way Beyond Daily Deals? by Fusion Research

Groupon's Achilles' Heel: Blue Calypso's Patents by Natty Greene

Internet Software & Services

ICG Group: Procurian Divestment Creates Pure Cloud Player Trading At Low Multiples by The Value Investor

Networking & Communication Devices

Insieme - Cisco's Likely Strategic Objectives by Nikos Theodosopoulos

Semiconductor - Broad Line

Cavium Is Great, But So Are The Expectations by Stephen Simpson, CFA

Why Intel Stock Is Not A Lousy Investment by Alex Jordon

Semiconductor - Integrated Circuits

TriQuint And The Paradox Of #2 by Stephen Simpson, CFA

Going Neutral On Marvell by Paulo Santos

Is PMC Sierra The Way To Play Storage And Carrier Spending? by Stephen Simpson, CFA

Semiconductor - Specialized

Sigma Designs Offers A Compelling Risk/Reward by Ashraf Eassa

Expensive Himax Technologies Is A Short Candidate - For Now by Vinay Kumar Singh

SunPower's Margins Lifted By Utility Scale Solar And Higher Value Markets by Trefis

Semiconductor - Memory Chips

SanDisk: I Remain Bullish by Bottom Up Investing

Telecom Services - Domestic

Don't Be Misled By Recent Diluted EPS, Verizon Still A 'Buy' by Leah Frakes

Verizon Is Definitely A Buy by Muhammad Bazil

Wireless Communications

Sprint's Turnaround Should Eventually Convert Customers And Investors Too by Zvi Bar

Meru Networks: This $3 Tech Stock Has Significant Upside And Takeover Potential by Hawkinvest

Softbank Vs. Mr. Market On Sprint: Place Your Bets by Ted Barac

Meru Networks: Ubiquiti On The Cheap? by Paulo Santos

Others

Welcoming Twitter To Wall Street by Wall Street Strategies

Twitter IPO Is Red Hot, Seeks $1 Billion by Don Dion


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